HBRD
Asset Logo

Aussie Hybrids (active managed fund)

πŸ‡¦πŸ‡Ί ASX

Compare
Add to watchlist
πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ“™ Holdings

πŸ’° Distributions

πŸ’΅ Cost

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

+ 0.10%
Annual Growth

5 years average annual growth

πŸ’°

0.00%
Annual distribution yield

Based on the most recent distribution

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

43
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2340.71m in AUM and 138 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

πŸ“ View Factsheet

πŸ“ˆ Performance

Price History

+1.60%

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...
$61,653.26

after 5 years

$122,104.15

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?
πŸ—“οΈ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out β†’
πŸ’΅ Investing amount calculator

Determine the recurring investment needed to reach your goals

Try it out β†’
⏱️ Investing duration calculator

Determine how long you will need to invest to reach your goals

Try it out β†’

πŸ“™ Top Holdings

Show more

Top holdings information is not yet available for this fund. For more information please visit the fund manager's website.

Industry Exposure
πŸ“™ Other
100%

πŸ’° Distributions

Payouts

πŸ’° Annual Distribution Yield*

0.00%

πŸ’° Annual Distribution Earnings Per $1,000 invested**

$0.00

πŸ’° Most Recent Distribution Franked Percentage Estimate

0.00%

πŸ’° Average Distribution Franked Percentage Estimate

61.08 %

πŸ’° 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 HBRD, your last distribution payment(s) would have been:

$ 0

on Tue Feb 18 2025

$ 57.1

on Fri Jan 17 2025

*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

2025

$0.00

0.00%

2024

$0.59

2.73%

2023

$0.52

3.32%

2022

$0.31

7.89%

2021

$0.26

8.69%

2020

$0.29

7.76%

2019

$0.35

8.09%

2018

$0.40

6.95%

2017

$0.00

0.00%

2016

$0.00

0.00%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

0.55%
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πŸ’Έ Net fee calculator

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$10.18

πŸ’° Price To Earnings Ratio

0.00

πŸ’° Price To Book Ratio

0.00

πŸ’° Leveraged

No

πŸ’° Inverse

No

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in HBRD

43

πŸ“Š Total Capital Earnings

$184K

πŸ”ƒ Average investment frequency

35 weeks

πŸ’΅ Average investment amount

$15,267

⏰ Last time a customer invested in HBRD

1 day
HBRD investor breakdown
πŸ’΅ Income of investors

More than 200k

11%

150k - 200k

14%

100k - 150k

21%

50k - 100k

21%

Less than 50k

30%
πŸ‘Ά Age of investors

18 - 25

9%

26 - 34

35%

35 - 90

56%
πŸ™‹ Legal gender of investors

Female

47%

Male

53%

Pearlers who invest in HBRD also invest in...

S&P US 500

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.

πŸ™Œ Performance (5Yr p.a)

18.18%

πŸ“Š Share price

$62.90 AUD

πŸ‡ΊπŸ‡Έ UNITED STATES

πŸ“ˆ HIGH PRICE GROWTH

Find Out More

IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2927.6m in AUM and 634 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury,

πŸ™Œ Performance (5Yr p.a)

-2.48%

πŸ“Š Share price

$101.79 AUD

A200.AX was created on 2018-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6966.81m in AUM and 201 holdings. A200.AX aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX.

πŸ™Œ Performance (5Yr p.a)

3.93%

πŸ“Š Share price

$137.49 AUD

πŸ‡¦πŸ‡Ί AUSTRALIA

⛳️ DIVERSIFIED

πŸ’Έ FINANCIALS

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.

πŸ™Œ Performance (5Yr p.a)

3.43%

πŸ“Š Share price

$102.17 AUD

🧱 MATERIALS

⛳️ DIVERSIFIED

πŸ’Έ FINANCIALS

πŸ‡¦πŸ‡Ί AUSTRALIA

FEMX.AX was created on 2013-12-16 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI Emerging Markets Index NR over the suggested minimum investment time period of seven years plus.

πŸ™Œ Performance (5Yr p.a)

1.86%

πŸ“Š Share price

$6.12 AUD

πŸ’Έ FINANCIALS

πŸ€– TECHNOLOGY

🌏 GLOBAL

Want more shares? Try these...

Compare
Add to watchlist