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Compare CGUN vs. AAA
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are CGUN and AAA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | AAA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 238 |
Median incremental investment | $1,896.50 | $4,061.08 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,987.88 | $2,756.60 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | AAA | |
|---|---|---|
Strategy | 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 | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). |
Top 3 holdings | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) | Betashares Australian High Interest Cash ETF (100 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Communication Services (100.00 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0 % | 0.18 % |
Key Summary
CGUN | AAA | |
|---|---|---|
Issuer | Claremont Global | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.18 % |
Price | $1.395 | $50.12 |
Size | N/A | $4.933 billion |
10Y return | N/A | 0.02 % |
Annual distribution/ dividend yield (5Y) | 6.02 % | 2.21 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 07/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | AAA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 238 |
Median incremental investment | $1,896.50 | $4,061.08 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,987.88 | $2,756.60 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | AAA | |
|---|---|---|
Pros |
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Cons |
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CGUN | AAA |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |