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.

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* (%)	4.49%	8.67%	19.66%	16.75%	6.77%	10.84%

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

(*As at 31/03/2024)}

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