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Compare FCAP vs. CGHE
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 Fidelity Global Future Leaders Active ETF (FCAP) and the Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $993.50 | $2,594.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,983.44 | $2,607.71 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | CGHE | |
|---|---|---|
Strategy | FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term. | CGHE.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) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) | Microsoft Corp (9.69 %) Amazon.com Inc (9.40 %) Agilent Technologies Inc (8.38 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | ||
Management fee | 1.1 % | 0 % |
Key Summary
FCAP | CGHE | |
|---|---|---|
Issuer | Fidelity | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0 % |
Price | $12.03 | $1.735 |
Size | $8.745 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | - % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $993.50 | $2,594.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,983.44 | $2,607.71 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | CGHE | |
|---|---|---|
Pros |
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Cons |
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FCAP | CGHE |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |