asset_category: Long Short
peer_benchmark: (ETF) Domestic Equity - Long Short Index
broad_market_index: ASX Index 200 Index
manager_contact_details: Array
ticker: BBOZ
release_schedule: NO COMMENTARY
commentary_block:
factsheet_url:
fund_features:
BetaShares Australian Equities Strong Bear (BBOZ) seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market. The Fund expects to generate a magnified positive return when the S&P/ASX 200 Accumulation Index falls (and a magnified negative return when the index rises).
- Uses an active investment strategy that aims to help investors profit from, or protect against, a declining Australian share market.
- The target asset allocation range of the Fund is: Cash and cash equivalents is 85% or more of the Fund’s net asset value; exchange traded derivatives (being ASX SPI 200 futures contracts) is 15% or less of the Fund’s net asset value.
- A 1% fall in the Australian sharemarket on a given day can generally be expected to deliver a 2% to 2.75% increase in the value of the Fund (and vice versa).
- BBOZ gives you the opportunity to make magnified gains when the Australian sharemarket falls. Protect your portfolio from market declines, without having to sell your shares and crystallise capital gains.
structure: ETF