HBRD PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
BetaShares Active Australian Hybrids Fund (Managed Fund) ETF (ASX:HBRD)
The BetaShares HBRD Fund provides investors with exposure to hybrids. Think of hybrids this way: companies can raise capital by either issuing debt or equity. Debt and equity each have different characteristics, advantages and disadvantages. Hybrid securities have some characteristics of both.
HBRD ETF review
HBRD share price and fees
HBRD fees
ASX ticker code: HBRD
Yearly fee (MER): 0.55%
FUM: $1841.79 million
Monthly spread: 0.15%
Data Last Updated: July 2022
Analyst report
This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.
Fee comparison
HBRD yearly fee (MER)
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Sector average fee (MER)
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What does the HBRD ASX ETF invest in?
HBRD primarily invests in preference shares, with minor weightings to capital notes, bonds and cash. If and when the hybrids market is deemed to be overvalued or present a heightened risk of capital loss, the Fund can allocate more of the portfolio to lower risk securities.
What do investors use the HBRD ETF for?
The BetaShares HBRD Fund could be used by investors to access income returns from an actively managed portfolio of hybrid securities. The Fund actively seeks to reduce the volatility and downside risk associated with owning hybrids directly.
How to buy the HBRD ETF
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HBRD investor starter pack
HBRD literature
We’ve asked the ETF provider to share their best whitepapers & research with you.
HBRD holdings
The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.
ASX: HBRD’s dividend 2021
When does HBRD pay a dividend?
HBRD dividend reinvestment plan (DRP)
Warnings we apply to the HBRD ETF
HBRD tax domicile
HBRD ETF registry
Fund issuer
Fixed interest – Australia sector data
Sector average return (1Y)
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Average FUM ($m)
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Average fee (MER)
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How HBRD compares:
1Y return
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FUM ($m)
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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
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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