Compare AU
Compare MOGL vs. IMPQ
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 Gbl Long Only Equities Fund (Managed Fund) (MOGL) and the Perennial Better Future Fund (Managed Fund) (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 629 |
Median incremental investment | $295.25 | $600.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,918.06 | $1,004.85 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOGL | IMPQ | |
|---|---|---|
Strategy | N/A | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) |
Top 3 industries | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) | Financials (28.54 %) Real Estate (19.45 %) Other (16.81 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) |
Management fee | N/A | 0.99 % |
Key Summary
MOGL | IMPQ | |
|---|---|---|
Issuer | N/A | Perennial |
Tracking index | N/A | |
Asset class | Stock | ETF |
Management fee | N/A | 0.99 % |
Price | $5.16 | $4.95 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.59 % | 2.05 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 629 |
Median incremental investment | $295.25 | $600.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,918.06 | $1,004.85 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | IMPQ | |
|---|---|---|
Pros |
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Cons |
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MOGL | IMPQ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |