Compare AU

Compare RCAP vs. LSGE

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

Resolution Cap Global Prop Sec (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 Resolution Cap Global Prop Sec (Managed Fund) (RCAP) and the Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RCAP

LSGE

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$6,993.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,212.79

$0

Average age group

> 35

N/A


Key Summary

RCAP

LSGE

Strategy

RCAP.AX was created on 2022-02-22 by Resolution Capital. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis

LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle.

Top 3 holdings

Welltower Inc (8.93 %)

Equinix Inc (6.60 %)

Ventas Inc (6.50 %)

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

Top 3 industries

Real Estate (100.00 %)

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

United States (60.84 %)

United Kingdom of Great Britain and Northern Ireland (11.25 %)

France (6.53 %)

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

0.8 %

0.99 %


Key Summary

RCAP

LSGE

Issuer

Resolution Capital

Loomis Sayles

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.8 %

0.99 %

Price

$1.685

$3.70

Size

N/A

$49.795 million

10Y return

17.50 %

N/A

Annual distribution yield (5Y)

1.59 %

0.71 %

Market

ASX

ASX

First listed date

21/02/2022

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

RCAP

LSGE

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$6,993.50

$290.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,212.79

$0

Average age group

> 35

N/A


Pros and Cons

RCAP

LSGE

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

RCAP

LSGE

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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