BetaShares FTSE 100 ETF (F100) Report & Performance

What is the BetaShares FTSE 100 ETF fund?

BetaShares FTSE 100 aims to track the price and income performance of the FTSE 100 Index (before fees and expenses). The Index provides exposure to the largest 100 companies traded on the London Stock Exchange, based on their market capitalisation. Provide access global leaders – simple and cost-effective way to gain exposure to 100 blue-chip companies listed on the LSE, including U.K. based global leaders such as HSBC.

  • UK market exposure
  • Cost effective – management costs of only 0.45% p.a. – no ‘active manager’ fees.
  • Dominated in British pounds

Growth of $1000 Investment Over Time

Performance Report

Peer Comparison Report

Peer Comparison Report

Product Snapshot

  • Performance Review
  • Product Overview
  • Peer Comparison
  • Product Details

Performance Review

Fund Name Last Month
? Returns after fees in the most recent (last) month).
3 Months Return
? Returns after fees in the most recent 3 months.
1 Year Return
? Trailing 12 month returns.
3 Years Average Return
? Average Annual returns from the last 3 years.
Since Inc. Average Return
? Average (annualised) returns since inception
1 Year Std. Dev. (Annual)
? The standard deviation (or annual volatility) of the last 12 months.
3 Years Std. Dev. (Annual)
? The average standard deviation (or annual volatility) from the last 3 years.
Since Inc. Std. Dev. (Annual)
? The average standard deviation (or annual volatility) since the fund inception.
1 Year Max Drawdown
? The maximum drawdown in the last 12 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
3 Year Max Drawdown
? The maximum drawdown in the last 36 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Since Inc. Max Drawdown
? The maximum drawdown since inception - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
BetaShares FTSE 100 ETF-1.37%4.06%15.13%9.98%6.78%7.87%10.7%13.42%-2.54%-15.74%-27.31%

Product Overview

Peer Comparison

Product Details

Product Due Diligence

What is BetaShares FTSE 100 ETF

BetaShares FTSE 100 ETF is an ETFs – Exchange Traded Funds investment product that is benchmarked against ETF and sits inside the (ETF) Global Equities - Large Cap Strategy Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The BetaShares FTSE 100 ETF has Assets Under Management of $ 389.66M with a management fee of 0.45%, a performance fee of 0 and a buy/sell spread fee of 0.17%.

How has the investment product performed recently?

How is risk measured in this investment product?

What is the relative performance of the investment product?

Does the investment product produce Alpha over its Peers?

What are similar investment products?

What level of diversification will BetaShares FTSE 100 ETF provide?

How do I compare the investment product with its peers?

How do I compare the BetaShares FTSE 100 ETF with the ETF?

Can I sort and compare the BetaShares FTSE 100 ETF to do my own analysis?

Has the BetaShares FTSE 100 ETF been independently verified by SMSF Mate?

How can I invest in BetaShares FTSE 100 ETF?

How do I get in contact with the BetaShares FTSE 100 ETF?

Comments from SMSF Mates

Kind words from Aussies managing
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