BetaShares Geared Australian Equity Fund

BetaShares Geared Australian Equity Fund is an exchange traded fund designed to provide geared exposure to the performance of the largest 200 companies listed on the Australian Securities Exchange, as measured by the S&P/ASX 200 Index. Operating as an ‘internally geared’ fund, it combines investor capital with borrowed funds—typically maintaining a loan-to-value ratio between 50% and 65%—to amplify the returns from its broadly diversified portfolio, effectively doubling the exposure to the underlying equities. This internal gearing means that all borrowing and management obligations are handled within the fund, simplifying access for investors who seek leveraged exposure without direct margin lending. The fund distributes income semi-annually, reflecting both dividends and realised capital gains from its holdings, and supports reinvestment plans for distributions. BetaShares Geared Australian Equity Fund plays a distinctive role in the market, offering a cost-effective vehicle for those seeking enhanced returns tied to Australian large-cap equities, with the risk profile and volatility characteristics typical of geared investment strategies.