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Compare LPGD vs. H100

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 H100. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LPGD

H100

Popularity

Low

Low

Pearlers invested

11

1

Median incremental investment

$721.12

$767.50

Median investment frequency

Quarterly

Monthly

Median total investment

$1,790.88

$1,645.76

Average age group

> 35

> 35


Key Summary

LPGD

H100

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 %)

SHELL PLC (9.24 %)

ASTRAZENECA PLC (8.01 %)

HSBC HOLDINGS PLC (6.44 %)

Top 3 industries

Financials (17.65 %)

Consumer Staples (17.44 %)

Energy (13.29 %)

Top 3 countries

Management fee

0.12 %

0 %


Key Summary

LPGD

H100

Issuer

Loftus Peak

Tracking index

Asset class

ETF

Stock

Management fee

0.12 %

0 %

Price

$5.33

$11.12

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

0.81 %

Market

ASX

ASX

First listed date

08/11/2020

24/10/2023

Purchase fee

$6.50

$6.50


Community Stats

LPGD

H100

Popularity

Low

Low

Pearlers invested

11

1

Median incremental investment

$721.12

$767.50

Median investment frequency

Quarterly

Monthly

Median total investment

$1,790.88

$1,645.76

Average age group

> 35

> 35


Pros and Cons

LPGD

H100

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

H100

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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