Compare AU

Compare FRAR vs. HJZP

Compare shares and ETFs on the ASX that you can trade on Pearler.

Franklin Aust Abs Return Bond 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 FRAR and HJZP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

FRAR

HJZP

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$54,993.50

$793.50

Median investment frequency

Monthly

Monthly

Median total investment

$179,824.51

$1,660.50

Average age group

> 35

26 - 35


Key Summary

FRAR

HJZP

Strategy

FRAR.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The investment objective of the Fund is to provide investors with access to an actively managed portfolio of fixed income strategies with an aim to deliver returns in excess of the Bloomberg AusBond Bank Bill Index, after fees and expenses (but before taxes), over the short to medium term.

HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS).

Top 3 holdings

Franklin Aust Abs Return Bond Fund (Managed Fund) (100 %)

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

0.5 %

1.5 %


Key Summary

FRAR

HJZP

Issuer

Franklin

M&G

Tracking index

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.5 %

1.5 %

Price

$1.015

$0.82

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.33 %

0.16 %

Market

ASX

ASX

First listed date

14/04/2024

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

FRAR

HJZP

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$54,993.50

$793.50

Median investment frequency

Monthly

Monthly

Median total investment

$179,824.51

$1,660.50

Average age group

> 35

26 - 35


Pros and Cons

FRAR

HJZP

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

FRAR

HJZP

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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