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Compare AESG vs. CGUN
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AESG | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $9,994.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $9,855.24 | $1,995.00 |
Average age group | > 35 | > 35 |
Key Summary
AESG | CGUN | |
|---|---|---|
Strategy | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). | CGUN.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | iShares Global Aggt Bd ESG SRIETFAUDHDis (99.63 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0.19 % | 0 % |
Key Summary
AESG | CGUN | |
|---|---|---|
Issuer | iShares | Claremont Global |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0 % |
Price | $96.62 | $1.40 |
Size | $444.384 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.25 % | 4.71 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $9,994.00 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $9,855.24 | $1,995.00 |
Average age group | > 35 | > 35 |
Pros and Cons
AESG | CGUN | |
|---|---|---|
Pros |
| |
Cons |
|
AESG | CGUN |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |