Back
Compare AU
Compare LSGE vs. MCCL
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 Munro Climate Change Leaders Fund Active ETF (MCCL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 38 |
Median incremental investment | $743.50 | $1,004.86 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,339.06 | $2,755.38 |
Average age group | < 26 | 26 - 35 |
Key Summary
LSGE | MCCL | |
|---|---|---|
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. | MCCL.AX was created on 2022-01-20 by Munro. The fund's investment portfolio concentrates primarily on theme equity. The Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of companies focused on decarbonisation and climate change located anywhere in the world. The Fund aims to achieve a return greater than the MSCI All Country World (Net) Index in $A (Net) over a 5 to 7 year period |
Top 3 holdings | NVIDIA Corp (9.75 %) Alphabet Inc Class A (9.68 %) Meta Platforms Inc Class A (9.23 %) | Linde PLC (9.84 %) NextEra Energy Inc (8.70 %) GE Vernova Inc (8.23 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Industrials (51.61 %) Utilities (24.55 %) Information Technology (12.27 %) |
Top 3 countries | United States (63.40 %) China (7.47 %) Brazil (6.67 %) | United States (73.26 %) Germany (11.93 %) China (6.07 %) |
Management fee | 0.99 % | 0.9 % |
Key Summary
LSGE | MCCL | |
|---|---|---|
Issuer | Loomis Sayles | Munro |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.9 % |
Price | $2.01 | $16.65 |
Size | $20.757 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 27.43 % | 6.95 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 19/01/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 38 |
Median incremental investment | $743.50 | $1,004.86 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,339.06 | $2,755.38 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
LSGE | MCCL | |
|---|---|---|
Pros |
| |
Cons |
|
LSGE | MCCL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |