Compare AU

Compare IMPQ vs. L1IF

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

Better Future Fund

ASX

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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 IMPQ and L1IF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

L1IF

Popularity

Low

Low

Pearlers invested

631

1

Median incremental investment

$600.00

$30,000.00

Median investment frequency

Monthly

Daily

Median total investment

$1,006.88

$31,853.43

Average age group

26 - 35

> 35


Key Summary

IMPQ

L1IF

Strategy

IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments.

L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods.

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

L1 Capital International Fund (Managed Fund) (100 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

Management fee

0.99 %

1.2 %


Key Summary

IMPQ

L1IF

Issuer

Perennial

L1 Capital

Tracking index

Asset class

ETF

ETF

Management fee

0.99 %

1.2 %

Price

$4.92

$6.51

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.05 %

0.18 %

Market

ASX

ASX

First listed date

23/05/2019

21/11/2023

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

L1IF

Popularity

Low

Low

Pearlers invested

631

1

Median incremental investment

$600.00

$30,000.00

Median investment frequency

Monthly

Daily

Median total investment

$1,006.88

$31,853.43

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

L1IF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IMPQ

L1IF

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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