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Compare CGUN vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,896.50 | $993.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $1,945.13 | $2,974.40 |
Average age group | > 35 | < 26 |
Key Summary
CGUN | LSGE | |
|---|---|---|
Strategy | CGUN.AX was created on 2014-02-18 by Claremont Global. 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 | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) | Alphabet Inc Class A (7.85 %) Meta Platforms Inc Class A (7.53 %) Tesla Inc (5.96 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | United States (63.40 %) China (7.47 %) Brazil (6.67 %) |
Management fee | 0 % | 0.99 % |
Key Summary
CGUN | LSGE | |
|---|---|---|
Issuer | Claremont Global | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.99 % |
Price | $1.35 | $2.05 |
Size | N/A | $38.118 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 35.18 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,896.50 | $993.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $1,945.13 | $2,974.40 |
Average age group | > 35 | < 26 |
Pros and Cons
CGUN | LSGE | |
|---|---|---|
Pros |
| |
Cons |
|
CGUN | LSGE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |