Compare AU

Compare LSGE vs. INIF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Loomis Sayles Global Equity Fund - Active ETF

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

Community Stats

LSGE

INIF

Popularity

Low

Low

Pearlers invested

1

10

Median incremental investment

$290.50

$993.72

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$7,673.37

Average age group

N/A

26 - 35


Key Summary

LSGE

INIF

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.

INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods.

Top 3 holdings

Meta Platforms Inc Class A (6.99 %)

MercadoLibre Inc (6.15 %)

Amazon.com Inc (5.91 %)

Intelligent Investor Aus Eq Inc Fund - Active ETF (100 %)

Top 3 industries

Consumer Discretionary (34.30 %)

Information Technology (34.25 %)

Communication Services (31.45 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

0.99 %

0.97 %


Key Summary

LSGE

INIF

Issuer

Loomis Sayles

Intelligent Investor

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.99 %

0.97 %

Price

$3.67

$2.74

Size

$54.362 million

$75.888 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.71 %

6.27 %

Market

ASX

ASX

First listed date

30/09/2021

19/06/2018

Purchase fee

$6.50

$6.50


Community Stats

LSGE

INIF

Popularity

Low

Low

Pearlers invested

1

10

Median incremental investment

$290.50

$993.72

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$7,673.37

Average age group

N/A

26 - 35


Pros and Cons

LSGE

INIF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

LSGE

INIF

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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