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Compare CGUN vs. AESG
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 Active ETF (CGUN) and the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,896.50 | $9,994.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,016.38 | $10,078.62 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | AESG | |
|---|---|---|
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 | 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 | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) | iShares Global Aggt Bd ESG SRIETFAUDHDis (99.97 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0 % | 0.19 % |
Key Summary
CGUN | AESG | |
|---|---|---|
Issuer | Claremont Global | iShares |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.19 % |
Price | $1.415 | $98.81 |
Size | N/A | $347.701 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 2.02 % |
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 | 1 | 3 |
Median incremental investment | $1,896.50 | $9,994.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,016.38 | $10,078.62 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | AESG | |
|---|---|---|
Pros |
| |
Cons |
|
CGUN | AESG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |