Compare AU

Compare CGUN vs. GLOB

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

Community Stats

CGUN

GLOB

Popularity

Low

Low

Pearlers invested

2

5

Median incremental investment

$1,896.50

$992.24

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$4,422.04

Average age group

> 35

26 - 35


Key Summary

CGUN

GLOB

Strategy

N/A

GLOB.AX was created on 2022-06-06 by Barrow Hanley. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

Bank of Nova Scotia (3.31 %)

Comcast Corp Class A (2.93 %)

Merck & Co Inc (2.90 %)

Top 3 industries

Health Care (20.87 %)

Utilities (18.30 %)

Financials (12.59 %)

Top 3 countries

United States (51.22 %)

France (7.50 %)

Canada (7.35 %)

Management fee

0 %

0.99 %


Key Summary

CGUN

GLOB

Issuer

Barrow Hanley

Tracking index

MSCI World Index

Asset class

Stock

ETF

Management fee

0 %

0.99 %

Price

$1.83

$4.76

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.85 %

3.54 %

Market

ASX

ASX

First listed date

11/02/2024

05/06/2022

Purchase fee

$6.50

$6.50


Community Stats

CGUN

GLOB

Popularity

Low

Low

Pearlers invested

2

5

Median incremental investment

$1,896.50

$992.24

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$4,422.04

Average age group

> 35

26 - 35


Pros and Cons

CGUN

GLOB

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

CGUN

GLOB

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower dividend/distribution yield

Higher dividend/distribution yield

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