Key stats
About BETAGEAR ETF UNITS
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Inception date
Apr 30, 2014
Replication method
Synthetic
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Primary advisor
BetaShares Capital Ltd.
ISIN
AU00000GEAR1
The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund.
Classification
Returns
1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
---|---|---|---|---|---|---|
Price performance | — | — | — | — | — | — |
NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Non-Energy Minerals
Stocks251.34%
Finance39.64%
Non-Energy Minerals17.79%
Health Technology8.22%
Retail Trade7.35%
Technology Services4.69%
Energy Minerals4.41%
Transportation4.39%
Consumer Services3.04%
Communications2.33%
Health Services1.30%
Process Industries1.20%
Industrial Services1.13%
Commercial Services1.07%
Producer Manufacturing0.86%
Distribution Services0.86%
Utilities0.71%
Consumer Non-Durables0.64%
Consumer Durables0.30%
Miscellaneous0.06%
Bonds, Cash & Other−151.34%
Cash−151.34%
Stock breakdown by region
Oceania96.90%
North America2.01%
Europe1.09%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history