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Compare MOGL vs. CGUN
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Montaka Global Fund - Active ETF (MOGL) and the Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $295.25 | $1,896.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $9,487.89 | $2,080.50 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | CGUN | |
|---|---|---|
Strategy | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. | CGUN.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | Microsoft Corp (11.66 %) Amazon.com Inc (11.13 %) Meta Platforms Inc Class A (7.16 %) | Visa Inc Class A (9.01 %) Agilent Technologies Inc (8.84 %) Waste Connections Inc (8.74 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 1.32 % | 0 % |
Key Summary
MOGL | CGUN | |
|---|---|---|
Issuer | Montgomery | Claremont Global |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0 % |
Price | $4.23 | $1.46 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.89 % | 4.71 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $295.25 | $1,896.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $9,487.89 | $2,080.50 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | CGUN | |
|---|---|---|
Pros |
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Cons |
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MOGL | CGUN |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |