BBOZ
BetaShares Australian Strong Bear (Hedge Fund)
🇦🇺 ASX
📈 HIGH PRICE GROWTH
📞 COMMUNICATIONS
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
+ 37.83%
Annual Growth
5 years average annual growth
💰
0.00%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
16
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index)
📈 Performance
Price History
+6.35%
1M
1Y
All Time
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$182,143.9
after 5 years
$1,344,948.94
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
Show more
Updated as of 16 July 2024
Industry Exposure
📙 Other
69%
📞 Communication
31%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
0.00%
💰 Annual Distribution Earnings Per $1,000 invested**
$0.00
💰 Most Recent Distribution Franked Percentage Estimate
0.00%
💰 Average Distribution Franked Percentage Estimate
0.00 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of BBOZ, your last distribution payment(s) would have been:
$ 0
on Tue Jul 18 2023
$ 262.97
on Mon Jul 18 2022
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$0.00
0.00%
2023
$0.00
0.00%
2022
$0.00
0.00%
2021
$0.00
0.00%
2020
$0.00
0.00%
2019
$0.00
0.00%
2018
$0.00
0.00%
2017
$0.00
0.00%
2016
$0.00
0.00%
2015
$2.41
0.00%
💵 Costs
💼
1.38%
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$27.12
💰 Price To Earnings Ratio
0.00
💰 Price To Book Ratio
0.00
💰 Leveraged
Yes
💰 Inverse
Yes
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in BBOZ
16
📊 Total Capital Earnings
$1K
🔃 Average investment frequency
24 weeks
💵 Average investment amount
$7,707
⏰ Last time a customer invested in BBOZ
4 days
BBOZ investor breakdown
💵 Income of investors
More than 200k
150k - 200k
6%
100k - 150k
33%
50k - 100k
17%
Less than 50k
39%
👶 Age of investors
18 - 25
26 - 34
38%
35 - 90
56%
🙋 Legal gender of investors
Female
44%
Male
56%
Pearlers who invest in BBOZ also invest in...
VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
🙌 Performance (5Yr p.a)
3.53%
📊 Share price
$101.73 AUD
🇦🇺 AUSTRALIA
⛳️ DIVERSIFIED
🧱 MATERIALS
💸 FINANCIALS
VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
🙌 Performance (5Yr p.a)
13.99%
📊 Share price
$140.06 AUD
⛳️ DIVERSIFIED
📈 HIGH PRICE GROWTH
🌏 GLOBAL
🤖 TECHNOLOGY
BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars.
🙌 Performance (5Yr p.a)
-17.10%
📊 Share price
$4.37 AUD
📞 COMMUNICATIONS
IVV
IVV.AX was created on 2007-10-10 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.
🙌 Performance (5Yr p.a)
20.53%
📊 Share price
$63.52 AUD
📈 HIGH PRICE GROWTH
🇺🇸 UNITED STATES
VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
🙌 Performance (5Yr p.a)
3.77%
📊 Share price
$68.85 AUD
🌏 GLOBAL
⛳️ DIVERSIFIED
Want more shares? Try these...
BlueBet Holdings Ltd. engages in online wagering. The company is headquartered in Sydney, New South Wales. The company went IPO on 2021-07-02. The firm is engaged in offering sports and racing betting products and services to online and telephone clients through its advanced online wagering platform and mobile applications. The company operates through two geographical segments: Australia and North America. The firm offers wagering products on approximately 31 sports in Australia and internationally, plus entertainment and politics wagering markets. The firm provides customers with a range of traditional wagering products as well as more products, such as Exotics, Same Game Multis and Same Race Multis. The firm is powered by a cloud-based technology platform that has been materially customized and enhanced by the Company. The firm has developed its customer-facing technology platform, Website, and native applications with a mobile-first strategy. Its subsidiaries include BlueBet Pty Ltd, BlueBet IP Pty Ltd, and BlueBet USA, Inc.
📊 Share price
$0.29 AUD
🏨 HOTELS, RESTAURANTS & LEISURE
BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars.
🙌 Performance (5Yr p.a)
-17.10%
📊 Share price
$4.37 AUD
📞 COMMUNICATIONS
Brisbane Broncos Ltd. engages in the provision of sports and entertainment products and services. The company is headquartered in Brisbane, Queensland. The firm is engaged in the management and operation of the Brisbane Broncos Rugby League Football teams. The company is focused on improving the on-field performance of the National Rugby League (NRL) and NRL Women’s Premiership (NRLW) teams. Its subsidiaries include Brisbane Broncos Corporations Trust, Brisbane Broncos Corporation Pty Ltd (Trustee), Queensland Entertainment Services Pty Ltd, Laurelgrove Pty Ltd, Pacific Sports International Pty Ltd, Brisbane Broncos (Licencee) Pty Ltd, A.C.N. 067 052 386 Pty Ltd, Pacific Sports Holdings Pty Ltd (Trustee), Brisbane Professional Sports Investment Pty Ltd and AH BR Pty Ltd.
🙌 Performance (5Yr p.a)
25.85%
📊 Share price
$0.94 AUD
📈 HIGH PRICE GROWTH
🎥 MEDIA
Baby Bunting Group Ltd. operates as a retailer of maternity and baby goods. The company is headquartered in Melbourne, Victoria and currently employs 1,590 full-time employees. The company went IPO on 2015-10-14. The firm primarily catering to parents with children from newborn to three years of age and parents-to-be. Its core purpose is to support new and expectant parents in the early years of parenthood. Its principal product categories include prams, cots and nursery furniture, car safety, toys, babywear, feeding, nappies, manchester, associated accessories and consumables. The company also provides services that are complementary to the products it sells, including car seat installation and hire services of certain nursery products. The company offers various brands, including 4Baby, Bilbi, Britax, Bugaboo, Jengo, Camelbak, Charli Chair, Cherub Baby, Chicco, Dentons, Designer Kidz, and others. The company operates stores throughout Australia and an online store, babybunting.com.au. The company also has operations in New Zealand, with three stores in Auckland and one store in Christchurch and an online store, babybunting.co.nz.
🙌 Performance (5Yr p.a)
-9.77%
📊 Share price
$1.75 AUD
🛍️ CONSUMER
🕊️ SOCIALLY AWARE