Compare AU

Compare IIGF vs. PAXX

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intelligent Investor Aus Equity Growth Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Intelligent Investor Aus Equity Growth Fund (Managed Fund) (IIGF) and the Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IIGF

PAXX

Popularity

Low

Low

Pearlers invested

17

2

Median incremental investment

$1,038.06

$1,783.07

Median investment frequency

Monthly

Monthly

Median total investment

$2,124.96

$6,613.13

Average age group

> 35

26 - 35


Key Summary

IIGF

PAXX

Strategy

IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.

PAXX.AX was created on 2017-08-17 by Platinum. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund aims to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asian region excluding Japan.

Top 3 holdings

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Taiwan Semiconductor Manufacturing Co Ltd (9.40 %)

Samsung Electronics Co Ltd (6.67 %)

SK Hynix Inc (6.17 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Information Technology (45.98 %)

Other (31.27 %)

Communication Services (9.03 %)

Top 3 countries

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

China (46.18 %)

Korea (17.74 %)

Taiwan (10.79 %)

Management fee

0.97 %

1.26 %


Key Summary

IIGF

PAXX

Issuer

Intelligent Investor

Platinum

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

1.26 %

Price

$3.04

$4.78

Size

$103.135 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.21 %

5.11 %

Market

ASX

ASX

First listed date

05/10/2020

14/09/2017

Purchase fee

$6.50

$6.50


Community Stats

IIGF

PAXX

Popularity

Low

Low

Pearlers invested

17

2

Median incremental investment

$1,038.06

$1,783.07

Median investment frequency

Monthly

Monthly

Median total investment

$2,124.96

$6,613.13

Average age group

> 35

26 - 35


Pros and Cons

IIGF

PAXX

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IIGF

PAXX

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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