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Compare MHG vs. BAOR

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

Magellan Global Equities Fund Currency Hedged (Managed Fund)

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

Community Stats

MHG

BAOR

Popularity

Low

Low

Pearlers invested

4

1

Median incremental investment

$1,494.46

$993.50

Median investment frequency

Fortnightly

Daily

Median total investment

$13,058.04

$0

Average age group

> 35

N/A


Key Summary

MHG

BAOR

Strategy

MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss.

BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed.

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

Aoris Int Fund (Class B) (Unhedged) (Managed Fund) (100 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

Management fee

1.35 %

1.1 %


Key Summary

MHG

BAOR

Issuer

Magellan

AORIS

Tracking index

MSCI World Index - Hedged to AUD

Asset class

ETF

ETF

Management fee

1.35 %

1.1 %

Price

$4.08

$2.56

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

4.01 %

1.95 %

Market

ASX

ASX

First listed date

10/08/2015

30/04/2023

Purchase fee

$6.50

$6.50


Community Stats

MHG

BAOR

Popularity

Low

Low

Pearlers invested

4

1

Median incremental investment

$1,494.46

$993.50

Median investment frequency

Fortnightly

Daily

Median total investment

$13,058.04

$0

Average age group

> 35

N/A


Pros and Cons

MHG

BAOR

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MHG

BAOR

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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