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  5. BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF - Managed fund profile

BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF - Managed Fund

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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Fees Comparison

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% p.a.
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% p.a.
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% p.a.
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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF
BetaShares Capital Ltd
Not Rated
Unknown
11 Oct 2024
$4.07 million (as at 20 Nov 2024)
n/a
n/a
Open
Offer information
Type Description

FAQs about the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF

The objective of the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund is

The strategy of the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund is

The APIR code of the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund is .

BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2024.

BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF’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 2024.

BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF’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 2024.

The asset allocation of the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund is :

Alternatives
100%

The Responsible Entity for the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund is BetaShares Capital Ltd.

As at 20 Nov 2024, the size of the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund was $4.07 million.

The BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund has an inception date of 11 Oct 2024.

The current entry price of the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the BetasharesWthBdrNdq100Grd30 - 40%LVRCpxETF 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.