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.

60 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
0.7% 5.3% 4.6% 3.4% 0.55%
QAG
Portfolio Diversification
- -0.7% -8.3% -7.5% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
0.8% 3.2% 2.1% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
9.1% 33.2% 13.4% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
4.9% 25.8% 8.8% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
13.9% 32.5% 16.5% 0.4% 0.67%
A200
Capital Appreciation
Portfolio Diversification
6.0% 24.5% 13.1% 3.9% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.6% 3.6% 3.0% 2.1% 0.22%
HVST
Income Generation
Risk Mitigation
2.8% 16.1% 1.1% 10.6% 0.90%
BEAR
Risk Mitigation
- -5.9% -19.6% -9.4% - 1.38%
BBOZ
Risk Mitigation
- -13.3% -42.1% -18.5% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
5.6% 24.2% 12.8% 4.8% 0.25%
QFN
Capital Appreciation
Income Generation
0.7% 18.5% 8.9% 5.2% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
2.0% - 3.7% - 0.22%
AAA
Income Generation
Risk Mitigation
0.3% 1.6% 2.7% 1.7% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
2.8% 14.6% 11.1% 3.3% 0.25%
QRE
Capital Appreciation
- 7.3% 15.4% 1.0% 4.8% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
2.7% 17.5% 9.0% 2.4% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
7.8% 27.4% 15.0% 3.2% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
1.5% 9.2% 9.8% - 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
8.2% - 21.5% - 1.00%
EINC
Income Generation
- 2.3% 22.2% 8.7% 4.2% 0.85%
RINC
Income Generation
Portfolio Diversification
2.3% 21.2% 17.2% 4.2% 0.85%
POU
Portfolio Diversification
- 4.9% 9.3% 3.1% 0.5% 0.45%
QCB
Portfolio Diversification
- -4.2% -6.8% -7.4% - 1.29%
OOO
Portfolio Diversification
- -4.8% -6.1% -14.6% 7.9% 0.69%
DBBF
Portfolio Diversification
- - - 2.6% - 0.26%
DZZF
Portfolio Diversification
- - - 1.2% - 0.26%
DGGF
Portfolio Diversification
- - - 3.4% - 0.26%
DHHF
Portfolio Diversification
- - - 4.5% - 0.26%
YMAX
Income Generation
Capital Appreciation
4.2% 16.5% 6.6% 8.6% 0.76%
EEU
Portfolio Diversification
- 2.0% 4.6% 2.1% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
2.0% 16.0% 10.0% - 0.56%
F100
Portfolio Diversification
- 5.9% - 8.4% - 0.45%
QOZ
Capital Appreciation
Income Generation
4.0% 21.1% 9.8% 5.9% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
7.0% 24.7% 12.6% 3.9% 0.40%
GEAR
Capital Appreciation
Income Generation
12.9% 55.2% 12.8% 7.4% 0.80%
GGUS
Capital Appreciation
- 12.2% 41.3% 19.1% 0.1% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-0.8% 2.2% 5.5% 0.6% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-1.5% 2.8% 10.6% 1.9% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
12.1% 31.0% 19.5% 8.8% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-3.5% -7.6% 3.3% 1.0% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
7.2% 43.9% 1.0% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
5.2% 13.8% 9.1% 0.4% 0.57%
INCM
Income Generation
Portfolio Diversification
3.6% 17.8% 13.5% 3.4% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
10.0% 35.4% 25.9% 1.9% 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
7.4% 29.2% 5.4% 0.5% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
12.3% 38.8% 21.9% 3.7% 0.59%
QAU
Portfolio Diversification
- 4.5% 17.6% 0.4% - 0.59%
IIND
Capital Appreciation
Portfolio Diversification
0.5% - 8.3% - 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
2.0% 8.5% 7.9% 0.6% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
4.6% 17.7% 7.3% 3.5% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
7.3% 21.7% 9.8% 1.3% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
14.6% 42.4% 20.3% 2.1% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
5.5% 25.6% 12.8% 5.4% 0.79%
AUDS
Portfolio Diversification
- -7.0% -19.8% -9.8% - 1.38%
YANK
Portfolio Diversification
- 6.5% 22.3% 6.6% 17.7% 1.38%
GBND
Portfolio Diversification
Risk Mitigation
- - 1.3% - 0.49%
USD
Portfolio Diversification
- 3.2% 10.8% 4.6% 2.3% 0.45%
BBUS
Risk Mitigation
- -14.6% -37.3% -30.4% - 1.38%