Compare AU

Compare AASF vs. HBRD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Airlie Australian Share Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are AASF and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AASF

HBRD

Popularity

Low

Low

Pearlers invested

13

42

Median incremental investment

$1,993.50

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$1,484.78

$2,296.71

Average age group

26 - 35

> 35


Key Summary

AASF

HBRD

Strategy

N/A

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Airlie Australian Share Fund (Managed Fund) (100 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0 %

0.55 %


Key Summary

AASF

HBRD

Issuer

BetaShares

Tracking index

Asset class

Stock

ETF

Management fee

0 %

0.55 %

Price

$3.97

$10.14

Size

N/A

$2.337 billion

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.30 %

4.80 %

Market

ASX

ASX

First listed date

03/06/2020

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

AASF

HBRD

Popularity

Low

Low

Pearlers invested

13

42

Median incremental investment

$1,993.50

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$1,484.78

$2,296.71

Average age group

26 - 35

> 35


Pros and Cons

AASF

HBRD

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

AASF

HBRD

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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