GNDQ.AX

BetaShares - Wealth Builder Nasdaq 100 Geared (30-40% LVR) Complex ETFBetaShares
AUM$55.9M
Expense Ratio0.50%
NAV$29.39
Holdings
InceptionOct 11, 2024

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

Dividend Yield

Expense Ratio

0.50%

AUM

$55.9M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology52.52%
Communication Services17.17%
Consumer Cyclical13.39%
Healthcare5.43%
Consumer Defensive4.58%
Industrials3.44%
Utilities1.43%
Basic Materials1.10%
Energy0.49%
Financial Services0.30%
Real Estate0.16%

Country Allocation

CountryWeight %
Australia160.60%
Other-60.60%

Fund Information

Category
Technology
Inception Date
Oct 11, 2024
Description
GNDQ seeks to help investors build long-term wealth by providing moderately geared exposure to the returns of the Nasdaq 100.GNDQ combines investors’ money with borrowed funds and invests the proceeds in Betashares Nasdaq 100 ETF (ASX: NDQ), which aims to track the performance of the largest 100 non-financial companies listed on the Nasdaq (before fees and expenses). Gearing is managed internally within the Fund.The Fund’s gearing ratio (being the total amount borrowed expressed as a percentage of the total assets of the Fund) will generally vary between 30% and 40% on a given day.GNDQ does not aim to track an index.Gearing is the use of borrowed funds, in addition to your own, to increase the size of your investment. Gearing aims to generate magnified returns, but also increases risk, as losses are magnified too.The gearing ratio of between 30% and 40% means that GNDQ’s geared exposure is anticipated to vary between ~143% and 167% of its Net Asset Value on a given day. GNDQ’s portfolio exposure is actively monitored and adjusted to stay within this range.GNDQ’s returns will not necessarily be in this range over periods longer than a day, primarily due to the effects of rebalancing to maintain its daily target geared exposure range, the compounding of investment returns over time, and the impact of fees and costs.GNDQ’s returns over periods longer than one day may differ in amount and possibly direction from the daily target geared return range. This effect on returns over time can be expected to be more pronounced the more volatile the relevant sharemarket or portfolio and the longer an investor’s holding period.Due to the effects of rebalancing and compounding of investment returns over time, investors should not expect GNDQ’s Net Asset Value to be at a particular level for a given value of the relevant sharemarket or portfolio at any point in time.Investors should monitor their investment regularly to ensure it continues to meet their investment objectives.Gearin

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The BetaShares - Wealth Builder Nasdaq 100 Geared (30-40% LVR) Complex ETF (GNDQ.AX) is an exchange-traded fund issued by BetaShares that launched on Oct 11, 2024. It currently manages $55.9M in assets under management. The fund charges an expense ratio of 0.50%. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1NDQ.AXBETASHARES NASDAQ 100 ETF72.60%1,762,010$90.0M
2AUD.AXAUD - AUSTRALIA DOLLAR27.40%-33,975,191$-33975191

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

52-Week Low

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricGNDQ.AXTechnology(1406 ETFs)
Fund Info
Expense Ratio0.50%0.67%
AUM$55.9M$6.77B
Dividend Yield2.82%
Avg Volume1.1M
Holdings196
Performance
1-Month Return-3.55%
6-Month Return+1.82%
YTD Return-1.18%
1-Year Return+18.49%

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