Compare AU

Compare CGUN vs. FCAP

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 are a popular choice. Two options in the ASX are CGUN and FCAP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

CGUN

FCAP

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$1,896.50

$651.00

Median investment frequency

Quarterly

Monthly

Median total investment

$1,804.92

$658.80

Average age group

> 35

26 - 35


Key Summary

CGUN

FCAP

Strategy

N/A

FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term.

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

Fidelity Global Future Leaders Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0 %

1.1 %


Key Summary

CGUN

FCAP

Issuer

Fidelity

Tracking index

Asset class

Stock

ETF

Management fee

0 %

1.1 %

Price

$1.69

$10.80

Size

N/A

$1.639 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.85 %

- %

Market

ASX

ASX

First listed date

11/02/2024

30/05/2024

Purchase fee

$6.50

$6.50


Community Stats

CGUN

FCAP

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$1,896.50

$651.00

Median investment frequency

Quarterly

Monthly

Median total investment

$1,804.92

$658.80

Average age group

> 35

26 - 35


Pros and Cons

CGUN

FCAP

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

FCAP

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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