Compare AU

Compare MCCL vs. IISV

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

Munro Climate Change Leaders 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 MCCL and IISV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MCCL

IISV

Popularity

Low

Low

Pearlers invested

10

10

Median incremental investment

$649.50

$596.46

Median investment frequency

Monthly

Monthly

Median total investment

$1,926.72

$5,523.94

Average age group

26 - 35

26 - 35


Key Summary

MCCL

IISV

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

IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment

Top 3 holdings

Munro Climate Change Leaders Fund Active ETF (100 %)

RPMGlobal Holdings Ltd (7.77 %)

Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.95 %)

KKR & Co Inc Ordinary Shares (5.57 %)

Top 3 industries

Financials (50.65 %)

Consumer Discretionary (15.93 %)

Information Technology (14.85 %)

Top 3 countries

Management fee

0.9 %

0.97 %


Key Summary

MCCL

IISV

Issuer

Munro

Intelligent Investor

Tracking index

S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.9 %

0.97 %

Price

$17.84

$3.58

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.06 %

0.07 %

Market

ASX

ASX

First listed date

19/01/2022

30/03/2023

Purchase fee

$6.50

$6.50


Community Stats

MCCL

IISV

Popularity

Low

Low

Pearlers invested

10

10

Median incremental investment

$649.50

$596.46

Median investment frequency

Monthly

Monthly

Median total investment

$1,926.72

$5,523.94

Average age group

26 - 35

26 - 35


Pros and Cons

MCCL

IISV

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

MCCL

IISV

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

Home