Compare AU

Compare IMPQ vs. RCAP

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Better Future Fund (IMPQ) and the Resolution Cap Global Prop Sec (Managed Fund) (RCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IMPQ

RCAP

Popularity

Low

Low

Pearlers invested

631

3

Median incremental investment

$600.00

$6,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,002.82

$10,243.09

Average age group

26 - 35

> 35


Key Summary

IMPQ

RCAP

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.

RCAP.AX was created on 2022-02-22 by Resolution Capital. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis

Top 3 holdings

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

Welltower Inc (8.93 %)

Equinix Inc (6.60 %)

Ventas Inc (6.50 %)

Top 3 industries

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Real Estate (100.00 %)

Top 3 countries

Australia (85.40 %)

New Zealand (13.59 %)

United States (1.01 %)

United States (60.84 %)

United Kingdom of Great Britain and Northern Ireland (11.25 %)

France (6.53 %)

Management fee

0.99 %

0.8 %


Key Summary

IMPQ

RCAP

Issuer

Perennial

Resolution Capital

Tracking index

Asset class

ETF

ETF

Management fee

0.99 %

0.8 %

Price

$4.94

$1.69

Size

N/A

N/A

10Y return

N/A

16.56 %

Annual distribution yield (5Y)

2.05 %

1.59 %

Market

ASX

ASX

First listed date

23/05/2019

21/02/2022

Purchase fee

$6.50

$6.50


Community Stats

IMPQ

RCAP

Popularity

Low

Low

Pearlers invested

631

3

Median incremental investment

$600.00

$6,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,002.82

$10,243.09

Average age group

26 - 35

> 35


Pros and Cons

IMPQ

RCAP

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

IMPQ

RCAP

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

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