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Compare CGUN vs. AAA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Claremont Global Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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

2

149

Median incremental investment

$1,896.50

$6,161.46

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$2,060.66

Average age group

> 35

> 35


Key Summary

CGUN

AAA

Strategy

N/A

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

Claremont Global Fund (Managed Fund) (100 %)

AUD - AUSTRALIA DOLLAR (100.00 %)

Top 3 industries

Communication Services (100.00 %)

Top 3 countries

Management fee

0 %

0.18 %


Key Summary

CGUN

AAA

Issuer

BetaShares

Tracking index

Asset class

Stock

ETF

Management fee

0 %

0.18 %

Price

$1.83

$50.28

Size

N/A

$3.599 billion

10Y return

N/A

0.10 %

Annual dividend/โ€Šdistribution yield (5Y)

0.85 %

2.12 %

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

2

149

Median incremental investment

$1,896.50

$6,161.46

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$2,060.66

Average age group

> 35

> 35


Pros and Cons

CGUN

AAA

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

CGUN

AAA

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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