Our funds
Investment goal
Use the checkboxes on the side to compare funds with each other.
Search results: (95) funds
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* |
---|
Use checkboxes to compare funds
All funds (95)
Use checkboxes to compare funds
Active (6)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
HBRD | Active Australian Hybrids Fund (managed fund) |
|
1.7% | 6.8% | 3.9% | 3.6% | - | 0.55% | ||
SMLL | Australian Small Companies Select Fund (managed fund) |
|
4.4% | 11.1% | 0.9% | 5.2% | - | 0.39% | ||
EMMG | Betashares Martin Currie Emerging Markets Fund (managed fund) |
|
5.9% | 3.8% | -3.5% | 3.1% | - | 1.00% | ||
EINC | Betashares Martin Currie Equity Income Fund (managed fund) |
|
5.7% | 8.6% | 6.2% | 4.9% | - | 0.85% | ||
RINC | Betashares Martin Currie Real Income Fund (managed fund) |
|
4.3% | 2.6% | 3.6% | 1.2% | - | 0.85% | ||
BNDS | Betashares Western Asset Australian Bond Fund (managed fund) |
|
3.0% | 5.3% | -2.1% | -0.4% | - | 0.42% |
Use checkboxes to compare funds
Australian shares (19)
Use checkboxes to compare funds
Commodities & gold (3)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
OOO | Crude Oil Index ETF – Currency Hedged (Synthetic) |
|
-2.0% | 4.9% | 10.9% | -8.0% | -14.5% | 1.29% | ||
MNRS | Global Gold Miners ETF – Currency Hedged |
|
14.0% | 21.1% | 1.8% | 9.8% | - | 0.57% | ||
QAU | Gold Bullion ETF – Currency Hedged |
|
3.9% | 20.7% | 7.1% | 8.4% | 4.8% | 0.59% |
Use checkboxes to compare funds
Currencies (3)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
AUDS | Strong Australian Dollar Fund (hedge fund) |
|
2.2% | -8.5% | -13.4% | -8.3% | - | 1.38% | ||
YANK | Strong U.S. Dollar Fund (hedge fund) |
|
-0.6% | 12.8% | 11.2% | 0.7% | - | 1.38% | ||
USD | U.S. Dollar ETF |
|
0.7% | 8.5% | 7.0% | 2.9% | 4.7% | 0.45% |
Use checkboxes to compare funds
Currency hedged (23)
Use checkboxes to compare funds
Digital assets (1)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
CRYP | Crypto Innovators ETF |
|
23.8% | 39.1% | - | - | - | 0.67% |
Use checkboxes to compare funds
Diversified (5)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
GHHF | Betashares Wealth Builder Diversified All Growth Geared (30-40% LVR) Complex ETF |
|
10.2% | - | - | - | - | 0.35% | ||
DHHF | Diversified All Growth ETF |
|
7.2% | 17.5% | 8.6% | - | - | 0.19% | ||
DBBF | Ethical Diversified Balanced ETF |
|
4.2% | 11.3% | 1.9% | - | - | 0.39% | ||
DGGF | Ethical Diversified Growth ETF |
|
4.8% | 13.9% | 4.3% | - | - | 0.39% | ||
DZZF | Ethical Diversified High Growth ETF |
|
5.5% | 16.4% | 6.6% | - | - | 0.39% |
Use checkboxes to compare funds
Equity income (7)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
HVST | Australian Dividend Harvester Fund (managed fund) |
|
7.2% | 13.1% | - | - | - | 0.72% | ||
YMAX | Australian Top 20 Equity Yield Maximiser Fund (managed fund) |
|
6.4% | 14.6% | 7.9% | 6.7% | 5.2% | 0.76% | ||
EINC | Betashares Martin Currie Equity Income Fund (managed fund) |
|
5.7% | 8.6% | 6.2% | 4.9% | - | 0.85% | ||
RINC | Betashares Martin Currie Real Income Fund (managed fund) |
|
4.3% | 2.6% | 3.6% | 1.2% | - | 0.85% | ||
INCM | Global Income Leaders ETF |
|
7.0% | 16.7% | 10.7% | 6.0% | - | 0.45% | ||
QMAX | Nasdaq 100 Yield Maximiser Fund (managed fund) |
|
5.2% | 22.0% | - | - | - | 0.68% | ||
UMAX | S&P 500 Yield Maximiser Fund (managed fund) |
|
5.9% | 18.0% | 11.5% | 10.0% | - | 0.79% |
Use checkboxes to compare funds
Fixed income, cash & hybrids (19)
Use checkboxes to compare funds
Global shares (51)
Use checkboxes to compare funds
New (2)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
MTUM | Australian Momentum ETF |
|
- | - | - | - | - | 0.35% | ||
HQUS | S&P 500 Equal Weight Currency Hedged ETF |
|
- | - | - | - | - | 0.32% |
Use checkboxes to compare funds
Property & infrastructure (1)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
RINC | Betashares Martin Currie Real Income Fund (managed fund) |
|
4.3% | 2.6% | 3.6% | 1.2% | - | 0.85% |
Use checkboxes to compare funds
Responsible investing (8)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
FAIR | Australian Sustainability Leaders ETF |
|
4.8% | 10.0% | 3.7% | 4.6% | - | 0.49% | ||
ERTH | Climate Change Innovation ETF |
|
3.2% | -19.5% | -13.5% | - | - | 0.65% | ||
DBBF | Ethical Diversified Balanced ETF |
|
4.2% | 11.3% | 1.9% | - | - | 0.39% | ||
DGGF | Ethical Diversified Growth ETF |
|
4.8% | 13.9% | 4.3% | - | - | 0.39% | ||
DZZF | Ethical Diversified High Growth ETF |
|
5.5% | 16.4% | 6.6% | - | - | 0.39% | ||
ETHI | Global Sustainability Leaders ETF |
|
7.2% | 23.5% | 10.4% | 17.5% | - | 0.59% | ||
HETH | Global Sustainability Leaders ETF – Currency Hedged |
|
6.9% | 19.7% | 6.1% | - | - | 0.62% | ||
GBND | Sustainability Leaders Diversified Bond ETF – Currency Hedged |
|
2.7% | 4.8% | -4.1% | - | - | 0.49% |
Use checkboxes to compare funds
Sector & regions (24)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
ASIA | Asia Technology Tigers ETF |
|
7.5% | 16.3% | -3.2% | 10.2% | - | 0.67% | ||
QFN | Australian Financials Sector ETF |
|
14.7% | 30.8% | 13.0% | 8.9% | 6.8% | 0.34% | ||
QRE | Australian Resources Sector ETF |
|
-6.5% | -6.7% | 4.1% | 7.7% | 7.1% | 0.34% | ||
EMMG | Betashares Martin Currie Emerging Markets Fund (managed fund) |
|
5.9% | 3.8% | -3.5% | 3.1% | - | 1.00% | ||
HEUR | Europe ETF – Currency Hedged |
|
0.1% | 9.0% | 5.3% | 8.0% | - | 0.56% | ||
H100 | FTSE 100 Currency Hedged ETF |
|
3.3% | - | - | - | - | 0.48% | ||
F100 | FTSE 100 ETF |
|
5.5% | 15.8% | 11.0% | 7.6% | - | 0.45% | ||
FOOD | Global Agriculture Companies ETF – Currency Hedged |
|
-1.0% | -5.7% | 1.2% | 5.4% | - | 0.57% | ||
BNKS | Global Banks ETF – Currency Hedged |
|
7.9% | 25.8% | 9.4% | 6.4% | - | 0.57% | ||
HACK | Global Cybersecurity ETF |
|
2.7% | 22.5% | 8.9% | 15.2% | - | 0.67% | ||
FUEL | Global Energy Companies ETF – Currency Hedged |
|
-0.7% | 10.1% | 20.1% | 6.6% | - | 0.57% | ||
MNRS | Global Gold Miners ETF – Currency Hedged |
|
14.0% | 21.1% | 1.8% | 9.8% | - | 0.57% | ||
DRUG | Global Healthcare ETF – Currency Hedged |
|
7.2% | 14.2% | 5.8% | 10.2% | - | 0.57% | ||
IIND | India Quality ETF |
|
7.9% | 27.2% | 11.6% | - | - | 0.80% | ||
HJPN | Japan ETF – Currency Hedged |
|
1.5% | 27.0% | 16.6% | 16.9% | - | 0.56% | ||
HNDQ | Nasdaq 100 Currency Hedged ETF |
|
10.6% | 20.6% | 6.4% | - | - | 0.51% | ||
QNDQ | Nasdaq 100 Equal Weight ETF |
|
4.4% | - | - | - | - | 0.48% | ||
NDQ | Nasdaq 100 ETF |
|
10.5% | 27.1% | 13.6% | 21.4% | - | 0.48% | ||
QMAX | Nasdaq 100 Yield Maximiser Fund (managed fund) |
|
5.2% | 22.0% | - | - | - | 0.68% | ||
JNDQ | Nasdaq Next Gen 100 ETF |
|
4.7% | - | - | - | - | 0.48% | ||
HQUS | S&P 500 Equal Weight Currency Hedged ETF |
|
- | - | - | - | - | 0.32% | ||
QUS | S&P 500 Equal Weight ETF |
|
6.2% | 15.8% | 9.6% | - | - | 0.29% | ||
UMAX | S&P 500 Yield Maximiser Fund (managed fund) |
|
5.9% | 18.0% | 11.5% | 10.0% | - | 0.79% | ||
ATEC | S&P/ASX Australian Technology ETF |
|
5.3% | 23.9% | 4.8% | - | - | 0.48% |
Use checkboxes to compare funds
Short funds & geared funds (13)
Use checkboxes to compare funds
Smart beta (19)
Use checkboxes to compare funds
Technology (13)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
ASIA | Asia Technology Tigers ETF |
|
7.5% | 16.3% | -3.2% | 10.2% | - | 0.67% | ||
CLDD | Cloud Computing ETF |
|
-1.1% | -2.7% | -6.9% | - | - | 0.67% | ||
EDOC | Digital Health and Telemedicine ETF |
|
-2.9% | -20.5% | - | - | - | 0.67% | ||
DRIV | Electric Vehicles and Future Mobility ETF |
|
-1.2% | -17.2% | - | - | - | 0.67% | ||
HACK | Global Cybersecurity ETF |
|
2.7% | 22.5% | 8.9% | 15.2% | - | 0.67% | ||
RBTZ | Global Robotics and Artificial Intelligence ETF |
|
2.4% | 9.4% | 1.1% | 10.9% | - | 0.57% | ||
HNDQ | Nasdaq 100 Currency Hedged ETF |
|
10.6% | 20.6% | 6.4% | - | - | 0.51% | ||
QNDQ | Nasdaq 100 Equal Weight ETF |
|
4.4% | - | - | - | - | 0.48% | ||
NDQ | Nasdaq 100 ETF |
|
10.5% | 27.1% | 13.6% | 21.4% | - | 0.48% | ||
QMAX | Nasdaq 100 Yield Maximiser Fund (managed fund) |
|
5.2% | 22.0% | - | - | - | 0.68% | ||
JNDQ | Nasdaq Next Gen 100 ETF |
|
4.7% | - | - | - | - | 0.48% | ||
ATEC | S&P/ASX Australian Technology ETF |
|
5.3% | 23.9% | 4.8% | - | - | 0.48% | ||
GAME | Video Games and Esports ETF |
|
10.4% | 5.0% | - | - | - | 0.57% |
Use checkboxes to compare funds
Thematic (17)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
ASIA | Asia Technology Tigers ETF |
|
7.5% | 16.3% | -3.2% | 10.2% | - | 0.67% | ||
ERTH | Climate Change Innovation ETF |
|
3.2% | -19.5% | -13.5% | - | - | 0.65% | ||
CLDD | Cloud Computing ETF |
|
-1.1% | -2.7% | -6.9% | - | - | 0.67% | ||
CRYP | Crypto Innovators ETF |
|
23.8% | 39.1% | - | - | - | 0.67% | ||
EDOC | Digital Health and Telemedicine ETF |
|
-2.9% | -20.5% | - | - | - | 0.67% | ||
DRIV | Electric Vehicles and Future Mobility ETF |
|
-1.2% | -17.2% | - | - | - | 0.67% | ||
XMET | Energy Transition Metals ETF |
|
-8.1% | -11.0% | - | - | - | 0.69% | ||
IEAT | Future of Food ETF |
|
6.0% | 5.1% | - | - | - | 0.67% | ||
IPAY | Future of Payments ETF |
|
0.9% | 13.9% | - | - | - | 0.67% | ||
HACK | Global Cybersecurity ETF |
|
2.7% | 22.5% | 8.9% | 15.2% | - | 0.67% | ||
RBTZ | Global Robotics and Artificial Intelligence ETF |
|
2.4% | 9.4% | 1.1% | 10.9% | - | 0.57% | ||
ROYL | Global Royalties ETF |
|
11.7% | 17.0% | - | - | - | 0.69% | ||
URNM | Global Uranium ETF |
|
-8.6% | 44.0% | - | - | - | 0.69% | ||
MTAV | Metaverse ETF |
|
9.1% | 26.6% | - | - | - | 0.69% | ||
IBUY | Online Retail and E-Commerce ETF |
|
1.5% | 11.9% | - | - | - | 0.67% | ||
TANN | Solar ETF |
|
2.8% | -33.0% | - | - | - | 0.69% | ||
GAME | Video Games and Esports ETF |
|
10.4% | 5.0% | - | - | - | 0.57% |
Use checkboxes to compare funds
Wealth builder (2)
Code | Fund name | GoalInvestment goal | 3mPerformance 3 months | 1yPerformance 1 year | 3yPerformance 3 years | 5yPerformance 5 years | 10yPerformance 10 years | Cost*Cost* | ||
---|---|---|---|---|---|---|---|---|---|---|
G200 | Betashares Wealth Builder Australia 200 Geared (30-40% LVR) Complex ETF |
|
9.0% | - | - | - | - | 0.35% | ||
GHHF | Betashares Wealth Builder Diversified All Growth Geared (30-40% LVR) Complex ETF |
|
10.2% | - | - | - | - | 0.35% |
Use checkboxes to compare funds
All fund performance is current as of 31 July 2024. Past performance is not indicative of future performance.
Fund returns are calculated in Australian dollars using net asset value per unit at the start and end of the specified period and do not reflect brokerage or the bid-ask spread that investors incur when buying and selling units on the ASX. Returns are after fund fees and costs, assume reinvestment of any distributions and do not take into account tax paid as an investor in the fund. Returns for periods longer than one year are annualised. Current performance may be higher or lower than the performance shown.
* Costs includes the fund's management fees and costs. Additional costs, such as transaction costs, may apply. Refer to the relevant Product Disclosure Statement for more information. For the Betashares Geared Australian Equity Fund (hedge fund) only, management fees and costs are expressed as a percentage of the gross asset value of the fund. For all other funds, this amount is expressed as a percentage of the net asset value of the fund.
Choose at least one more fund to compare with
0 funds chosen
Comparing 0 funds
We’re sorry, the following funds are not included in the portfolio builder*
*Funds that are less than 5 years old lack the historical data needed to do a correct comparison