BEAR
🇦🇺 ASX
NULL AUSTRALIA
NULL BETA
NULL GEARED
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
N/A
Annual Growth
5 years average annual capital growth
💰
1.39%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
5
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).
📈 Performance
Price History
-65.22%
1M
10Y
Graph
Table
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 22 May 2023
Industry Exposure
📙 Other
80%
📞 Communication
20%
Country Exposure
Other
50%
🇦🇺 Australia
30%
🇺🇸 United States of America (the)
20%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
1.39%
💰 Annual Distribution Earnings Per $1,000 invested**
$13.85
💰 Most Recent Distribution Franked Percentage Estimate
0.00%
💰 Average Distribution Franked Percentage Estimate
0.00 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.00
0.00%
2024
$0.00
0.00%
2023
$0.00
0.00%
2022
$0.00
0.00%
2021
$0.00
0.00%
2020
$0.00
0.00%
2019
$0.00
0.00%
2018
$0.00
0.00%
2017
$0.00
0.00%
2016
$0.17
NaN%
💵 Costs
💼
1.38%
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*
$8.44
💰 Price To Earnings Ratio
0.00
💰 Price To Book Ratio
0.00
💰 Leveraged
Yes
💰 Inverse
Yes
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in BEAR
5
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in BEAR
683 days
BEAR investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
40%
50k - 100k
20%
Less than 50k
40%
👶 Age of investors
18 - 25
26 - 34
20%
35 - 90
80%
🙋 Legal gender of investors
Female
20%
Male
80%
Pearlers who invest in BEAR also invest in...
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.
📊 Share price
$90.18 AUD
NULL AUSTRALIA
NULL BETA
VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
📊 Share price
$57.36 AUD
NULL GLOBAL
NULL SMART BETA
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 2975.21m in AUM and 200 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.
📊 Share price
$120.79 AUD
NULL AUSTRALIA
NULL BETA
VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
📊 Share price
$104.08 AUD
NULL GLOBAL
NULL EX AUSTRALIA
NULL BETA
ESGI.AX was created on 2018-03-06 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.
📊 Share price
$29.97 AUD
NULL GLOBAL
NULL SMART BETA
NULL ETHICAL
NULL THEMATIC
Want more shares? Try these...
BCAL Diagnostics Ltd. develops screening tests for the early detection of breast cancer. The company is headquartered in Sydney, New South Wales. The company went IPO on 2021-07-21. The Company’s principal activities include the development of a novel blood screening test to improve the early diagnosis and monitoring of breast cancer, including preparation for clinical trials. The company developed a blood screening test to be used alongside breast cancer screening methods. The technology initially complements imaging technologies, such as the mammogram, while it further progresses the development of a monitoring and screening test suitable for women of all ages and backgrounds in any location. Its BCAL test is a lipid biomarker blood (Breast Cancer Associated Lipids test) test with the potential to be used for breast cancer prevention, screening, and monitoring. The firm has partnered with Precion Inc. to optimize protocols and procedures for the clinical studies required for regulatory approvals across several jurisdictions.
📊 Share price