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.

65 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
2.4% 1.5% 3.8% 3.0% 0.55%
QAG
Portfolio Diversification
- 6.9% -3.3% -7.8% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
-2.4% -15.0% -2.4% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
-8.8% -12.0% 5.6% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
-1.8% -14.5% 2.1% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
23.0% 58.7% 28.0% 1.5% 0.67%
A200
Capital Appreciation
Portfolio Diversification
5.9% -5.4% 3.8% 3.4% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
1.1% 2.4% 2.9% 1.4% 0.22%
HVST
Income Generation
Risk Mitigation
-0.7% -10.5% -1.1% 8.2% 0.90%
BEAR
Risk Mitigation
- -6.6% -3.5% -8.3% - 1.38%
BBOZ
Risk Mitigation
- -16.4% -21.2% -17.6% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
6.3% -3.0% 7.7% 2.9% 0.25%
QFN
Capital Appreciation
Income Generation
4.1% -21.2% 5.5% 6.0% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
0.3% 1.8% 4.5% 1.2% 0.22%
AAA
Income Generation
Risk Mitigation
0.2% 1.0% 2.6% 1.1% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
3.9% 2.3% 8.3% 4.6% 0.25%
QRE
Capital Appreciation
- 7.1% 4.1% 0.5% 2.2% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
12.3% 4.2% 7.4% 2.4% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
4.2% -1.2% 8.3% 3.0% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
0.8% 1.6% 7.2% 2.6% 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
11.4% 10.5% 14.1% 0.3% 1.00%
EINC
Income Generation
- 4.6% -11.1% 0.1% 3.9% 0.85%
RINC
Income Generation
Portfolio Diversification
2.1% -19.2% 2.9% 4.6% 0.85%
POU
Portfolio Diversification
- -2.9% 0.0% 2.0% 0.5% 0.45%
QCB
Portfolio Diversification
- 11.3% -11.6% -8.2% - 1.29%
OOO
Portfolio Diversification
- 16.7% -69.4% -23.9% 21.7% 0.69%
DBBF
Portfolio Diversification
- 2.8% - -0.7% - 0.26%
DZZF
Portfolio Diversification
- 1.9% - -3.1% - 0.26%
DGGF
Portfolio Diversification
- 3.5% - -2.1% - 0.26%
DHHF
Portfolio Diversification
- 4.1% - -3.2% - 0.26%
YMAX
Income Generation
Capital Appreciation
7.1% -7.5% 4.4% 9.4% 0.76%
EEU
Portfolio Diversification
- -3.7% -1.9% 1.7% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
7.2% -2.7% 6.3% 14.0% 0.56%
F100
Portfolio Diversification
- -3.8% -14.4% -14.5% 2.6% 0.45%
QOZ
Capital Appreciation
Income Generation
5.0% -10.2% 6.4% 3.7% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
-0.9% -4.2% 8.6% 4.2% 0.40%
GEAR
Capital Appreciation
Income Generation
12.7% -24.4% 4.3% 6.8% 0.80%
GGUS
Capital Appreciation
- 33.3% 23.9% 17.3% - 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
11.6% -1.1% 3.9% 0.6% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
3.5% -20.4% 1.1% 2.6% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
0.0% 18.8% 18.6% 12.2% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-4.4% -33.5% -6.5% 3.3% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
21.2% 51.3% 10.6% 2.0% 0.57%
GGOV
Risk Mitigation
Portfolio Diversification
-1.4% - -1.6% - 0.22%
DRUG
Capital Appreciation
Portfolio Diversification
1.7% 14.8% 8.9% 1.0% 0.57%
INCM
Income Generation
Portfolio Diversification
-3.1% -20.1% -7.7% 4.1% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
1.0% 17.6% 19.6% 2.4% 0.35%
HQLT
Capital Appreciation
Portfolio Diversification
- - 7.5% - 0.38%
RBTZ
Capital Appreciation
Portfolio Diversification
5.2% 32.2% 10.5% 4.5% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
6.2% 27.8% 21.6% 10.8% 0.59%
HETH
Capital Appreciation
Portfolio Diversification
- - 6.9% - 0.62%
QAU
Portfolio Diversification
- 13.1% 24.5% 2.5% 2.2% 0.59%
IIND
Capital Appreciation
Portfolio Diversification
5.6% -3.7% -2.4% - 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
6.8% 13.7% 6.7% 0.6% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
2.5% -5.3% 4.2% 3.3% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
0.3% 1.6% 6.8% 1.4% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
13.8% 44.0% 22.4% 2.5% 0.48%
HNDQ
Capital Appreciation
Portfolio Diversification
- - 10.3% - 0.51%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
0.3% -6.9% 9.0% 6.9% 0.79%
ATEC
Capital Appreciation
Portfolio Diversification
23.7% - 40.1% - 0.48%
AUDS
Portfolio Diversification
- 26.0% 10.1% -5.4% 11.0% 1.38%
YANK
Portfolio Diversification
- -23.1% -26.6% -3.1% - 1.38%
GBND
Portfolio Diversification
Risk Mitigation
1.2% - 2.7% - 0.49%
BBUS
Risk Mitigation
- -31.9% -49.5% -33.4% - 1.38%
USD
Portfolio Diversification
- -10.3% -8.4% 3.2% 1.1% 0.45%