Compare AU
Compare INES vs. LSGE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are INES and LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 1 |
Median incremental investment | $851.70 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,400.69 | $0 |
Average age group | > 35 | N/A |
Key Summary
INES | LSGE | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.97 % | 0.99 % |
Key Summary
INES | LSGE | |
|---|---|---|
Issuer | Intelligent Investor | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.99 % |
Price | $3.43 | $3.70 |
Size | $74.418 million | $49.795 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 0.71 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 1 |
Median incremental investment | $851.70 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,400.69 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
INES | LSGE | |
|---|---|---|
Pros |
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Cons |
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INES | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |