Compare AU

Compare LSGE vs. MOGL

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, 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 Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

LSGE

MOGL

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$290.50

$295.25

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$0

$12,742.82

Average age group

N/A

> 35


Key Summary

LSGE

MOGL

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.

N/A

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

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

0.99 %

N/A


Key Summary

LSGE

MOGL

Issuer

Loomis Sayles

N/A

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

N/A

Asset class

ETF

Stock

Management fee

0.99 %

N/A

Price

$3.56

$5.13

Size

$49.795 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.71 %

4.59 %

Market

ASX

ASX

First listed date

30/09/2021

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

LSGE

MOGL

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$290.50

$295.25

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$0

$12,742.82

Average age group

N/A

> 35


Pros and Cons

LSGE

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

LSGE

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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