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Compare MHG vs. EIGA

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Magellan Global Equities Fund Currency Hedged (Managed Fund) (MHG) and the Perennial Income Generator Fund (Managed Fund) (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHG

EIGA

Popularity

Low

Low

Pearlers invested

4

63

Median incremental investment

$1,494.46

$599.89

Median investment frequency

Fortnightly

Monthly

Median total investment

$12,737.99

$1,556.28

Average age group

> 35

> 35


Key Summary

MHG

EIGA

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.

EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

BHP Group Ltd (13.12 %)

Commonwealth Bank of Australia (6.19 %)

CSL Ltd (6.01 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Materials (36.73 %)

Financials (26.98 %)

Health Care (10.75 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

Management fee

1.35 %

0.8 %


Key Summary

MHG

EIGA

Issuer

Magellan

Perennial

Tracking index

MSCI World Index - Hedged to AUD

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.35 %

0.8 %

Price

$3.98

$3.93

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.01 %

6.44 %

Market

ASX

ASX

First listed date

10/08/2015

07/05/2018

Purchase fee

$6.50

$6.50


Community Stats

MHG

EIGA

Popularity

Low

Low

Pearlers invested

4

63

Median incremental investment

$1,494.46

$599.89

Median investment frequency

Fortnightly

Monthly

Median total investment

$12,737.99

$1,556.28

Average age group

> 35

> 35


Pros and Cons

MHG

EIGA

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MHG

EIGA

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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