Compare AU

Compare GIVE vs. MMKT

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 MMKT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GIVE

MMKT

Popularity

Low

Low

Pearlers invested

2

11

Median incremental investment

$523.25

$3,477.50

Median investment frequency

Quarterly

Monthly

Median total investment

$807.50

$550.88

Average age group

26 - 35

26 - 35


Key Summary

GIVE

MMKT

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.

N/A

Top 3 holdings

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

BetaShares Aust. Cash Plus Fund (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.65 %

0 %


Key Summary

GIVE

MMKT

Issuer

Perpetual

Tracking index

S&P/ASX 300 Index - AUD

Asset class

ETF

Stock

Management fee

0.65 %

0 %

Price

$3.23

$50.08

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

5.50 %

0.97 %

Market

ASX

ASX

First listed date

28/11/2021

23/11/2023

Purchase fee

$6.50

$6.50


Community Stats

GIVE

MMKT

Popularity

Low

Low

Pearlers invested

2

11

Median incremental investment

$523.25

$3,477.50

Median investment frequency

Quarterly

Monthly

Median total investment

$807.50

$550.88

Average age group

26 - 35

26 - 35


Pros and Cons

GIVE

MMKT

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

GIVE

MMKT

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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