Compare AU

Compare GROW vs. HBRD

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

Community Stats

GROW

HBRD

Popularity

N/A

Low

Pearlers invested

0

42

Median incremental investment

$0

$925.52

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,296.71

Average age group

N/A

> 35


Key Summary

GROW

HBRD

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

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.84 %

0.55 %


Key Summary

GROW

HBRD

Issuer

Schroder

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.84 %

0.55 %

Price

$3.85

$10.14

Size

$57.906 million

$2.340 billion

10Y return

N/A

N/A

Annual dividend yield (5Y)

3.83 %

4.80 %

Market

ASX

ASX

First listed date

16/08/2016

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

GROW

HBRD

Popularity

N/A

Low

Pearlers invested

0

42

Median incremental investment

$0

$925.52

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,296.71

Average age group

N/A

> 35


Pros and Cons

GROW

HBRD

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

HBRD

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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