General Information

BetaShares Geared Australian Equity(Hdg)
BetaShares Capital Ltd
Equity Australia Large Geared
Not Rated
Investment Fund
29 Apr 2014
$54.54 million (as at 27 Mar 2017)
n/a
n/a

Fund performance (28 Feb 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 4.85 12.36 14.18 46.83 -1.72 - - -
Growth return 4.85 7.38 9.12 37.72 -7.12 - - -
Income return 0 4.98 5.06 9.11 5.4 - - -

Market index (S&P/ASX 200 TR AUD)

Total return 2.25 5.88 7.22 22.13 2.65 6.47 10.64 4.32

Asset Allocation (28 Feb 2017)

Australian Equities 100%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The investment objective of the Fund is to provide geared exposure to the returns of the Australian share market.
The fund will seek to achieve this objective 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 security on the ASX, weighted by their market capitalisation.

Offer information

Indirect Cost Ratio (ICR) 0.80% (as at 30 Sep 2015) (Estimated)

Top 10 holdings (as at 28 Feb 2017)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 9.42%
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* Dates for historical returns vary from fund to fund