Compare Funds - BetaShares

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ASSET CLASS
INVESTMENT GOAL
INVESTMENT GOAL: PRIMARY (P) SECONDARY (S)
  • Capital Appreciation
    Aims to provide long-term capital growth potential as a primary driver of returns.
  • Income Generation
    Aims to deliver income as a primary driver of returns.
  • Portfolio Diversification
    Fund can be used to introduce regional, sector or asset class diversification to a portfolio.
  • Risk Mitigation
    Aims to reduce risk associated with an investment in a particular asset class.

66 Results

Fund Name
Code
ASX Code
P
Primary
Investment Goal
S
Secondary
Investment Goal
3m
Performance
3 Months
1y
Performance
1 Year
Incept.
Performance Since Inception (p.a.)
Yield
12 mth Trailing Yield (p.a.)
Cost*
Management Costs (p.a.)*
HBRD
Income Generation
Portfolio Diversification
1.2% 3.8% 4.0% 2.5% 0.55%
ASIA
Capital Appreciation
Portfolio Diversification
-4.7% -14.9% 16.4% 4.2% 0.67%
A200
Capital Appreciation
Portfolio Diversification
2.3% 18.0% 9.8% 3.0% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
-0.2% -0.2% 2.2% 0.9% 0.22%
HVST
Income Generation
Risk Mitigation
0.8% 8.8% 1.1% 6.2% 0.90%
BEAR
Risk Mitigation
- -2.8% -16.3% -9.9% - 1.38%
BBOZ
Risk Mitigation
- -5.4% -32.8% -22.4% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
2.4% 16.3% 10.6% 1.8% 0.25%
QFN
Capital Appreciation
Income Generation
-2.3% 24.8% 8.3% 1.7% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
-1.8% -4.4% 0.7% 1.1% 0.22%
AAA
Income Generation
Risk Mitigation
0.1% 0.3% 2.3% 0.3% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
-2.4% -3.2% 5.2% 5.1% 0.25%
BHYB
Income Generation
Portfolio Diversification
1.4% - - - 0.35%
QRE
Capital Appreciation
- 9.5% 10.6% 2.4% 3.4% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
7.4% 19.1% 12.0% 5.8% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
3.6% 18.0% 11.1% 2.9% 0.49%
EMMG
Portfolio Diversification
Capital Appreciation
-1.9% 1.4% 13.0% 1.6% 1.00%
EINC
Income Generation
- -1.1% 14.2% 5.7% 3.8% 0.85%
RINC
Income Generation
Portfolio Diversification
4.4% 20.0% 9.0% 3.3% 0.85%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
-1.5% -3.1% 3.5% 1.3% 0.42%
POU
Portfolio Diversification
- -0.3% 4.7% 1.9% - 0.45%
ERTH
Capital Appreciation
Portfolio Diversification
2.6% - - - 0.65%
CLDD
Capital Appreciation
Portfolio Diversification
-8.4% - - - 0.67%
OOO
Portfolio Diversification
- 2.1% 58.5% - 18.8% 0.69%
CRYP
Capital Appreciation
Portfolio Diversification
- - - - 0.67%
DHHF
Portfolio Diversification
- 4.1% 22.3% 20.3% - 0.19%
DRIV
Capital Appreciation
Portfolio Diversification
- - - - 0.67%
YMAX
Income Generation
Capital Appreciation
1.7% 15.3% 6.0% 8.6% 0.76%
DBBF
Portfolio Diversification
- 2.7% 10.5% 9.8% - 0.39%
DGGF
Portfolio Diversification
- 4.2% 16.3% 15.3% - 0.39%
DZZF
Portfolio Diversification
- 5.6% 22.4% 21.1% - 0.39%
EEU
Portfolio Diversification
- -2.8% -2.5% 1.0% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
5.8% 23.9% 10.8% 4.6% 0.56%
F100
Portfolio Diversification
- 4.5% 24.1% 4.2% 2.1% 0.45%
QOZ
Capital Appreciation
Income Generation
0.6% 17.8% 9.0% 4.0% 0.40%
IPAY
Capital Appreciation
Portfolio Diversification
- - - - 0.67%
GEAR
Capital Appreciation
Income Generation
3.9% 37.5% 10.6% 3.7% 0.80%
GGUS
Capital Appreciation
- 24.1% 66.3% 25.8% 2.5% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
7.0% 25.3% 9.7% 3.9% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
1.5% 27.6% 8.5% 3.6% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
7.7% 26.6% 22.3% 2.7% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
3.9% 32.4% 1.4% 4.0% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
10.2% -7.2% 3.6% 3.2% 0.57%
GGOV
Risk Mitigation
Portfolio Diversification
2.8% -4.9% -2.8% 2.7% 0.22%
DRUG
Capital Appreciation
Portfolio Diversification
8.4% 22.3% 11.3% 4.5% 0.57%
INCM
Income Generation
Portfolio Diversification
5.0% 25.7% 3.8% 3.1% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
8.0% 29.3% 22.1% 4.4% 0.35%
HQLT
Capital Appreciation
Portfolio Diversification
8.9% 24.7% 26.5% 5.0% 0.38%
RBTZ
Capital Appreciation
Portfolio Diversification
-2.7% 15.8% 16.3% 3.0% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
8.0% 30.5% 23.1% 5.1% 0.59%
HETH
Capital Appreciation
Portfolio Diversification
8.8% 24.6% 29.2% 5.5% 0.62%
QAU
Portfolio Diversification
- 4.8% -5.1% 1.3% 5.4% 0.59%
IIND
Capital Appreciation
Portfolio Diversification
-1.9% 20.3% - 3.0% 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
2.0% 16.6% 11.2% 5.6% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
1.0% 11.8% 6.0% 2.4% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
6.8% 24.7% 9.6% 0.7% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
10.4% 34.5% 23.3% 3.4% 0.48%
HNDQ
Capital Appreciation
Portfolio Diversification
10.8% 26.1% 30.3% 3.7% 0.51%
QUS
Capital Appreciation
Portfolio Diversification
8.1% 36.8% 34.7% 1.9% 0.29%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
7.4% 29.3% 11.7% 5.1% 0.79%
ATEC
Capital Appreciation
Portfolio Diversification
-3.6% 4.0% 32.7% 2.9% 0.48%
AUDS
Portfolio Diversification
- -0.9% -16.5% -6.0% 5.4% 1.38%
YANK
Portfolio Diversification
- -1.6% 12.0% -2.2% - 1.38%
GBND
Portfolio Diversification
Risk Mitigation
-0.9% -3.4% 0.4% 2.3% 0.49%
BBUS
Risk Mitigation
- -22.0% -46.9% -36.7% - 1.38%
USD
Portfolio Diversification
- -0.8% 5.8% 3.0% - 0.45%