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BEAR
Description
Description
BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).
ASX
ETF - A bundle of shares
Communications
View factsheet
Performance
Performance
$7.31
AUD
▼ -$11.06 (-60.21%)
30th November 2025, 12:00 a.m.
1M
1Y
10Y
GRAPH
TABLE
GRAPH
TABLE
If I had invested $1,000 in BEAR 10 years ago, today I would have...
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Quick facts
Quick facts
▼ -6.62% Growth
5 year average annual growth
▲ 0.46% Dividends
5 year average dividend yield
$ 500 minimum investment
Due to regulatory requirements
$1,620.60 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
AUD (AUD - AUSTRALIA DOLLAR)
64%
MMKT (BETASHARES AUSTRALIAN CASH PLUS FUND)
19%
AAA (BETASHARES AUS HIGH INTEREST ETF)
17%
Top industry exposure
Other
80%
Communication
20%
See details about holdings & exposure
Distributions
Distributions
Annual dividend yield
N/A
Average franked amount
0%
5 year avg. dividend yield (p.a.)
0.46%
Dividend reinvestment
Highest franked amount
0%
Payout dates
See dividend history
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Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
1.38% p.a.
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Advanced information
Advanced information
Leveraged
Yes
P/E ratio
0.00
Inverse
Yes
P/B ratio
0.00
Expense ratio
1.38
Inception date
2012-07-06
Community insights
Community insights
General statistics
2 investors hold BEAR
42 weeks average time between investments
$2,690 average holding per investor
13 days last community investment
Demographics
Income of investors
Less than 50k
100%
50k - 100k
0%
100k - 150k
0%
150k - 200k
0%
More than 200k
0%
Age of investors
18-25 years old
50%
35-90 years old
50%
26-34 years old
0%
Legal gender of investors
100% male
0% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 11 November 2025, and may have changed since.
Learn more
Learn more
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