HBRD
Aussie Hybrids (active managed fund)
π¦πΊ ASX
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
+ 0.10%
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
43
Pearlers Invested
Since January 2020
π Overview
Key information
π 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.
π 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?
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 moreTop holdings information is not yet available for this fund. For more information please visit the fund manager's website.
Industry Exposure
π Other
100%
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
61.08 %
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 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%
π΅ Costs
πΌ
0.55%
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*
$10.18
π° Price To Earnings Ratio
0.00
π° Price To Book Ratio
0.00
π° Leveraged
No
π° Inverse
No
*Price may be up to 24 hours old
π©βπ©βπ¦ Community Insights
How our community is investing
π Pearlers invested in HBRD
43
π Total Capital Earnings
$184K
π Average investment frequency
35 weeks
π΅ Average investment amount
$15,267
β° Last time a customer invested in HBRD
1 day
HBRD investor breakdown
π΅ Income of investors
More than 200k
11%
150k - 200k
14%
100k - 150k
21%
50k - 100k
21%
Less than 50k
30%
πΆ Age of investors
18 - 25
9%
26 - 34
35%
35 - 90
56%
π Legal gender of investors
Female
47%
Male
53%
Pearlers who invest in HBRD also invest in...
IVV
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π Performance (5Yr p.a)
18.18%
π Share price
$62.90 AUD
πΊπΈ UNITED STATES
π HIGH PRICE GROWTH
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,
π Performance (5Yr p.a)
-2.48%
π 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.
π Performance (5Yr p.a)
3.93%
π Share price
$137.49 AUD
π¦πΊ AUSTRALIA
β³οΈ DIVERSIFIED
πΈ 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.
π Performance (5Yr p.a)
3.43%
π Share price
$102.17 AUD
𧱠MATERIALS
β³οΈ DIVERSIFIED
πΈ FINANCIALS
π¦πΊ 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.
π Performance (5Yr p.a)
1.86%
π Share price
$6.12 AUD
πΈ FINANCIALS
π€ TECHNOLOGY
π GLOBAL
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