Compare AU

Compare CGUN vs. JREG

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

Community Stats

CGUN

JREG

Popularity

Low

Low

Pearlers invested

2

2

Median incremental investment

$1,896.50

$4,496.75

Median investment frequency

Quarterly

Fortnightly

Median total investment

$1,890.36

$6,171.18

Average age group

> 35

> 35


Key Summary

CGUN

JREG

Strategy

N/A

JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark,

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

Apple Inc (4.97 %)

Microsoft Corp (4.72 %)

NVIDIA Corp (4.59 %)

Top 3 industries

Information Technology (55.25 %)

Other (13.13 %)

Communication Services (13.13 %)

Top 3 countries

Management fee

0 %

0.3 %


Key Summary

CGUN

JREG

Issuer

JPMorgan

Tracking index

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

Stock

ETF

Management fee

0 %

0.3 %

Price

$1.765

$76.11

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.85 %

0.67 %

Market

ASX

ASX

First listed date

11/02/2024

09/11/2022

Purchase fee

$6.50

$6.50


Community Stats

CGUN

JREG

Popularity

Low

Low

Pearlers invested

2

2

Median incremental investment

$1,896.50

$4,496.75

Median investment frequency

Quarterly

Fortnightly

Median total investment

$1,890.36

$6,171.18

Average age group

> 35

> 35


Pros and Cons

CGUN

JREG

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

JREG

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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