HBRD – BETASHARES ACTIVE AUS HYBRIDS FUND (MANAGED FUND)
Fund Objective
HBRD aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.
Fund Strategy
HBRD will invest in an actively managed portfolio of hybrid securities overseen by a professional investment manager. If the hybrids market is assessed to be overvalued or to present a heightened risk of capital loss, the Fund can allocate more of the portfolio to lower risk securities such as cash or bonds.
| Net Assets* ($A) | $1,720,534,540 |
| Units Outstanding* (#) | 168,986,833 |
| Mgmt Costs** (% p.a.) | 0.55% |
| Distribution Frequency | Monthly |
Fund Returns After Fees (%)
| Since inception (p.a) (Nov 2017) | Nett 3.76% | Gross (incl franking) 4.70% | Index 3.95% |
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