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Compare CGUN vs. BBOZ

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

Community Stats

CGUN

BBOZ

Popularity

Low

Low

Pearlers invested

2

16

Median incremental investment

$1,896.50

$3,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$3,788.33

Average age group

> 35

> 35


Key Summary

CGUN

BBOZ

Strategy

N/A

BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index)

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Management fee

0 %

1.38 %


Key Summary

CGUN

BBOZ

Issuer

BetaShares

Tracking index

Asset class

Stock

ETF

Management fee

0 %

1.38 %

Price

$1.83

$25.61

Size

N/A

$300.594 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.85 %

0.53 %

Market

ASX

ASX

First listed date

11/02/2024

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

CGUN

BBOZ

Popularity

Low

Low

Pearlers invested

2

16

Median incremental investment

$1,896.50

$3,000.00

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$3,788.33

Average age group

> 35

> 35


Pros and Cons

CGUN

BBOZ

Pros

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

  • Higher price growth

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

CGUN

BBOZ

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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