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Compare CGUN vs. AESG

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 AESG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

CGUN

AESG

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$1,896.50

$1,993.50

Median investment frequency

Quarterly

Monthly

Median total investment

$1,901.04

$4,106.76

Average age group

> 35

> 35


Key Summary

CGUN

AESG

Strategy

N/A

AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging).

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Management fee

0 %

0.19 %


Key Summary

CGUN

AESG

Issuer

iShares

Tracking index

Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net

Asset class

Stock

ETF

Management fee

0 %

0.19 %

Price

$1.81

$97.84

Size

N/A

$83.454 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.85 %

0.84 %

Market

ASX

ASX

First listed date

11/02/2024

10/08/2022

Purchase fee

$6.50

$6.50


Community Stats

CGUN

AESG

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$1,896.50

$1,993.50

Median investment frequency

Quarterly

Monthly

Median total investment

$1,901.04

$4,106.76

Average age group

> 35

> 35


Pros and Cons

CGUN

AESG

Pros

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

CGUN

AESG

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher dividend/distribution yield

Lower dividend/distribution yield

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