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Compare CGUN vs. RSM
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 Russell Investments Australian Semi-Government Bond ETF (RSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $1,896.50 | $0 |
Median investment frequency | Quarterly | N/A |
Median total investment | $2,287.13 | $0 |
Average age group | > 35 | N/A |
Key Summary
CGUN | RSM | |
|---|---|---|
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 | RSM.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 the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | Tasmanian Public Finance Corporation 4.75% (8.66 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.26 % |
Key Summary
CGUN | RSM | |
|---|---|---|
Issuer | Claremont Global | Russell |
Tracking index | DBIQ 0-5 year Australian Semi-Government Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.26 % |
Price | $1.58 | $20.84 |
Size | N/A | $59.463 million |
10Y return | N/A | 1.76 % |
Annual distribution yield (5Y) | 6.02 % | 2.59 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $1,896.50 | $0 |
Median investment frequency | Quarterly | N/A |
Median total investment | $2,287.13 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
CGUN | RSM | |
|---|---|---|
Pros |
| |
Cons |
|
CGUN | RSM |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |