GEAR
BetaShares Geared Australian Equity Fund (Hedge Fund)
💰 HIGH DIVIDEND
⛳️ DIVERSIFIED
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
+ 2.33%
Annual Growth
5 years average annual growth
💰
2.97%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
182
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 413.98m in AUM and 200 holdings. 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.
📈 Performance
Price History
+36.59%
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...
$65,262.69
after 5 years
$136,913.01
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 17 April 2024
Industry Exposure
📙 Other
61%
🏦 Financials
19%
🧱 Materials
14%
🩺 Health
6%
Country Exposure
🇦🇺 Australia
63%
Other
35%
🇳🇿 New Zealand
1%
🇮🇪 Ireland
1%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
2.97%
💰 Annual Distribution Earnings Per $1,000 invested**
$29.74
💰 Most Recent Distribution Franked Percentage Estimate
195.29%
💰 Average Distribution Franked Percentage Estimate
101.69 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the 5 year average distribution yield by $1,000
Estimate your distribution
If you held
$
of GEAR, your last distribution payment(s) would have been:
$ 372.4
on Wed Jan 17 2024
$ 227.13
on Tue Jul 18 2023
*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
$1.20
195.29%
2022
$3.35
83.66%
2021
$1.09
82.61%
2020
$1.26
74.89%
2019
$1.76
78.44%
2018
$1.65
113.59%
2017
$1.37
80.03%
2016
$0.94
82.12%
2015
$0.72
78.69%
💵 Costs
💼
0.80%
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
$26.88
💰 Price To Earnings Ratio
17.95
💰 Price To Book Ratio
2.28
💰 Leveraged
No
💰 Inverse
No
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in GEAR
182
📊 Total Capital Earnings
$1M
🔃 Average investment frequency
31 weeks
💵 Average investment amount
$3,458
⏰ Last time a customer invested in GEAR
4 days
GEAR investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
17%
50k - 100k
45%
Less than 50k
26%
👶 Age of investors
18 - 25
16%
26 - 34
49%
35 - 90
35%
🙋 Cis-gender of investors
Female
49%
Male
51%
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