Compare AU

Compare CGUN vs. RCB

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 are a popular choice. Two options in the ASX are CGUN and RCB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

CGUN

RCB

Popularity

Low

Low

Pearlers invested

2

9

Median incremental investment

$1,896.50

$739.83

Median investment frequency

Quarterly

Fortnightly

Median total investment

$1,954.44

$2,265.76

Average age group

> 35

> 35


Key Summary

CGUN

RCB

Strategy

N/A

RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

Russell Investments Australian Select Corporate Bond ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0 %

0.28 %


Key Summary

CGUN

RCB

Issuer

Russell

Tracking index

DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD

Asset class

Stock

ETF

Management fee

0 %

0.28 %

Price

$1.83

$20.23

Size

N/A

$266.143 million

10Y return

N/A

-1.94 %

Annual dividend yield (5Y)

0.85 %

2.22 %

Market

ASX

ASX

First listed date

11/02/2024

13/03/2012

Purchase fee

$6.50

$6.50


Community Stats

CGUN

RCB

Popularity

Low

Low

Pearlers invested

2

9

Median incremental investment

$1,896.50

$739.83

Median investment frequency

Quarterly

Fortnightly

Median total investment

$1,954.44

$2,265.76

Average age group

> 35

> 35


Pros and Cons

CGUN

RCB

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

CGUN

RCB

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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