Compare AU

Compare GIVE vs. FHCO

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 are a popular choice. Two options in the ASX are GIVE and FHCO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GIVE

FHCO

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$523.25

$0

Median investment frequency

Quarterly

N/A

Median total investment

$800.00

$0

Average age group

26 - 35

N/A


Key Summary

GIVE

FHCO

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.

FHCO.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 benchmark over the medium to long term

Top 3 holdings

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

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.65 %

0.85 %


Key Summary

GIVE

FHCO

Issuer

Perpetual

Fidelity

Tracking index

S&P/ASX 300 Index - AUD

Asset class

ETF

ETF

Management fee

0.65 %

0.85 %

Price

$3.20

$9.93

Size

N/A

$954.226 thousand

10Y return

N/A

N/A

Annual dividend yield (5Y)

5.50 %

2.53 %

Market

ASX

ASX

First listed date

28/11/2021

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

GIVE

FHCO

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$523.25

$0

Median investment frequency

Quarterly

N/A

Median total investment

$800.00

$0

Average age group

26 - 35

N/A


Pros and Cons

GIVE

FHCO

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

GIVE

FHCO

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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