Compare AU
Compare MCCL vs. AUMF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MCCL and AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MCCL | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 3 |
Median incremental investment | $622.32 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,784.99 | $1,425.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MCCL | AUMF | |
|---|---|---|
Strategy | 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 | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 83.73m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | Munro Climate Change Leaders Fund Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (8.15 %) BHP GROUP LTD (7.02 %) CSL LTD (4.26 %) |
Top 3 industries | Financials (28.68 %) Materials (18.21 %) Industrials (12.21 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.9 % | 0.3 % |
Key Summary
MCCL | AUMF | |
|---|---|---|
Issuer | Munro | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.9 % | 0.3 % |
Price | $17.33 | $34.76 |
Size | N/A | $81.280 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.06 % | 5.42 % |
Market | ASX | ASX |
First listed date | 19/01/2022 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MCCL | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 3 |
Median incremental investment | $622.32 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,784.99 | $1,425.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MCCL | AUMF | |
|---|---|---|
Pros |
| |
Cons |
|
MCCL | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |