Back
Compare AU
Compare REIT vs. CGUN
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 VanEck Ftse International Property (Aud Hedged) ETF (REIT) and the Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
REIT | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 105 | 1 |
Median incremental investment | $993.50 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,188.44 | $1,987.88 |
Average age group | > 35 | > 35 |
Key Summary
REIT | CGUN | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | CGUN.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | Welltower Inc (8.32 %) Prologis Inc (7.60 %) Equinix Inc (5.52 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.43 % | 0 % |
Key Summary
REIT | CGUN | |
|---|---|---|
Issuer | VanEck | Claremont Global |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0 % |
Price | $16.54 | $1.395 |
Size | $731.528 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.20 % | 6.02 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 105 | 1 |
Median incremental investment | $993.50 | $1,896.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,188.44 | $1,987.88 |
Average age group | > 35 | > 35 |
Pros and Cons
REIT | CGUN | |
|---|---|---|
Pros |
| |
Cons |
|
REIT | CGUN |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |