Compare AU

Compare GROW vs. BAOR

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

Community Stats

GROW

BAOR

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$993.50

Median investment frequency

N/A

Daily

Median total investment

$0

$0

Average age group

N/A

N/A


Key Summary

GROW

BAOR

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

BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed.

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

Aoris Int Fund (Class B) (Unhedged) (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

BAOR

Issuer

Schroder

AORIS

Tracking index

Asset class

ETF

ETF

Management fee

0.84 %

1.1 %

Price

$3.86

$2.54

Size

$56.823 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

3.83 %

1.95 %

Market

ASX

ASX

First listed date

16/08/2016

30/04/2023

Purchase fee

$6.50

$6.50


Community Stats

GROW

BAOR

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$993.50

Median investment frequency

N/A

Daily

Median total investment

$0

$0

Average age group

N/A

N/A


Pros and Cons

GROW

BAOR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

GROW

BAOR

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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