Compare AU

Compare LSGE vs. RINC

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

Community Stats

LSGE

RINC

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$290.50

$1,094.28

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$172.33

Average age group

N/A

26 - 35


Key Summary

LSGE

RINC

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.

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 54.53m in AUM and 41 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.

Top 3 holdings

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

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

Australia (67.74 %)

New Zealand (11.82 %)

United States (6.44 %)

Management fee

0.99 %

0.85 %


Key Summary

LSGE

RINC

Issuer

Loomis Sayles

BetaShares

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.99 %

0.85 %

Price

$3.63

$9.07

Size

$49.795 million

$54.769 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.71 %

4.14 %

Market

ASX

ASX

First listed date

30/09/2021

19/02/2018

Purchase fee

$6.50

$6.50


Community Stats

LSGE

RINC

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$290.50

$1,094.28

Median investment frequency

Fortnightly

Monthly

Median total investment

$0

$172.33

Average age group

N/A

26 - 35


Pros and Cons

LSGE

RINC

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

LSGE

RINC

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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