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Compare CGHE vs. AUST
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 Claremont Global Fund (Hedged) Active ETF (CGHE) and the Betashares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $2,594.00 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,562.62 | $2,024.96 |
Average age group | > 35 | < 26 |
Key Summary
CGHE | AUST | |
|---|---|---|
Strategy | 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. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | SPI 200 FUTURES DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (10.92 %) BHP GROUP LTD (7.94 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0 % | 0.49 % |
Key Summary
CGHE | AUST | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | S&P/ASX 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.49 % |
Price | $1.705 | $18.08 |
Size | N/A | $33.789 million |
10Y return | N/A | 22.99 % |
Annual distribution yield (5Y) | - % | 3.53 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $2,594.00 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,562.62 | $2,024.96 |
Average age group | > 35 | < 26 |
Pros and Cons
CGHE | AUST | |
|---|---|---|
Pros |
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Cons |
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CGHE | AUST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |