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Compare USIG vs. CGHE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are USIG and CGHE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $662.00 | $2,594.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $27,512.91 | $2,284.56 |
Average age group | > 35 | > 35 |
Key Summary
USIG | CGHE | |
|---|---|---|
Strategy | N/A | CGHE.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) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | Global X Usd Corporate Bond (Currency Hedged) ETF (100 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) | |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0 % | 0 % |
Key Summary
USIG | CGHE | |
|---|---|---|
Issuer | Claremont Global | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0 % |
Price | $9.63 | $1.52 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.87 % | - % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $662.00 | $2,594.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $27,512.91 | $2,284.56 |
Average age group | > 35 | > 35 |
Pros and Cons
USIG | CGHE | |
|---|---|---|
Pros |
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Cons |
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USIG | CGHE |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher dividend/distribution yield | Lower dividend/distribution yield |