Compare AU

Compare LPGD vs. EIGA

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 EIGA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LPGD

EIGA

Popularity

Low

Low

Pearlers invested

11

62

Median incremental investment

$721.12

$599.39

Median investment frequency

Quarterly

Monthly

Median total investment

$1,790.88

$1,505.43

Average age group

> 35

> 35


Key Summary

LPGD

EIGA

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.

EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).

Top 3 holdings

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

BHP Group Ltd (13.12 %)

Commonwealth Bank of Australia (6.19 %)

CSL Ltd (6.01 %)

Top 3 industries

Materials (36.73 %)

Financials (26.98 %)

Health Care (10.75 %)

Top 3 countries

Australia (97.92 %)

United States (2.08 %)

Management fee

0.12 %

0.8 %


Key Summary

LPGD

EIGA

Issuer

Loftus Peak

Perennial

Tracking index

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.12 %

0.8 %

Price

$5.33

$3.89

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

6.44 %

Market

ASX

ASX

First listed date

08/11/2020

07/05/2018

Purchase fee

$6.50

$6.50


Community Stats

LPGD

EIGA

Popularity

Low

Low

Pearlers invested

11

62

Median incremental investment

$721.12

$599.39

Median investment frequency

Quarterly

Monthly

Median total investment

$1,790.88

$1,505.43

Average age group

> 35

> 35


Pros and Cons

LPGD

EIGA

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

LPGD

EIGA

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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