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	1.2%	5.5%	4.1%	2.6%	0.55%
Asia Technology Tigers	ASIA	Capital Appreciation	Portfolio Diversification	2.3%	40.6%	29.3%	1.0%	0.67%
Australia 200 ETF	A200	Capital Appreciation	Portfolio Diversification	8.4%	28.3%	10.1%	2.2%	0.07%
Australian Bank Floating Rate Bond ETF	QPON	Income Generation	Portfolio Diversification Risk Mitigation	0.1%	1.5%	2.5%	0.8%	0.22%
Australian Dividend Harvester Fund (managed fund)	HVST	Income Generation	Risk Mitigation	6.3%	13.3%	1.1%	6.1%	0.90%
Australian Equities Bear Hedge Fund	BEAR	Risk Mitigation	-	-8.3%	-23.1%	-10.0%	-	1.38%
Australian Equities Strong Bear Hedge Fund	BBOZ	Risk Mitigation	-	-18.5%	-47.4%	-22.8%	-	1.38%
Australian Ex-20 Portfolio Diversifier ETF	EX20	Portfolio Diversification	Capital Appreciation Income Generation	7.3%	24.4%	10.2%	2.0%	0.25%
Australian Financials Sector ETF	QFN	Capital Appreciation	Income Generation	8.6%	40.1%	8.5%	1.0%	0.34%
Australian Government Bond ETF	AGVT	Risk Mitigation	Portfolio Diversification	2.3%	-1.9%	1.7%	1.0%	0.22%
Australian High Interest Cash ETF	AAA	Income Generation	Risk Mitigation	0.1%	0.5%	2.4%	0.5%	0.18%
Australian Investment Grade Corporate Bond ETF	CRED	Income Generation	Portfolio Diversification Risk Mitigation	2.5%	4.7%	6.8%	4.5%	0.25%
Australian Major Bank Hybrids Index ETF	BHYB	Income Generation	Portfolio Diversification	-	-	-	-	0.35%
Australian Resources Sector ETF	QRE	Capital Appreciation	-	7.9%	31.6%	2.6%	2.7%	0.34%
Australian Small Companies Select Fund	SMLL	Capital Appreciation	Income Generation Portfolio Diversification	8.7%	38.7%	11.5%	1.7%	0.39%
Australian Sustainability Leaders ETF	FAIR	Capital Appreciation	Portfolio Diversification Income Generation	10.2%	17.8%	10.7%	2.0%	0.49%
BetaShares Legg Mason Australian Bond Fund	BNDS	Income Generation	Portfolio Diversification Risk Mitigation	1.6%	-0.2%	4.7%	1.2%	0.42%
BetaShares Legg Mason Emerging Markets Fund	EMMG	Portfolio Diversification	Capital Appreciation	5.7%	31.7%	20.1%	0.2%	1.00%
BetaShares Legg Mason Equity Income Fund	EINC	Income Generation	-	5.1%	23.7%	6.0%	2.8%	0.85%
BetaShares Legg Mason Real Income Fund	RINC	Income Generation	Portfolio Diversification	5.8%	17.2%	6.6%	3.6%	0.85%
British Pound ETF	POU	Portfolio Diversification	-	1.5%	2.1%	1.9%	0.5%	0.45%
Climate Change Innovation ETF	ERTH	Capital Appreciation	Portfolio Diversification	9.0%	-	-	-	0.65%
Cloud Computing ETF	CLDD	Capital Appreciation	Portfolio Diversification	12.5%	-	-	-	0.67%
Crude Oil Index ETF - Currency Hedged (synthetic)	OOO	Portfolio Diversification	-	24.0%	79.0%	-	12.3%	0.69%
Diversified All Growth ETF	DHHF	Portfolio Diversification	-	8.3%	-	-	-	0.19%
Australian Top 20 Equity Yield Maximiser Fund (managed fund)	YMAX	Income Generation	Capital Appreciation	7.1%	24.7%	6.3%	7.5%	0.76%
Ethical Diversified Balanced ETF	DBBF	Portfolio Diversification	-	5.6%	-	-	-	0.39%
Ethical Diversified Growth ETF	DGGF	Portfolio Diversification	-	7.6%	-	-	-	0.39%
Ethical Diversified High Growth ETF	DZZF	Portfolio Diversification	-	9.7%	-	-	-	0.39%
Euro ETF	EEU	Portfolio Diversification	-	2.1%	-4.3%	1.2%	-	0.45%
Europe ETF - Currency Hedged	HEUR	Capital Appreciation	Portfolio Diversification	6.5%	31.3%	10.6%	11.0%	0.56%
FTSE 100 ETF	F100	Portfolio Diversification	-	7.3%	20.4%	1.2%	2.0%	0.45%
FTSE RAFI Australia 200 ETF	QOZ	Capital Appreciation	Income Generation	6.6%	31.8%	9.2%	1.9%	0.40%
Geared Australian Equity Fund (hedge fund)	GEAR	Capital Appreciation	Income Generation	17.7%	65.2%	10.3%	2.5%	0.80%
Geared U.S. Equity Fund - Currency Hedged (hedge fund)	GGUS	Capital Appreciation	-	17.9%	101.2%	23.6%	-	0.80%
Global Agriculture ETF - Currency Hedged	FOOD	Capital Appreciation	Portfolio Diversification	1.9%	47.5%	9.4%	0.5%	0.57%
Global Banks ETF - Currency Hedged	BNKS	Capital Appreciation	Portfolio Diversification Income Generation	4.6%	44.8%	8.5%	0.9%	0.57%
Global Cybersecurity ETF	HACK	Capital Appreciation	Portfolio Diversification	13.7%	29.8%	21.0%	9.6%	0.67%
Global Energy Companies ETF - Currency Hedged	FUEL	Capital Appreciation	Portfolio Diversification	8.4%	32.3%	0.6%	2.6%	0.57%
Global Gold Miners ETF - Currency Hedged	MNRS	Capital Appreciation	Portfolio Diversification	2.2%	-5.2%	4.4%	2.8%	0.57%
Global Government Bond 20+ Year ETF – Currency Hedged	GGOV	Risk Mitigation	Portfolio Diversification	2.2%	-6.5%	-6.0%	3.0%	0.22%
Global Healthcare ETF - Currency Hedged	DRUG	Capital Appreciation	Portfolio Diversification	8.9%	19.4%	10.4%	0.8%	0.57%
Global Income Leaders	INCM	Income Generation	Portfolio Diversification	3.8%	20.7%	1.8%	3.1%	0.45%
Global Quality Leaders ETF	QLTY	Capital Appreciation	Portfolio Diversification	11.9%	23.8%	21.3%	2.0%	0.35%
Global Quality Leaders ETF - Currency Hedged	HQLT	Capital Appreciation	Portfolio Diversification	10.1%	33.3%	29.4%	0.3%	0.38%
Global Robotics and Artificial Intelligence ETF	RBTZ	Capital Appreciation	Portfolio Diversification	7.6%	34.6%	16.9%	3.5%	0.57%
Global Sustainability Leaders ETF	ETHI	Capital Appreciation	Portfolio Diversification	11.0%	30.8%	22.9%	8.8%	0.59%
Global Sustainability Leaders ETF – Currency Hedged	HETH	Capital Appreciation	Portfolio Diversification	9.3%	-	-	-	0.62%
Gold Bullion ETF - Currency Hedged	QAU	Portfolio Diversification	-	3.8%	-2.5%	1.0%	2.5%	0.59%
India Quality ETF	IIND	Capital Appreciation	Portfolio Diversification	5.8%	30.7%	10.8%	0.3%	0.80%
Japan ETF - Currency Hedged	HJPN	Capital Appreciation	Portfolio Diversification	2.6%	35.7%	11.0%	0.2%	0.56%
Managed Risk Australian Share Fund (managed fund)	AUST	Risk Mitigation	Capital Appreciation Income Generation	6.4%	16.9%	6.1%	2.3%	0.49%
Managed Risk Global Share Fund (managed fund)	WRLD	Risk Mitigation	Capital Appreciation Portfolio Diversification	7.6%	17.4%	8.6%	0.7%	0.54%
NASDAQ 100 ETF	NDQ	Capital Appreciation	Portfolio Diversification	12.8%	31.6%	22.5%	2.1%	0.48%
NASDAQ 100 ETF – Currency Hedged	HNDQ	Capital Appreciation	Portfolio Diversification	11.2%	-	-	-	0.51%
S&P 500 Equal Weight ETF	QUS	Capital Appreciation	Portfolio Diversification	8.3%	-	-	-	0.29%
S&P 500 Yield Maximiser Fund (managed fund)	UMAX	Income Generation	Capital Appreciation Portfolio Diversification	6.1%	24.4%	10.7%	6.4%	0.79%
S&P/ASX Australian Technology ETF	ATEC	Capital Appreciation	Portfolio Diversification	12.1%	39.6%	46.9%	1.1%	0.48%
Strong Australian Dollar Fund (hedge fund)	AUDS	Portfolio Diversification	-	-3.8%	17.5%	-4.4%	10.9%	1.38%
Strong U.S. Dollar Fund (hedge fund)	YANK	Portfolio Diversification	-	2.8%	-20.4%	-3.7%	-	1.38%
Sustainability Leaders Diversified Bond ETF - Currency Hedged	GBND	Portfolio Diversification	Risk Mitigation	0.4%	-0.6%	1.1%	0.4%	0.49%
U.S. Equities Strong Bear Hedge Fund - Currency Hedged	BBUS	Risk Mitigation	-	-18.5%	-59.1%	-36.2%	-	1.38%
U.S Dollar ETF	USD	Portfolio Diversification	-	1.4%	-8.5%	2.8%	1.2%	0.45%

Fund Results

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63 Results

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