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Compare CGUN vs. RSM

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

Community Stats

CGUN

RSM

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$1,896.50

$0

Median investment frequency

Quarterly

N/A

Median total investment

$1,954.44

$0

Average age group

> 35

N/A


Key Summary

CGUN

RSM

Strategy

N/A

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

Claremont Global Fund (Managed Fund) (100 %)

New South Wales Treasury Corporation 3% (10.11 %)

Western Australian Treasury Corp. 3.25% (10.07 %)

Queensland Treasury Corporation 3.25% (10.02 %)

Top 3 industries

Top 3 countries

Management fee

0 %

0.26 %


Key Summary

CGUN

RSM

Issuer

Russell

Tracking index

DBIQ 0-5 year Australian Semi-Government Bond Index - AUD

Asset class

Stock

ETF

Management fee

0 %

0.26 %

Price

$1.83

$20.27

Size

N/A

$61.905 million

10Y return

N/A

-2.59 %

Annual dividend/โ€Šdistribution yield (5Y)

0.85 %

1.45 %

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

2

0

Median incremental investment

$1,896.50

$0

Median investment frequency

Quarterly

N/A

Median total investment

$1,954.44

$0

Average age group

> 35

N/A


Pros and Cons

CGUN

RSM

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

RSM

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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