Compare AU

Compare LPGD vs. DZZF

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 and ETFs are a popular choice. Two options in the ASX are LPGD and DZZF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LPGD

DZZF

Popularity

Low

Low

Pearlers invested

11

405

Median incremental investment

$721.12

$1,044.04

Median investment frequency

Quarterly

Monthly

Median total investment

$1,790.88

$2,820.60

Average age group

> 35

26 - 35


Key Summary

LPGD

DZZF

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.

The fund aims to track the weighted average performance of the underlying ETFs like FAIR and ETHI before considering additional fees, expenses, and taxes.

Top 3 holdings

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

BETASHARES GLOBAL SUSTAINABILI (39.03 %)

BETASHARES AUSTRALIAN SUSTAINA (33.61 %)

BETASHARES GLOBAL SUSTAINABILI (16.81 %)

Top 3 industries

Other (99.77 %)

Communication Services (0.23 %)

Top 3 countries

United States (49.43 %)

Australia (33.87 %)

Japan (4.93 %)

Management fee

0.12 %

0.39 %


Key Summary

LPGD

DZZF

Issuer

Loftus Peak

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.12 %

0.39 %

Price

$5.33

$31.34

Size

N/A

$100.315 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

- %

3.70 %

Market

ASX

ASX

First listed date

08/11/2020

12/12/2019

Purchase fee

$6.50

$6.50


Community Stats

LPGD

DZZF

Popularity

Low

Low

Pearlers invested

11

405

Median incremental investment

$721.12

$1,044.04

Median investment frequency

Quarterly

Monthly

Median total investment

$1,790.88

$2,820.60

Average age group

> 35

26 - 35


Pros and Cons

LPGD

DZZF

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

LPGD

DZZF

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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