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Compare MHHT vs. LPGD

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

Magellan High Conviction Trust (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 MHHT and LPGD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MHHT

LPGD

Popularity

Low

Low

Pearlers invested

8

11

Median incremental investment

$1,742.00

$755.50

Median investment frequency

Fortnightly

Quarterly

Median total investment

$5,033.77

$1,764.00

Average age group

> 35

> 35


Key Summary

MHHT

LPGD

Strategy

MHHT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term.

LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption.

Top 3 holdings

Amazon.com Inc (9.10 %)

Microsoft Corp (8.58 %)

ASML Holding NV (7.16 %)

Loftus Peak Global Disruption Fund (Managed Fund) (100 %)

Top 3 industries

Information Technology (32.18 %)

Consumer Discretionary (21.16 %)

Financials (20.12 %)

Top 3 countries

United States (72.59 %)

Netherlands (7.23 %)

Canada (6.98 %)

Management fee

1.5 %

0.12 %


Key Summary

MHHT

LPGD

Issuer

Magellan

Loftus Peak

Tracking index

Asset class

ETF

ETF

Management fee

1.5 %

0.12 %

Price

$2.09

$5.25

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

1.94 %

- %

Market

ASX

ASX

First listed date

30/08/2021

08/11/2020

Purchase fee

$6.50

$6.50


Community Stats

MHHT

LPGD

Popularity

Low

Low

Pearlers invested

8

11

Median incremental investment

$1,742.00

$755.50

Median investment frequency

Fortnightly

Quarterly

Median total investment

$5,033.77

$1,764.00

Average age group

> 35

> 35


Pros and Cons

MHHT

LPGD

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

MHHT

LPGD

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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