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Compare ISEC vs. CGHE
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 iShares Enhanced Cash ETF (ISEC) and the Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISEC | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $2,568.35 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,263.00 | $2,284.56 |
Average age group | > 35 | > 35 |
Key Summary
ISEC | CGHE | |
|---|---|---|
Strategy | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 606.54m in AUM and 5 holdings. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. | CGHE.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | RBC MONEY MARKET 11AM (11.70 %) UNITED OVERSEAS BANK LTD (SYDNEY B (3.32 %) OVERSEA-CHINESE BANKING CORPORATIO (3.32 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0.12 % | 0 % |
Key Summary
ISEC | CGHE | |
|---|---|---|
Issuer | iShares | Claremont Global |
Tracking index | S&P/ASX Bank Bill Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0 % |
Price | $100.40 | $1.52 |
Size | $603.118 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.33 % | - % |
Market | ASX | ASX |
First listed date | 06/06/2017 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISEC | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $2,568.35 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,263.00 | $2,284.56 |
Average age group | > 35 | > 35 |
Pros and Cons
ISEC | CGHE | |
|---|---|---|
Pros |
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Cons |
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ISEC | CGHE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |