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Compare MOGL vs. IMPQ

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

Montaka Gbl Long Only Equities Fund (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 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

637

Median incremental investment

$295.25

$600.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$11,791.49

$1,017.03

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

Amazon.com Inc (10.94 %)

KKR & Co Inc Ordinary Shares (10.82 %)

Blackstone Inc (10.28 %)

Meridian Energy Ltd (5.73 %)

AUB Group Ltd (5.36 %)

Chorus Ltd (4.95 %)

Top 3 industries

Financials (34.52 %)

Communication Services (24.17 %)

Consumer Discretionary (20.77 %)

Financials (28.54 %)

Real Estate (19.45 %)

Other (16.81 %)

Top 3 countries

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

$4.71

$5.01

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

637

Median incremental investment

$295.25

$600.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$11,791.49

$1,017.03

Average age group

> 35

26 - 35


Pros and Cons

MOGL

IMPQ

Pros

  • Higher price growth

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

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

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