Compare AU

Compare GROW vs. AGX1

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

Schroder Real Return (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 GROW and AGX1. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

AGX1

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$90.50

Median investment frequency

N/A

Daily

Median total investment

$0

$3,568.70

Average age group

N/A

26 - 35


Key Summary

GROW

AGX1

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

Antipodes Global Shares (Quoted Managed Fund) (100 %)

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.84 %

1.1 %


Key Summary

GROW

AGX1

Issuer

Schroder

Antipodes

Tracking index

Asset class

ETF

ETF

Management fee

0.84 %

1.1 %

Price

$3.86

$6.35

Size

$56.823 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

3.83 %

8.81 %

Market

ASX

ASX

First listed date

16/08/2016

07/11/2018

Purchase fee

$6.50

$6.50


Community Stats

GROW

AGX1

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$90.50

Median investment frequency

N/A

Daily

Median total investment

$0

$3,568.70

Average age group

N/A

26 - 35


Pros and Cons

GROW

AGX1

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

GROW

AGX1

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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