Fund Results

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.

63 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.)*
Active Australian Hybrids Fund	HBRD	Income Generation	Portfolio Diversification	-0.3%	1.3%	3.3%	3.2%	0.55%
Agriculture ETF - Currency Hedged (synthetic)	QAG	Portfolio Diversification	-	-10.8%	-18.7%	-8.8%	-	1.44%
AMP Capital Dynamic Markets Fund (Hedge Fund)	DMKT	Capital Appreciation	Portfolio Diversification	-10.1%	-12.0%	-1.9%	-	0.61%
AMP Capital Global Infrastructure Securities Fund (Unhedged) (Managed Fund)	GLIN	Capital Appreciation	Portfolio Diversification Income Generation	-9.5%	3.7%	8.5%	-	0.85%
AMP Capital Global Property Securities Fund (Unhedged) (Managed Fund)	RENT	Capital Appreciation	Portfolio Diversification Income Generation	-15.3%	-6.4%	2.6%	-	0.99%
Asia Technology Tigers	ASIA	Capital Appreciation	Portfolio Diversification	4.5%	42.7%	17.6%	0.4%	0.67%
Australia 200 ETF	A200	Capital Appreciation	Portfolio Diversification	-10.1%	-6.9%	1.4%	4.2%	0.07%
Australian Bank Floating Rate Bond ETF	QPON	Income Generation	Portfolio Diversification Risk Mitigation	0.4%	2.2%	2.8%	1.8%	0.22%
Australian Dividend Harvester Fund (managed fund)	HVST	Income Generation	Risk Mitigation	-3.1%	-7.4%	-1.0%	11.9%	0.90%
Australian Equities Bear Hedge Fund	BEAR	Risk Mitigation	-	2.3%	-0.8%	-7.8%	-	1.38%
Australian Equities Strong Bear Hedge Fund	BBOZ	Risk Mitigation	-	-6.2%	-15.4%	-15.5%	-	1.38%
Australian Ex-20 Portfolio Diversifier ETF	EX20	Portfolio Diversification	Capital Appreciation Income Generation	-7.0%	-4.6%	6.5%	5.7%	0.25%
Australian Financials Sector ETF	QFN	Capital Appreciation	Income Generation	-21.8%	-22.4%	5.2%	7.0%	0.34%
Australian Government Bond ETF	AGVT	Risk Mitigation	Portfolio Diversification	0.0%	-	4.9%	-	0.22%
Australian High Interest Cash ETF	AAA	Income Generation	Risk Mitigation	0.2%	1.2%	2.7%	1.3%	0.18%
Australian Investment Grade Corporate Bond ETF	CRED	Income Generation	Portfolio Diversification Risk Mitigation	-4.3%	3.4%	7.3%	4.1%	0.25%
Australian Resources Sector ETF	QRE	Capital Appreciation	-	3.9%	-3.7%	-0.2%	5.4%	0.34%
Australian Small Companies Select Fund	SMLL	Capital Appreciation	Income Generation Portfolio Diversification	-2.5%	-4.8%	4.1%	2.7%	0.39%
Australian Sustainability Leaders ETF	FAIR	Capital Appreciation	Portfolio Diversification Income Generation	-5.1%	0.0%	7.4%	3.7%	0.49%
BetaShares Legg Mason Australian Bond Fund	BNDS	Income Generation	Portfolio Diversification Risk Mitigation	-0.5%	4.5%	7.8%	-	0.42%
BetaShares Legg Mason Emerging Markets Fund	EMMG	Portfolio Diversification	Capital Appreciation	-12.1%	5.4%	6.0%	-	1.00%
BetaShares Legg Mason Equity Income Fund	EINC	Income Generation	-	-11.5%	-11.5%	-1.8%	5.4%	0.85%
BetaShares Legg Mason Real Income Fund	RINC	Income Generation	Portfolio Diversification	-19.5%	-13.5%	2.3%	5.9%	0.85%
British Pound ETF	POU	Portfolio Diversification	-	-6.1%	2.4%	2.4%	0.5%	0.45%
Commodities Basket ETF - Currency Hedged (synthetic)	QCB	Portfolio Diversification	-	-15.4%	-23.6%	-9.6%	-	1.29%
Crude Oil Index ETF - Currency Hedged (synthetic)	OOO	Portfolio Diversification	-	-67.5%	-73.1%	-25.9%	30.3%	0.69%
Diversified Balanced ETF	DBBF	Portfolio Diversification	-	-3.5%	-	-3.4%	-	0.26%
Diversified Conservative Income ETF	DZZF	Portfolio Diversification	-	-4.6%	-	-4.9%	-	0.26%
Diversified Growth ETF	DGGF	Portfolio Diversification	-	-5.1%	-	-5.4%	-	0.26%
Diversified High Growth ETF	DHHF	Portfolio Diversification	-	-6.4%	-	-7.0%	-	0.26%
Australian Top 20 Equity Yield Maximiser Fund (managed fund)	YMAX	Income Generation	Capital Appreciation	-12.7%	-12.2%	3.6%	10.1%	0.76%
Euro ETF	EEU	Portfolio Diversification	-	-1.9%	3.4%	2.1%	-	0.45%
Europe ETF - Currency Hedged	HEUR	Capital Appreciation	Portfolio Diversification	-7.0%	-5.8%	5.0%	-	0.56%
FTSE 100 ETF	F100	Portfolio Diversification	-	-12.4%	-	-13.1%	-	0.45%
FTSE RAFI Australia 200 ETF	QOZ	Capital Appreciation	Income Generation	-12.6%	-12.2%	5.9%	7.3%	0.40%
FTSE RAFI U.S. 1000 ETF	QUS	Capital Appreciation	Portfolio Diversification	-6.4%	4.6%	9.2%	4.4%	0.40%
Geared Australian Equity Fund (hedge fund)	GEAR	Capital Appreciation	Income Generation	-30.5%	-27.1%	2.5%	12.8%	0.80%
Geared U.S. Equity Fund - Currency Hedged (hedge fund)	GGUS	Capital Appreciation	-	-1.7%	5.6%	11.4%	0.2%	0.80%
Global Agriculture ETF - Currency Hedged	FOOD	Capital Appreciation	Portfolio Diversification	-4.2%	-7.8%	1.2%	0.7%	0.57%
Global Banks ETF - Currency Hedged	BNKS	Capital Appreciation	Portfolio Diversification Income Generation	-22.3%	-24.7%	0.2%	2.7%	0.57%
Global Cybersecurity ETF	HACK	Capital Appreciation	Portfolio Diversification	13.7%	27.8%	20.0%	8.2%	0.67%
Global Energy Companies ETF - Currency Hedged	FUEL	Capital Appreciation	Portfolio Diversification	-19.7%	-32.9%	-5.9%	1.4%	0.57%
Global Gold Miners ETF - Currency Hedged	MNRS	Capital Appreciation	Portfolio Diversification	31.1%	76.1%	5.9%	-	0.57%
Global Government Bond 20+ Year ETF – Currency Hedged	GGOV	Risk Mitigation	Portfolio Diversification	-	-	-0.2%	-	0.22%
Global Healthcare ETF - Currency Hedged	DRUG	Capital Appreciation	Portfolio Diversification	10.7%	19.1%	9.0%	0.4%	0.57%
Global Income Leaders	INCM	Income Generation	Portfolio Diversification	-18.8%	-14.6%	-7.0%	5.0%	0.45%
Global Quality Leaders ETF	QLTY	Capital Appreciation	Portfolio Diversification	6.5%	27.7%	22.4%	1.8%	0.35%
Global Quality Leaders ETF - Currency Hedged	HQLT	Capital Appreciation	Portfolio Diversification	-	-	-	-	0.38%
Global Robotics and Artificial Intelligence ETF	RBTZ	Capital Appreciation	Portfolio Diversification	11.0%	28.9%	8.8%	0.5%	0.57%
Global Sustainability Leaders ETF	ETHI	Capital Appreciation	Portfolio Diversification	7.1%	33.0%	21.2%	3.5%	0.59%
Gold Bullion ETF - Currency Hedged	QAU	Portfolio Diversification	-	4.3%	29.1%	1.2%	-	0.59%
India Quality ETF	IIND	Capital Appreciation	Portfolio Diversification	-13.8%	-	-7.8%	-	0.80%
Japan ETF - Currency Hedged	HJPN	Capital Appreciation	Portfolio Diversification	2.4%	8.2%	5.4%	0.6%	0.56%
Managed Risk Australian Share Fund (managed fund)	AUST	Risk Mitigation	Capital Appreciation Income Generation	-5.4%	-5.1%	3.9%	4.0%	0.49%
Managed Risk Global Share Fund (managed fund)	WRLD	Risk Mitigation	Capital Appreciation Portfolio Diversification	-3.6%	6.9%	7.2%	1.4%	0.54%
NASDAQ 100 ETF	NDQ	Capital Appreciation	Portfolio Diversification	9.8%	40.5%	20.5%	1.9%	0.48%
S&P 500 Yield Maximiser Fund (managed fund)	UMAX	Income Generation	Capital Appreciation Portfolio Diversification	-9.0%	1.5%	9.3%	6.2%	0.79%
S&P/ASX Australian Technology ETF	ATEC	Capital Appreciation	Portfolio Diversification	-	-	13.3%	-	0.48%
Strong Australian Dollar Fund (hedge fund)	AUDS	Portfolio Diversification	-	-4.1%	-20.0%	-11.8%	-	1.38%
Strong U.S. Dollar Fund (hedge fund)	YANK	Portfolio Diversification	-	-11.2%	2.4%	4.1%	18.8%	1.38%
Sustainability Leaders Diversified Bond ETF - Currency Hedged	GBND	Portfolio Diversification	Risk Mitigation	-0.9%	-	1.4%	-	0.49%
U.S Dollar ETF	USD	Portfolio Diversification	-	-2.9%	5.6%	4.5%	2.2%	0.45%
U.S. Equities Strong Bear Hedge Fund - Currency Hedged	BBUS	Risk Mitigation	-	-21.4%	-36.2%	-29.4%	-	1.38%

Fund Results

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63 Results

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