Compare AU

Compare LPGD vs. ISLM

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

Community Stats

LPGD

ISLM

Popularity

Low

Low

Pearlers invested

11

5

Median incremental investment

$721.12

$503.50

Median investment frequency

Quarterly

Monthly

Median total investment

$1,760.64

$1,145.22

Average age group

> 35

26 - 35


Key Summary

LPGD

ISLM

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.

ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments.

Top 3 holdings

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

Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %)

Pop Mart International Group Ltd Ordinary Shares (7.58 %)

Air Products & Chemicals Inc (5.53 %)

Top 3 industries

Consumer Discretionary (21.57 %)

Materials (19.16 %)

Information Technology (19.15 %)

Top 3 countries

United States (39.31 %)

Australia (26.55 %)

China (10.94 %)

Management fee

0.12 %

1.89 %


Key Summary

LPGD

ISLM

Issuer

Loftus Peak

Hejaz

Tracking index

MSCI World Islamic

Asset class

ETF

ETF

Management fee

0.12 %

1.89 %

Price

$5.29

$1.13

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

- %

- %

Market

ASX

ASX

First listed date

08/11/2020

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

LPGD

ISLM

Popularity

Low

Low

Pearlers invested

11

5

Median incremental investment

$721.12

$503.50

Median investment frequency

Quarterly

Monthly

Median total investment

$1,760.64

$1,145.22

Average age group

> 35

26 - 35


Pros and Cons

LPGD

ISLM

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

LPGD

ISLM

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

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