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Compare CGHE vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGHE | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $2,594.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,585.16 | $510.38 |
Average age group | > 35 | 26 - 35 |
Key Summary
CGHE | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Amazon.com Inc (9.27 %) Microsoft Corp (9.19 %) Jack Henry & Associates Inc (8.35 %) | Deterra Royalties Ltd Ordinary Shares (6.71 %) Reliance Worldwide Corp Ltd (6.07 %) Brickworks (5.99 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | ||
Management fee | 0 % | 0.65 % |
Key Summary
CGHE | GIVE | |
|---|---|---|
Issuer | Claremont Global | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.65 % |
Price | $1.72 | $3.02 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 9.27 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGHE | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $2,594.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,585.16 | $510.38 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CGHE | GIVE | |
|---|---|---|
Pros |
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Cons |
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CGHE | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |