Back
Compare AU
Compare FAIR vs. CGUN
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 Betashares Australian Sustainability Leaders ETF (FAIR) and the Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FAIR | CGUN | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,169 | 1 |
Median incremental investment | $791.36 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,559.18 | $1,923.75 |
Average age group | 26 - 35 | > 35 |
Key Summary
FAIR | CGUN | |
|---|---|---|
Strategy | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. | 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 |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) WOOLWORTHS GROUP LTD (6.15 %) TELSTRA GROUP LTD (5.17 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Financials (17.63 %) Real Estate (17.44 %) Health Care (16.08 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | Australia (91.86 %) United States (5.21 %) New Zealand (2.06 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.49 % | 0 % |
Key Summary
FAIR | CGUN | |
|---|---|---|
Issuer | BetaShares | Claremont Global |
Tracking index | Nasdaq Future Australian Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0 % |
Price | $18.13 | $1.35 |
Size | $1.113 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.97 % | 6.02 % |
Market | ASX | ASX |
First listed date | 29/11/2017 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FAIR | CGUN | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,169 | 1 |
Median incremental investment | $791.36 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,559.18 | $1,923.75 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FAIR | CGUN | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FAIR | CGUN |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |