Compare AU

Compare GROW vs. FHCO

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

Community Stats

GROW

FHCO

Popularity

N/A

N/A

Pearlers invested

0

0

Median incremental investment

$0

$0

Median investment frequency

N/A

N/A

Median total investment

$0

$0

Average age group

N/A

N/A


Key Summary

GROW

FHCO

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

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

Schroder Real Return (Managed Fund) (100 %)

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.84 %

0.85 %


Key Summary

GROW

FHCO

Issuer

Schroder

Fidelity

Tracking index

Asset class

ETF

ETF

Management fee

0.84 %

0.85 %

Price

$3.85

$9.93

Size

$56.823 million

$954.226 thousand

10Y return

N/A

N/A

Annual dividend yield (5Y)

3.83 %

2.53 %

Market

ASX

ASX

First listed date

16/08/2016

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

GROW

FHCO

Popularity

N/A

N/A

Pearlers invested

0

0

Median incremental investment

$0

$0

Median investment frequency

N/A

N/A

Median total investment

$0

$0

Average age group

N/A

N/A


Pros and Cons

GROW

FHCO

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

FHCO

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

Home