Compare AU

Compare GROW vs. FEMX

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

Community Stats

GROW

FEMX

Popularity

N/A

Low

Pearlers invested

0

118

Median incremental investment

$0

$1,002.19

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,555.93

Average age group

N/A

> 35


Key Summary

GROW

FEMX

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

FEMX.AX was created on 2013-12-16 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI Emerging Markets Index NR over the suggested minimum investment time period of seven years plus.

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

Taiwan Semiconductor Manufacturing Co Ltd (9.66 %)

HDFC Bank Ltd (5.59 %)

Naspers Ltd Class N (5.49 %)

Top 3 industries

Financials (28.61 %)

Information Technology (26.60 %)

Consumer Discretionary (20.97 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

India (24.10 %)

China (17.96 %)

Taiwan (13.38 %)

Management fee

0.84 %

0.99 %


Key Summary

GROW

FEMX

Issuer

Schroder

Fidelity

Tracking index

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

0.84 %

0.99 %

Price

$3.86

$6.43

Size

$56.823 million

$186.975 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

3.83 %

1.28 %

Market

ASX

ASX

First listed date

16/08/2016

05/11/2018

Purchase fee

$6.50

$6.50


Community Stats

GROW

FEMX

Popularity

N/A

Low

Pearlers invested

0

118

Median incremental investment

$0

$1,002.19

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,555.93

Average age group

N/A

> 35


Pros and Cons

GROW

FEMX

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

GROW

FEMX

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

Higher distribution yield

Lower distribution yield

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