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HEURBetashares · Equity - Global · Equity · Europe · Currency hedged

Betashares Europe ETF - Currency Hedged

Fee p.a.
0.56%
ASX report
Fund size
A$87m
12m flow A$6.4m
Yield
4.2%
1 payments / yr
Volatility 3y
15.9%
annualised
Max DD 3y
−16.0%
all-time −44.0%
Listed
2016
16 May 2016 · spread 0.17%

Growth of $10,000

Since listing, distributions reinvested
$8k$10k$12k$14k$16k$18k$20k$22k$24k$26k$28k201620182020202220242026
$10,000 at listing$25,994 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−0.2%
−0.3%
3 months
3.7%
6 months
11.3%
Year to date
11.1%
1 year
21.1%
19.3%
3 years p.a.
15.3%
13.7%
5 years p.a.
8.8%
9.4%
10 years p.a.
9.7%
Since listing p.a.
10.1%

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 0.71Vol 1y 17.1%Vol 5y 17.7%Max DD 1y −11.4%Max DD 5y −26.7%Best year 26.0%67% positive years

Calendar-year returns

2017
15.2%
2018
−11.2%
2019
26.0%
2020
−0.7%
2021
22.9%
2022
−12.2%
2023
17.8%
2024
8.3%
2025
22.2%
2026
11.1%

Where the money is

Look-through exposure as at 2 Sept 2026 · 115 securities · top 10 = 40.1%

Country

Germany29.9%
France21.8%
Netherlands15.3%
Spain11.6%
United States5.9%
Finland4.7%
Italy3.4%
Belgium2.4%
Austria1.4%
China1.0%

Sector

Industrials22.2%
Information Technology18.8%
Financials18.1%
Consumer Discretionary10.6%
Health Care7.2%
Consumer Staples6.5%
Energy5.1%
Materials4.8%
Utilities4.0%
Communication Services2.7%

Top holdings

ASML HOLDING NVNetherlands
10.7%
SIEMENS AGGermany
4.0%
BANCO SANTANDER SASpain
3.9%
SAP SEGermany
3.8%
ALLIANZ SEGermany
3.5%
TOTALENERGIES SEFrance
3.3%
SCHNEIDER ELECTRIC SEUnited States
3.2%
BANCO BILBAO VIZCAYA ARGENTARISpain
2.9%
IBERDROLA SASpain
2.5%
AIRBUS SEFrance
2.5%
LVMH MOET HENNESSY LOUIS VUITTFrance
2.3%
SAFRAN SAFrance
2.3%
AIR LIQUIDE SAFrance
2.2%
SIEMENS ENERGY AGGermany
2.1%
DEUTSCHE TELEKOM AGGermany
2.0%

Top 15 of 115 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
Global X EURO STOXX 50 ETF
0.35%
76%
0.83
iShares Europe ETF
0.59%
35%
0.76
Vanguard FTSE Europe Shares ETF
0.35%
32%
0.76
Betashares Global Shares EX US ETF
0.14%
23%
0.80
Vanguard All-World ex US Shares Index ETF
0.04%
13%
0.74
VanEck MSCI International Value (AUD Hedged) ETF
0.43%
12%
0.67
VanEck MSCI International Value ETF
0.40%
12%
0.64
VanEck Morningstar International Wide Moat ETF
0.55%
11%
0.50
Vaneck MSCI International Sustainable Equity ETF
0.55%
11%
0.59
Betashares Global Cash Flow Kings ETF
0.40%
9%
0.58
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