Compare AU
Compare GROW vs. LSGE
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GROW | LSGE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $290.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Key Summary
GROW | LSGE | |
|---|---|---|
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 | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Schroder Real Return (Managed Fund) (100 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | |
Top 3 countries | United States (51.79 %) Australia (19.91 %) Japan (8.50 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.84 % | 0.99 % |
Key Summary
GROW | LSGE | |
|---|---|---|
Issuer | Schroder | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.84 % | 0.99 % |
Price | $3.86 | $3.68 |
Size | $56.823 million | $49.795 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.83 % | 0.71 % |
Market | ASX | ASX |
First listed date | 16/08/2016 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GROW | LSGE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $290.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Pros and Cons
GROW | LSGE | |
|---|---|---|
Pros |
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Cons |
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GROW | LSGE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |