Compare AU

Compare IMPQ vs. LPGD

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

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

Community Stats

IMPQ

LPGD

Popularity

Low

Low

Pearlers invested

630

11

Median incremental investment

$600.00

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$996.30

$1,790.88

Average age group

26 - 35

> 35


Key Summary

IMPQ

LPGD

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.

LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption.

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

Loftus Peak Global Disruption 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 %

0.12 %


Key Summary

IMPQ

LPGD

Issuer

Perennial

Loftus Peak

Tracking index

Asset class

ETF

ETF

Management fee

0.99 %

0.12 %

Price

$4.92

$5.33

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.05 %

- %

Market

ASX

ASX

First listed date

23/05/2019

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

LPGD

Popularity

Low

Low

Pearlers invested

630

11

Median incremental investment

$600.00

$721.12

Median investment frequency

Monthly

Quarterly

Median total investment

$996.30

$1,790.88

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

LPGD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

IMPQ

LPGD

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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