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Compare MHG vs. HBRD

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

Community Stats

MHG

HBRD

Popularity

Low

Low

Pearlers invested

5

43

Median incremental investment

$1,494.46

$921.04

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,750.12

$2,292.75

Average age group

> 35

> 35


Key Summary

MHG

HBRD

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.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

Management fee

1.35 %

0.55 %


Key Summary

MHG

HBRD

Issuer

Magellan

BetaShares

Tracking index

MSCI World Index - Hedged to AUD

Asset class

ETF

ETF

Management fee

1.35 %

0.55 %

Price

$3.96

$10.19

Size

N/A

$2.342 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

4.01 %

4.74 %

Market

ASX

ASX

First listed date

10/08/2015

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

MHG

HBRD

Popularity

Low

Low

Pearlers invested

5

43

Median incremental investment

$1,494.46

$921.04

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,750.12

$2,292.75

Average age group

> 35

> 35


Pros and Cons

MHG

HBRD

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

HBRD

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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