Betashares BBOZ ETF (ASX:BBOZ)

The BetaShares BBOZ Fund is designed to provide protection from a declining Australian equity market. When the S&P/ASX 200 Accumulation Index falls, BBOZ aims to generate magnified returns for investors.

BBOZ share price & data

Ticker code: BBOZ
Yearly fee (MER): 1.38%
FUM: $496.50 million
Monthly spread: 0.15%
Oct
2019
Apr
Jul
Oct
2020
Apr
Jul
Oct
2019
Apr
Jul
Oct
2020
Apr
Jul
Oct
2019
Apr
Jul
Oct
2020
Apr
Jul
Oct
2019
Apr
Jul
Oct
2020
Apr
Jul
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs

Prices updated using end of day data. Capital return only. FUM, fee and spread data updated monthly. Last updated: July 2020.

What does the BBOZ invest in?

The BetaShares BBOZ Fund invests in equity index futures contracts to generate unleveraged returns that are negatively correlated S&P/ASX 200 Accumulation Index. In other words, when the ASX 200 rises, BBOZ should fall. When the ASX 200 falls, BBOZ should rise. We believe BBOZ 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 BBOZ for?

The BetaShares BBOZ 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. BBOZ is a highly volatile Fund, and there is no guarantee the ETF will provide effective or perfect protection in a falling market.

BBOZ dividend information

Fund Issuer

BetaShares is one of Australia’s largest ETF issuers, by the number of ETFs issued on the ASX and total funds under management (FUM).

Best ETFs warnings

The following warnings are applied by our team, 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.

We place a ‘high risk’ warning on any ETF/fund that we consider to be, as it says, higher risk. This is a label only, it is not a prediction by us about the expected performance of the ETF/fund.

Tax Domicile

When a fund/ETF has a “domicile” of Australia it means it is a registered fund in Australia for tax purposes.

Registry

Link Market Services is the second-largest share registry in Australia and operates from offices in 11 countries throughout Australasia, Asia, Africa, the Middle East and Europe.

Sector Information

The Best ETFs Australian shares sector includes ETFs, managed funds and index funds which cover the ASX and national stock exchange (NSX).

Looking for something better?

This brilliant (and free!) report is issued by Best ETFs Australia, a division of The Rask Group Pty Ltd. It is not a recommendation.
Speak to a financial professional before relying on this information and please read our Financial Services Guide (FSG).

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