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HBRDBetashares · Fixed Income - Australia Dollar · Fixed income · Australia · Active

Betashares Australian Hybrids Active ETF

Fee p.a.
0.55%
ASX report
Fund size
A$2.5b
12m flow A$46m
Yield
5.4%
12 payments / yr
Volatility 3y
1.6%
annualised
Max DD 3y
−1.0%
all-time −15.6%
Listed
2017
22 Nov 2017 · spread 0.10%

Growth of $10,000

Since listing, distributions reinvested
$9k$10k$11k$12k$13k$14k$15k20172019202120232025
$10,000 at listing$14,406 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
0.3%
0.5%
3 months
1.3%
6 months
2.6%
Year to date
3.0%
1 year
4.8%
5.0%
3 years p.a.
5.7%
6.3%
5 years p.a.
4.5%
5.0%
10 years p.a.
Since listing p.a.
4.3%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 1.09Vol 1y 1.4%Vol 5y 2.2%Max DD 1y −0.3%Max DD 5y −4.5%Best year 7.1%100% positive years

Calendar-year returns

2018
2.7%
2019
5.7%
2020
2.7%
2021
4.1%
2022
1.9%
2023
4.1%
2024
7.1%
2025
4.8%
2026
3.0%

Where the money is

Look-through exposure as at 31 July 2026 · 10 securities · top 10 = · holdings coverage: partial

Top holdings

Top 0 of 10 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Macquarie Core Global Equity Active ETF
0.08%
0.18
Betashares Wealth Builder Nasdaq 100 Geared (30-40% LVR) Complex ETF
0.50%
0.17
Betashares Australian High Interest Cash ETF
0.18%
0.16
VanEck Geared Australian Equal Weight Complex ETF
0.35%
0.16
Global X S&P World ex Australia GARP ETF
0.30%
0.15
Betashares Australian Cash Plus Active ETF
0.18%
0.15
VanEck MSCI Australian Quality Plus ETF
0.35%
0.15
Betashares Wealthbuilder All Gr Geared Complex ETF
0.35%
0.15
SPDR S&P World ex Australia Carbon Aware (Hedged) ETF
0.10%
0.14
Dimensional Australian Value Trust - Active ETF
0.34%
0.14
Compare HBRD with these →