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Compare MOGL vs. L1IF

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

Montgomery Global Investment Portfolio

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 MOGL and L1IF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

L1IF

Popularity

Low

Low

Pearlers invested

4

1

Median incremental investment

$295.25

$30,000.00

Median investment frequency

Fortnightly

Daily

Median total investment

$13,318.62

$32,244.87

Average age group

> 35

> 35


Key Summary

MOGL

L1IF

Strategy

N/A

L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

L1 Capital International Fund (Managed Fund) (100 %)

Top 3 industries

Financials (29.48 %)

Information Technology (27.35 %)

Communication Services (22.15 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

N/A

1.2 %


Key Summary

MOGL

L1IF

Issuer

N/A

L1 Capital

Tracking index

N/A

Asset class

Stock

ETF

Management fee

N/A

1.2 %

Price

$5.32

$6.59

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

4.59 %

0.18 %

Market

ASX

ASX

First listed date

20/12/2017

21/11/2023

Purchase fee

$6.50

$6.50


Community Stats

MOGL

L1IF

Popularity

Low

Low

Pearlers invested

4

1

Median incremental investment

$295.25

$30,000.00

Median investment frequency

Fortnightly

Daily

Median total investment

$13,318.62

$32,244.87

Average age group

> 35

> 35


Pros and Cons

MOGL

L1IF

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

L1IF

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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