Compare AU

Compare GIVE vs. CNEW

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

Perpetual Esg Australian Share 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 GIVE and CNEW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GIVE

CNEW

Popularity

Low

Low

Pearlers invested

2

52

Median incremental investment

$523.25

$702.18

Median investment frequency

Quarterly

Monthly

Median total investment

$807.50

$1,930.11

Average age group

26 - 35

> 35


Key Summary

GIVE

CNEW

Strategy

GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

CNEW.AX was created on 2018-11-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. CNEW.AX gives investors a portfolio of the most fundamentally sound companies in China having the best growth prospects in sectors making up the New Economy, namely technology, health care, consumer staples and consumer discretionary. CNEW.AX aims to provide investment returns, before fees and other costs, which track the performance of the Index.

Top 3 holdings

Perpetual Esg Australian Share Fund (Managed Fund) (100 %)

Changbai Mountain Tourism Co Ltd Class A (1.57 %)

Zhejiang China Commodities City Group Co Ltd Class A (1.20 %)

Toread Holdings Group Co Ltd Class A (1.15 %)

Top 3 industries

Consumer Discretionary (42.76 %)

Other (36.77 %)

Industrials (19.40 %)

Top 3 countries

China (100.00 %)

Management fee

0.65 %

0.95 %


Key Summary

GIVE

CNEW

Issuer

Perpetual

VanEck

Tracking index

S&P/ASX 300 Index - AUD

CSI MarketGrader China New Economy Index - CNY

Asset class

ETF

ETF

Management fee

0.65 %

0.95 %

Price

$3.20

$7.10

Size

N/A

$122.169 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

5.50 %

1.53 %

Market

ASX

ASX

First listed date

28/11/2021

09/11/2018

Purchase fee

$6.50

$6.50


Community Stats

GIVE

CNEW

Popularity

Low

Low

Pearlers invested

2

52

Median incremental investment

$523.25

$702.18

Median investment frequency

Quarterly

Monthly

Median total investment

$807.50

$1,930.11

Average age group

26 - 35

> 35


Pros and Cons

GIVE

CNEW

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

GIVE

CNEW

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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