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Compare FIIN 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 India Active ETF (FIIN) 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
FIIN | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $697.34 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,205.58 | $2,585.16 |
Average age group | 26 - 35 | > 35 |
Key Summary
FIIN | CGHE | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India 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 | ICICI Bank Ltd (9.53 %) HDFC Bank Ltd (6.37 %) Axis Bank Ltd (3.97 %) | Microsoft Corp (9.69 %) Amazon.com Inc (9.40 %) Agilent Technologies Inc (8.38 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | ||
Management fee | 1.2 % | 0 % |
Key Summary
FIIN | CGHE | |
|---|---|---|
Issuer | Fidelity | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0 % |
Price | $8.45 | $1.72 |
Size | $6.960 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | - % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $697.34 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,205.58 | $2,585.16 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FIIN | CGHE | |
|---|---|---|
Pros |
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Cons |
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FIIN | CGHE |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |