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Betashares Australian Momentum ETF - Managed Fund

Fund Objective
The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australia Momentum Select Index (the 'Index'); before taking into account fees and expenses.
Fund Strategy
The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australia Momentum Select Index (the 'Index'); before taking into account fees and expenses.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.4% 2.86% 12.9% 15.65% -% -% -% -%
Growth return -1.4% 2.86% 12.28% 14.26% -% -% -% -%
Income return 0% 0% 0.62% 1.39% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 0.39% 2.7% 11.09% 12.46% 18.51% 13.08% 12.64% 9.68%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
Betashares Australian Momentum ETF
BetaShares Capital Ltd
Equity Australia Large Blend
Not Rated
Investment Fund
22 Jul 2024
$147.19 million (as at 19 Nov 2025)
n/a
n/a
Open
Offer information
Type Description

Top 10 holdings (as at 31 Oct 2025)

Holding (as at 31 Oct 2025) Type % of Portfolio
Telstra Group Ltd Equity 8.75%
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FAQs about the Betashares Australian Momentum ETF

The objective of the Betashares Australian Momentum ETF managed fund is The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australia Momentum Select Index (the 'Index'); before taking into account fees and expenses.

The strategy of the Betashares Australian Momentum ETF managed fund is The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australia Momentum Select Index (the 'Index'); before taking into account fees and expenses.

The APIR code of the Betashares Australian Momentum ETF managed fund is .

Betashares Australian Momentum ETF’s total return last month was -1.4%. This was made up of a growth return of -1.4% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Betashares Australian Momentum ETF’s total return for the last three months was 2.86%. This was made up of a growth return of 2.86% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

Betashares Australian Momentum ETF’s one-year total return is 15.65%. This was made up of a growth return of 14.26% and an income return of 1.39%. These returns were calculated as at 31 Oct 2025.

Betashares Australian Momentum ETF’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the Betashares Australian Momentum ETF managed fund is :

Australian Equities
95.33%
International Equities
4.03%
Cash
0.64%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Betashares Australian Momentum ETF managed fund is BetaShares Capital Ltd.

The Betashares Australian Momentum ETF managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 19 Nov 2025, the size of the Betashares Australian Momentum ETF managed fund was $147.19 million.

The Betashares Australian Momentum ETF managed fund has an inception date of 22 Jul 2024.

The current entry price of the Betashares Australian Momentum ETF managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Betashares Australian Momentum ETF managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Betashares Australian Momentum ETF managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.