BEAR
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🇦🇺 ASX

NULL AUSTRALIA

NULL BETA

NULL GEARED

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👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

N/A
Annual Growth

5 years average annual 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).

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📈 Performance

Price History

-65.22%

1M

10Y

Graph

Table

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📙 Top Holdings

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SPI 200 FUTURES JUN23
BETASHARES AUSTRALIAN HIGH INT
59.17%
AUD - AUSTRALIA DOLLAR
40.83%

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

Learn more

* 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

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%

2015

$0.00

NaN%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

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

494 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%

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