Betashares

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 is a leading manager of exchange traded funds (ETFs) and other ASX listed funds. Its aim is to provide intelligent investment solutions, which help Australian investors meet their financial objectives. With a broad range of products now trading on the ASX, its range of ETFs is one of the largest and most diverse available in the ASX market. It offers investors simple-to-use and cost-effective access to equities, cash, currencies, commodities and alternative strategies.

Unit price

BetaShares Geared Australian Equity ETF Unit Price History

Past performance is not a reliable indicator of future performance. The Buy and Sell unit prices differ due to the brokerage costs incurred by Centuria LifeGoals to purchase or sell the underlying securities.

Key features

Key features
APIR codeOVS9527AU
Risk level
7 – very high
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount
$500
Minimum balance$500
Total net management fee1.16% p.a.
Recommended minimum investment periodFive years

Performance

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

1 mth3 mth6 mth1 yr
Net return* (%)-4.77%-2.93%3.49%-15.26%

Past performance is not a reliable indicator of future performance.
(*As at 30/09/2020)

Target asset allocation

Min %Max %
Australian equities90100
Cash010

 

Invest today

You are one step closer to securing your future. Download the Centuria LifeGoals PDS to start investing today.

You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.