Compare AU

Compare GROW vs. LPGD

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

Community Stats

GROW

LPGD

Popularity

N/A

Low

Pearlers invested

0

11

Median incremental investment

$0

$721.12

Median investment frequency

N/A

Quarterly

Median total investment

$0

$1,790.88

Average age group

N/A

> 35


Key Summary

GROW

LPGD

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

LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption.

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

Loftus Peak Global Disruption Fund (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.84 %

0.12 %


Key Summary

GROW

LPGD

Issuer

Schroder

Loftus Peak

Tracking index

Asset class

ETF

ETF

Management fee

0.84 %

0.12 %

Price

$3.85

$5.33

Size

$57.906 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

3.83 %

- %

Market

ASX

ASX

First listed date

16/08/2016

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

GROW

LPGD

Popularity

N/A

Low

Pearlers invested

0

11

Median incremental investment

$0

$721.12

Median investment frequency

N/A

Quarterly

Median total investment

$0

$1,790.88

Average age group

N/A

> 35


Pros and Cons

GROW

LPGD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

GROW

LPGD

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

Higher distribution yield

Lower distribution yield

Home