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Compare LSGE vs. CGUN
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Loomis Sayles Global Equity Fund - Active ETF (LSGE) and the Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $993.50 | $1,896.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $2,902.90 | $1,923.75 |
Average age group | < 26 | > 35 |
Key Summary
LSGE | CGUN | |
|---|---|---|
Strategy | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. | CGUN.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | Alphabet Inc Class A (7.85 %) Meta Platforms Inc Class A (7.53 %) Tesla Inc (5.96 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (63.40 %) China (7.47 %) Brazil (6.67 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.99 % | 0 % |
Key Summary
LSGE | CGUN | |
|---|---|---|
Issuer | Loomis Sayles | Claremont Global |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0 % |
Price | $2.03 | $1.35 |
Size | $38.118 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 35.18 % | 6.02 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $993.50 | $1,896.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $2,902.90 | $1,923.75 |
Average age group | < 26 | > 35 |
Pros and Cons
LSGE | CGUN | |
|---|---|---|
Pros |
| |
Cons |
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LSGE | CGUN |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |