Betashares Geared Australian Equity ETF (hedge fund)

Investment objective

Provide investors with a simple way to obtain cost-effective geared exposure to the returns of the Australian share market.

Investment strategy

The fund implements its strategy by combining application money from investors with borrowed funds, and investing the proceeds in a broadly diversified share portfolio generally consisting of approximately 200 of the largest equity securities on the ASX. The responsible entity anticipates that the gearing ratio will generally vary between 50-65% on any given day.

Investment manager

Betashares Capital Limited (Betashares) is an Australian fund manager that specialises in Exchange Traded Funds (ETFs). Established in 2009, Betashares has grown to become one of the market leaders in ETFs and has a wide range of exchange traded products on the ASX. Betashares’ philosophy is to create intelligent investment solutions that broaden the investment possibilities for Australian investors. Betashares products provide access to a wide range of market indices, asset classes and investment strategies, all of which can be bought or sold like any share on the ASX.

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Unit price

Betashares Geared Australian Equity ETF Unit Price History

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Past performance is not a reliable indicator of future performance.

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

	1 mth	3 mth	6 mth	1 yr	2 yrs	3 yrs
Net return* (%)	5.86%	6.83%	14.96%	32.12%	12.71%	9.33%

^{Past performance is not a reliable indicator of future performance.

(*As at 30/11/2024)}

Key features

Key features
APIR code	OVS9527AU
Risk level	7 – very high
Minimum initial investment	$500
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	0.86% p.a.
Recommended minimum investment period	Five years

Target asset allocation

	Min %	Max %
Australian equities	90	100
Cash	0	10