GEAR
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BetaShares Geared Australian Equity Fund (Hedge Fund)

🇦🇺 ASX

💸 FINANCIALS

⛳️ DIVERSIFIED

💰 HIGH DIVIDEND

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👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 4.59%
Annual Growth

5 years average annual growth

💰

2.27%
Annual distribution yield

Based on the most recent distribution

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

189
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 430.08m in AUM and 201 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.

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📈 Performance

Price History

+71.07%

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...
$69,181.15

after 5 years

$154,274.51

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

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💵 Investing amount calculator

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⏱️ Investing duration calculator

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📙 Top Holdings

Show more
COMMONWEALTH BANK OF AUSTRALIA
19.29%
CSL LTD
12.95%

Updated as of 16 July 2024

Industry Exposure
📙 Other
38%
🏦 Financials
21%
🧱 Materials
13%
🩺 Health
6%
🛍️ Consumer
5%
🏡 Real Estate
4%
🏭 Industrials
4%
🔋 Energy
3%
📞 Communication
2%
🤖 Information
2%
⚡️ Utilities
1%

💰 Distributions

Payouts

💰 Annual Distribution Yield*

2.27%

💰 Annual Distribution Earnings Per $1,000 invested**

$22.68

💰 Most Recent Distribution Franked Percentage Estimate

789.09%

💰 Average Distribution Franked Percentage Estimate

139.88 %

💰 Distribution reinvestment

Learn more

* Based on the most recent distribution

** Calculated by multiplying the most recent distribution yield by $1,000

Estimate your distribution

If you held

$

of GEAR, your last distribution payment(s) would have been:

$ 125.11

on Tue Jul 16 2024

$ 372.4

on Wed Jan 17 2024

*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

$0.64

789.09%

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

39.34%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

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*

$32.64

💰 Price To Earnings Ratio

18.01

💰 Price To Book Ratio

2.28

💰 Leveraged

No

💰 Inverse

No

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in GEAR

189

📊 Total Capital Earnings

$2M

🔃 Average investment frequency

36 weeks

💵 Average investment amount

$3,560

Last time a customer invested in GEAR

16 hours
GEAR investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

18%

50k - 100k

41%

Less than 50k

28%
👶 Age of investors

18 - 25

12%

26 - 34

46%

35 - 90

42%
🙋 Legal gender of investors

Female

44%

Male

56%

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