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
2.1% 5.2% 4.2% 2.8% 0.55%
QAG
Portfolio Diversification
- - - - - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
- - - - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
- - - - 0.85%
RENT
Capital Appreciation
- - - - - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
15.4% 69.6% 36.5% 0.9% 0.67%
A200
Capital Appreciation
Portfolio Diversification
3.2% 6.5% 7.3% 2.1% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
-0.3% 2.0% 2.7% 0.9% 0.22%
HVST
Income Generation
Risk Mitigation
0.4% 2.2% -0.1% 6.9% 0.90%
BEAR
Risk Mitigation
- -2.8% -15.4% -9.1% - 1.38%
BBOZ
Risk Mitigation
- -7.4% -42.1% -20.5% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
0.0% 6.8% 8.7% 2.2% 0.25%
QFN
Capital Appreciation
Income Generation
7.0% 1.0% 7.5% 1.2% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
-6.6% -4.7% 0.0% 1.0% 0.22%
AAA
Income Generation
Risk Mitigation
0.1% 0.6% 2.5% 0.7% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
-3.7% -0.8% 6.7% 4.2% 0.25%
QRE
Capital Appreciation
- 16.8% 34.2% 2.4% 3.0% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
3.4% 22.7% 9.6% 1.9% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
-5.5% 0.1% 7.4% 2.2% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
-4.2% -2.5% 4.3% 2.4% 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
6.9% 16.8% 21.6% 0.2% 1.00%
EINC
Income Generation
- 2.3% 2.5% 3.5% 3.0% 0.85%
RINC
Income Generation
Portfolio Diversification
-4.6% -14.9% 3.6% 4.3% 0.85%
POU
Portfolio Diversification
- -0.4% -9.2% 1.8% 0.5% 0.45%
CLDD
Capital Appreciation
Portfolio Diversification
- - -3.0% - 0.67%
QCB
Portfolio Diversification
- - - - - 1.29%
OOO
Portfolio Diversification
- 34.5% -47.4% -20.1% 1.2% 0.69%
DHHF
Portfolio Diversification
- 2.7% 7.4% 5.4% - 0.19%
YMAX
Income Generation
Capital Appreciation
4.3% 2.6% 5.3% 8.1% 0.76%
DBBF
Portfolio Diversification
- -1.6% 2.1% 1.8% - 0.39%
DGGF
Portfolio Diversification
- -0.9% 3.3% 2.4% - 0.39%
DZZF
Portfolio Diversification
- -1.1% -0.3% -0.5% - 0.39%
EEU
Portfolio Diversification
- -3.7% -9.0% 1.2% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
4.6% 12.4% 8.4% 13.0% 0.56%
F100
Portfolio Diversification
- 3.5% -7.9% -5.3% 2.3% 0.45%
QOZ
Capital Appreciation
Income Generation
6.6% 8.5% 8.4% 2.2% 0.40%
GEAR
Capital Appreciation
Income Generation
6.1% -2.1% 7.4% 3.2% 0.80%
GGUS
Capital Appreciation
- 10.6% 56.5% 19.4% - 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
12.2% 31.8% 8.3% 0.6% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
13.3% 2.6% 6.5% 1.2% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
4.2% 26.3% 19.2% 10.5% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
16.7% -5.9% -1.7% 3.2% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-5.8% 22.6% 3.4% 2.7% 0.57%
GGOV
Risk Mitigation
Portfolio Diversification
-8.0% - -7.9% - 0.22%
DRUG
Capital Appreciation
Portfolio Diversification
0.7% 14.4% 8.3% 0.8% 0.57%
INCM
Income Generation
Portfolio Diversification
-1.5% -16.9% -3.9% 4.1% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
-2.2% 10.7% 16.6% 2.4% 0.35%
HQLT
Capital Appreciation
Portfolio Diversification
2.6% - 14.9% - 0.38%
RBTZ
Capital Appreciation
Portfolio Diversification
0.3% 38.0% 15.9% 3.7% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
1.3% 21.2% 20.6% 10.4% 0.59%
HETH
Capital Appreciation
Portfolio Diversification
5.9% - 17.7% - 0.62%
QAU
Portfolio Diversification
- -0.7% 5.3% 1.2% 2.3% 0.59%
IIND
Capital Appreciation
Portfolio Diversification
1.8% 2.5% 6.0% 0.3% 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
5.6% 30.5% 10.0% 0.3% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
2.1% 3.1% 5.0% 2.5% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
0.2% -0.2% 6.8% 0.8% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
0.2% 27.3% 20.7% 2.4% 0.48%
HNDQ
Capital Appreciation
Portfolio Diversification
4.9% - 16.5% - 0.51%
QUS
Capital Appreciation
Portfolio Diversification
3.9% 5.7% 10.2% 11.9% 0.29%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
0.6% -3.1% 9.3% 7.4% 0.79%
ATEC
Capital Appreciation
Portfolio Diversification
0.3% - 51.2% - 0.48%
AUDS
Portfolio Diversification
- 10.0% 30.3% -3.1% 10.4% 1.38%
YANK
Portfolio Diversification
- -11.5% -39.1% -5.3% - 1.38%
GBND
Portfolio Diversification
Risk Mitigation
-3.2% -1.2% 0.9% 0.6% 0.49%
BBUS
Risk Mitigation
- -13.0% -59.3% -34.3% - 1.38%
USD
Portfolio Diversification
- -4.9% -16.9% 2.6% 1.2% 0.45%