Compare AU

Compare GROW vs. MOAT

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 and ETFs are a popular choice. Two options in the ASX are GROW and MOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

MOAT

Popularity

N/A

Low

Pearlers invested

0

521

Median incremental investment

$0

$1,000.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$4,223.68

Average age group

N/A

> 35


Key Summary

GROW

MOAT

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

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

Salesforce Inc (3.19 %)

Autodesk Inc (3.04 %)

Bristol-Myers Squibb Co (3.00 %)

Top 3 industries

Other (23.89 %)

Health Care (20.80 %)

Information Technology (20.43 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.84 %

0.49 %


Key Summary

GROW

MOAT

Issuer

Schroder

VanEck

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.84 %

0.49 %

Price

$3.83

$132.20

Size

$56.823 million

$1.007 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

3.83 %

3.81 %

Market

ASX

ASX

First listed date

16/08/2016

26/06/2015

Purchase fee

$6.50

$6.50


Community Stats

GROW

MOAT

Popularity

N/A

Low

Pearlers invested

0

521

Median incremental investment

$0

$1,000.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$4,223.68

Average age group

N/A

> 35


Pros and Cons

GROW

MOAT

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

GROW

MOAT

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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