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Compare CGHE vs. FUEL
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 Global Energy Comp Currency Hedged ETF (FUEL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | FUEL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 47 |
Median incremental investment | $2,594.00 | $1,147.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,585.16 | $2,013.66 |
Average age group | > 35 | > 35 |
Key Summary
CGHE | FUEL | |
|---|---|---|
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. | FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars. |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Other (80.63 %) Communication Services (33.88 %) Energy (18.47 %) |
Top 3 countries | United States (57.44 %) Canada (14.15 %) United Kingdom of Great Britain and Northern Ireland (11.60 %) | |
Management fee | 0 % | 0.57 % |
Key Summary
CGHE | FUEL | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.57 % |
Price | $1.72 | $6.78 |
Size | N/A | $128.516 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 3.23 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 20/06/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | FUEL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 47 |
Median incremental investment | $2,594.00 | $1,147.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,585.16 | $2,013.66 |
Average age group | > 35 | > 35 |
Pros and Cons
CGHE | FUEL | |
|---|---|---|
Pros |
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Cons |
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CGHE | FUEL |
|---|---|
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 |