BEAR PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
BetaShares Australian Equities Bear (Hedge Fund) ETF (ASX:BEAR)
The BetaShares BEAR Fund is designed to provide inverse or opposite exposure to the largest Australian shares, based on market capitalisation. When the S&P/ASX 200 Accumulation Index falls, BEAR aims to generate positive returns for investors.
BEAR ETF review
BEAR share price and fees
BEAR fees
ASX ticker code: BEAR
Yearly fee (MER): 1.48%
FUM: $59.48 million
Monthly spread: 0.15%
Data Last Updated: July 2022
Analyst report
This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.
Fee comparison
BEAR yearly fee (MER)
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Sector average fee (MER)
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What does the BEAR ASX ETF invest in?
The BetaShares BEAR Fund invests in equity index futures contracts to generate magnified returns that are negatively correlated to the S&P/ASX 200 Accumulation Index. In other words, when the ASX 200 rises, BEAR should fall. When the ASX 200 falls, BEAR should rise. We believe BEAR is a high risk ETF to own in a portfolio, and it is expected to perform poorly over long periods of time.
What do investors use the BEAR ETF for?
The BetaShares BEAR Fund could be used by experienced investors to hedge their portfolio against market declines, effectively betting against the Australian stock market. This is a high risk strategy as gains and losses are magnified, compared to a simple ETF tracking the ASX 200 Index. BEAR is a highly volatile Fund, and there is no guarantee the ETF will provide effective or perfect protection in a falling market.
How to buy the BEAR ETF
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BEAR investor starter pack
BEAR literature
We’ve asked the ETF provider to share their best whitepapers & research with you.
BEAR holdings
The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.
ASX: BEAR’s dividend 2021
When does BEAR pay a dividend?
BEAR dividend reinvestment plan (DRP)
Warnings we apply to the BEAR ETF
BEAR tax domicile
BEAR ETF registry
Fund issuer
Australian shares sector data
Sector average return (1Y)
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Average FUM ($m)
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Average fee (MER)
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How BEAR 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
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*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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