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Compare LPGD vs. BBFD

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

Loftus Peak Global Disruption Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are LPGD and BBFD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LPGD

BBFD

Popularity

Low

N/A

Pearlers invested

11

0

Median incremental investment

$721.12

$0

Median investment frequency

Quarterly

N/A

Median total investment

$1,784.16

$0

Average age group

> 35

N/A


Key Summary

LPGD

BBFD

Strategy

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.

N/A

Top 3 holdings

Loftus Peak Global Disruption Fund (Managed Fund) (100 %)

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.12 %

0 %


Key Summary

LPGD

BBFD

Issuer

Loftus Peak

Tracking index

Asset class

ETF

Stock

Management fee

0.12 %

0 %

Price

$5.24

$18.98

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

- %

1.28 %

Market

ASX

ASX

First listed date

08/11/2020

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

LPGD

BBFD

Popularity

Low

N/A

Pearlers invested

11

0

Median incremental investment

$721.12

$0

Median investment frequency

Quarterly

N/A

Median total investment

$1,784.16

$0

Average age group

> 35

N/A


Pros and Cons

LPGD

BBFD

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

LPGD

BBFD

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower dividend/distribution yield

Higher dividend/distribution yield

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