Compare AU

Compare IMLC vs. HBRD

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

IML Conc Aus Shares Fund (Quoted 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 IMLC and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IMLC

HBRD

Popularity

Low

Low

Pearlers invested

1

42

Median incremental investment

$997.50

$925.52

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,086.56

$2,296.71

Average age group

< 26

> 35


Key Summary

IMLC

HBRD

Strategy

IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

IML Conc Aus Shares Fund (Quoted Managed Fund) (100 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.993 %

0.55 %


Key Summary

IMLC

HBRD

Issuer

IML

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.993 %

0.55 %

Price

$4.14

$10.14

Size

N/A

$2.337 billion

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.52 %

4.80 %

Market

ASX

ASX

First listed date

31/07/2023

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

IMLC

HBRD

Popularity

Low

Low

Pearlers invested

1

42

Median incremental investment

$997.50

$925.52

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,086.56

$2,296.71

Average age group

< 26

> 35


Pros and Cons

IMLC

HBRD

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

IMLC

HBRD

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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