Compare AU

Compare PAXX vs. HBRD

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

Platinum Asia Fund (Quoted Managed Hedge 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 PAXX and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

PAXX

HBRD

Popularity

Low

Low

Pearlers invested

2

43

Median incremental investment

$1,783.07

$921.04

Median investment frequency

Monthly

Monthly

Median total investment

$6,682.31

$2,283.75

Average age group

26 - 35

> 35


Key Summary

PAXX

HBRD

Strategy

PAXX.AX was created on 2017-08-17 by Platinum. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund aims to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asian region excluding Japan.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Taiwan Semiconductor Manufacturing Co Ltd (9.48 %)

SK Hynix Inc (5.48 %)

Vietnam Enterprise Ord (4.41 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Other (40.81 %)

Information Technology (40.65 %)

Communication Services (9.29 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

China (46.18 %)

Korea (17.74 %)

Taiwan (10.79 %)

Management fee

1.26 %

0.55 %


Key Summary

PAXX

HBRD

Issuer

Platinum

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.26 %

0.55 %

Price

$4.83

$10.16

Size

N/A

$2.365 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.11 %

4.74 %

Market

ASX

ASX

First listed date

14/09/2017

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

PAXX

HBRD

Popularity

Low

Low

Pearlers invested

2

43

Median incremental investment

$1,783.07

$921.04

Median investment frequency

Monthly

Monthly

Median total investment

$6,682.31

$2,283.75

Average age group

26 - 35

> 35


Pros and Cons

PAXX

HBRD

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

PAXX

HBRD

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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