BEAR
BetaShares Australian Equities Bear (Hedge Fund)
π¦πΊ ASX
π COMMUNICATIONS
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
-7.25%
Annual Growth
5 years average annual growth
π°
0.00%
Annual distribution yield
Based on the most recent distribution
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
3
Pearlers Invested
Since January 2020
π Overview
Key information
π Fund Overview
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).
π Performance
Price History
-58.22%
1M
1Y
10Y
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...
$51,501.29
after 5 years
$86,266.15
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?
ποΈ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out βπ΅ Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out ββ±οΈ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out βπ Top Holdings
Show moreSPI 200 FUTURES SEP24
AUD - AUSTRALIA DOLLAR
47.09%
Updated as of 16 July 2024
Industry Exposure
π Other
80%
π Communication
20%
π° Distributions
Payouts
π° Annual Distribution Yield*
0.00%
π° Annual Distribution Earnings Per $1,000 invested**
$0.00
π° Most Recent Distribution Franked Percentage Estimate
0.00%
π° Average Distribution Franked Percentage Estimate
0.00 %
π° 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 BEAR, your last distribution payment(s) would have been:
$ 0
on Tue Jul 18 2023
$ 136.68
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
$0.17
NaN%
2015
$0.00
NaN%
π΅ Costs
πΌ
1.38%
Management Fee
Included in unit price, not charged by Pearler
πΈ
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πΈ Net fee calculatorπ€ Advanced information
Technical Info
π° Price*
$7.62
π° Price To Earnings Ratio
0.00
π° Price To Book Ratio
0.00
π° Leveraged
Yes
π° Inverse
Yes
*Price may be up to 24 hours old
π©βπ©βπ¦ Community Insights
How our community is investing
π Pearlers invested in BEAR
3
π Total Capital Earnings
$-227.965
π Average investment frequency
42 weeks
π΅ Average investment amount
$2,398
β° Last time a customer invested in BEAR
169 days
BEAR investor breakdown
π΅ Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
Less than 50k
100%
πΆ Age of investors
18 - 25
33%
26 - 34
35 - 90
67%
π Legal gender of investors
Female
Male
100%
Pearlers who invest in BEAR also invest in...
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π Performance (5Yr p.a)
4.34%
π Share price
$103.40 AUD
β³οΈ DIVERSIFIED
𧱠MATERIALS
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π GLOBAL
β³οΈ DIVERSIFIED
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π Performance (5Yr p.a)
19.47%
π Share price
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π HIGH PRICE GROWTH
πΊπΈ UNITED STATES
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π Performance (5Yr p.a)
4.91%
π Share price
$139.49 AUD
π¦πΊ AUSTRALIA
β³οΈ DIVERSIFIED
πΈ 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.
π Performance (5Yr p.a)
13.10%
π Share price
$133.71 AUD
π€ TECHNOLOGY
π HIGH PRICE GROWTH
β³οΈ DIVERSIFIED
π GLOBAL
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π Performance (5Yr p.a)
5.31%
π Share price
$13.40 AUD
π¦ BANKING
π³ ENVIRONMENTAL
ποΈ SOCIALLY AWARE
π° HIGH DIVIDEND
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π Share price
$0.06 AUD
π€ TECHNOLOGY
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π Share price
$0.11 AUD
𧬠BIOTECHNOLOGY