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Compare CGUN vs. LPGD
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 Loftus Peak Global Disruption Active ETF (LPGD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 29 |
Median incremental investment | $1,896.50 | $874.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,301.38 | $2,067.03 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | LPGD | |
|---|---|---|
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 | LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | Taiwan Semiconductor Manufacturing Co Ltd (10.39 %) Qualcomm Inc (9.91 %) Netflix Inc (6.31 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) |
Top 3 countries | ||
Management fee | 0 % | 0.12 % |
Key Summary
CGUN | LPGD | |
|---|---|---|
Issuer | Claremont Global | Loftus Peak |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.12 % |
Price | $1.615 | $5.79 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 6.25 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 08/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 29 |
Median incremental investment | $1,896.50 | $874.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,301.38 | $2,067.03 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | LPGD | |
|---|---|---|
Pros |
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Cons |
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CGUN | LPGD |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |