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Compare IFRA vs. CGHE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck FTSE Global Infrastructure (Aud Hedged) ETF (IFRA) and the Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IFRA | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 169 | 1 |
Median incremental investment | $1,061.66 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,890.20 | $2,284.56 |
Average age group | > 35 | > 35 |
Key Summary
IFRA | CGHE | |
|---|---|---|
Strategy | IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis | CGHE.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | Transurban Group (5.29 %) NextEra Energy Inc (5.09 %) Aena SME SA (4.75 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Utilities (44.46 %) Industrials (24.01 %) Other (15.57 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (59.00 %) Canada (10.75 %) Spain (6.03 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.52 % | 0 % |
Key Summary
IFRA | CGHE | |
|---|---|---|
Issuer | VanEck | Claremont Global |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index - CAD | |
Asset class | ETF | ETF |
Management fee | 0.52 % | 0 % |
Price | $25.28 | $1.52 |
Size | $1.889 billion | N/A |
10Y return | 46.89 % | N/A |
Annual distribution yield (5Y) | 3.19 % | - % |
Market | ASX | ASX |
First listed date | 03/05/2016 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IFRA | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 169 | 1 |
Median incremental investment | $1,061.66 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,890.20 | $2,284.56 |
Average age group | > 35 | > 35 |
Pros and Cons
IFRA | CGHE | |
|---|---|---|
Pros |
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Cons |
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IFRA | CGHE |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |