Compare AU

Compare GROW vs. GIVE

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

Community Stats

GROW

GIVE

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$523.25

Median investment frequency

N/A

Quarterly

Median total investment

$0

$812.50

Average age group

N/A

26 - 35


Key Summary

GROW

GIVE

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

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.

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

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

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.84 %

0.65 %


Key Summary

GROW

GIVE

Issuer

Schroder

Perpetual

Tracking index

S&P/ASX 300 Index - AUD

Asset class

ETF

ETF

Management fee

0.84 %

0.65 %

Price

$3.86

$3.25

Size

$56.823 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

3.83 %

5.50 %

Market

ASX

ASX

First listed date

16/08/2016

28/11/2021

Purchase fee

$6.50

$6.50


Community Stats

GROW

GIVE

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$523.25

Median investment frequency

N/A

Quarterly

Median total investment

$0

$812.50

Average age group

N/A

26 - 35


Pros and Cons

GROW

GIVE

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

GROW

GIVE

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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