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Compare CGUN vs. IIGF
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 Intelligent Investor Eq Growth Fund Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $1,896.50 | $1,000.06 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,287.13 | $2,617.14 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | IIGF | |
|---|---|---|
Strategy | 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 | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (6.96 %) Lovisa Holdings Ltd (5.58 %) MA Financial Group Ltd (5.55 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0 % | 0.97 % |
Key Summary
CGUN | IIGF | |
|---|---|---|
Issuer | Claremont Global | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.97 % |
Price | $1.605 | $3.18 |
Size | N/A | $96.026 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 6.11 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $1,896.50 | $1,000.06 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,287.13 | $2,617.14 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | IIGF | |
|---|---|---|
Pros |
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Cons |
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CGUN | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |