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Betashares Australian Equities Strong Bear Complex ETF

BBOZBetasharesLast updated: Dec 25

What BBOZ does

The Betashares Australian Equities Strong Bear Complex ETF (BBOZ) is designed for investors who want to profit from a decline in the Australian share market. Unlike traditional ETFs that aim to grow when the market rises, BBOZ uses financial instruments to increase in value when the market falls. This ETF is actively managed to provide magnified returns when the Australian share market drops, making it suitable for those who expect market downturns and want to hedge their existing investments or speculate on market declines. However, it's important to note that this strategy involves higher risk and is generally intended for short-term investment horizons.

What types of holdings are inside BBOZ?

BBOZ primarily invests in derivatives rather than directly holding equities. Its strategy involves using swap agreements and other financial instruments to achieve its leveraged exposure to the S&P/ASX 200 Index. As such, it does not hold a traditional portfolio of stocks but instead aims to profit from declines in the value of the underlying index. This ETF is suitable for investors who are looking to capitalise on short-term market movements and manage risk in their portfolios through inverse exposure.

Why you would consider BBOZ

BBOZ may be suitable for sophisticated investors or those with a high-risk tolerance looking to profit from potential declines in the Australian equity market. It can play a crucial role in a diversified portfolio by providing a hedge against downturns, allowing investors to mitigate losses in other equity holdings. For example, an investor with a significant allocation to Australian shares might use BBOZ to offset potential losses during bearish market conditions. For personalised advice on how BBOZ fits into your investment strategy, consider exploring Rask Core.

BBOZ peers

Investors might also consider similar ASX-listed ETFs that offer exposure to bearish strategies or leverage. For instance, the BEAR provides inverse exposure to the Australian equities market, while the BBUS targets US equities in a similar manner. The AUDS focuses on the Australian dollar's performance, and the GEAR offers geared exposure to Australian equities. For a comprehensive comparison of these options, visit Best ETFs (bestetfs.com.au).

Management Fee

1.29%

Distribution Yield

0.00%

Fund Under Management

$201M

+0.79M

Monthly Liquidity

48.02%

Spread

0.12%

Last Price

...

Product Type

Complex

Monthly fund flows

Monthly Flow

+$11.49M

12-Month Flow

$-19.39M

Trading Activity

Transacted Value

$97M

Volume

4,241,243

Number of Trades

3,699

Monthly Liquidity

48.02%

Performance

1 Month

-1.84%

1 Year

-16.29%

3 Year

-15.90%

5 Year

-18.17%

Total Return

Share Price Chart

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Resources

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