BetaShares Australian Strong Bear (Hedge Fund) ETF (ASX:BBOZ)

The BetaShares BBOZ Fund is designed to provide protection from a declining Australian equity market. When the S&P/ASX 200 Accumulation Index falls, BBOZ aims to generate magnified returns for investors.

BBOZ ETF review

BBOZ share price and fees

BBOZ fees

ASX ticker code: BBOZ
Yearly fee (MER): 1.38%
FUM: $270.70 million
Monthly spread: 0.24%
Data Last Updated: July 2022

Analyst report

This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.

Fee comparison

BBOZ yearly fee (MER)
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Sector average fee (MER)
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What does the BBOZ ASX ETF invest in?

The BetaShares BBOZ Fund invests in equity index futures contracts to generate unleveraged returns that are negatively correlated S&P/ASX 200 Accumulation Index. In other words, when the ASX 200 rises, BBOZ should fall. When the ASX 200 falls, BBOZ should rise. We believe BBOZ is a high risk ETF to own in a portfolio, and it is expected to perform poorly over long periods of time.

What do investors use the BBOZ ETF for?

The BetaShares BBOZ Fund could be used by experienced investors to hedge their portfolio against market declines, effectively betting against the Australian stock market. This is a high risk strategy as gains and losses are magnified, compared to a simple ETF tracking the ASX 200 Index. BBOZ is a highly volatile Fund, and there is no guarantee the ETF will provide effective or perfect protection in a falling market.

How to buy the BBOZ ETF

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BBOZ investor starter pack

BBOZ PDS

The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.

BBOZ literature

We’ve asked the ETF provider to share their best whitepapers & research with you.

BBOZ holdings

The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.

ASX: BBOZ’s dividend 2021

BBOZ dividend yield

Last 12m yield: 3.11%

When does BBOZ pay a dividend?

BBOZ dividend reinvestment plan (DRP)

Warnings we apply to the BBOZ ETF

BBOZ tax domicile

Australian shares sector data

Sector average return (1Y)
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Average FUM ($m)
$ 0
Average fee (MER)
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How BBOZ compares:

1Y return
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FUM ($m)
$ 0
Fee (MER)
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Sector information is recorded based on the last 12-month returns to July 2022. Refer to the Issuer’s website, speak to your financial adviser and always the fund’s Product Disclosure Statement (PDS) before choosing an ETF for its dividend yield, past returns or fees. Past performance can be a poor indicator of future performance. 

Latest ETF News

*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.

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