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Compare BAOR vs. CGHE
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 Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR) and the Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BAOR | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $993.50 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $676.89 | $2,397.29 |
Average age group | > 35 | > 35 |
Key Summary
BAOR | CGHE | |
|---|---|---|
Strategy | BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. | CGHE.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) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 1.1 % | 0 % |
Key Summary
BAOR | CGHE | |
|---|---|---|
Issuer | AORIS | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0 % |
Price | $2.07 | $1.595 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.04 % | - % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BAOR | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $993.50 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $676.89 | $2,397.29 |
Average age group | > 35 | > 35 |
Pros and Cons
BAOR | CGHE | |
|---|---|---|
Pros |
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Cons |
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BAOR | CGHE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |