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Compare LPGD vs. MOGL

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

Community Stats

LPGD

MOGL

Popularity

Low

Low

Pearlers invested

11

4

Median incremental investment

$721.12

$295.25

Median investment frequency

Quarterly

Fortnightly

Median total investment

$1,760.64

$13,068.27

Average age group

> 35

> 35


Key Summary

LPGD

MOGL

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 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.12 %

N/A


Key Summary

LPGD

MOGL

Issuer

Loftus Peak

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

0.12 %

N/A

Price

$5.24

$5.22

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

4.59 %

Market

ASX

ASX

First listed date

08/11/2020

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

LPGD

MOGL

Popularity

Low

Low

Pearlers invested

11

4

Median incremental investment

$721.12

$295.25

Median investment frequency

Quarterly

Fortnightly

Median total investment

$1,760.64

$13,068.27

Average age group

> 35

> 35


Pros and Cons

LPGD

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

LPGD

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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