Comparison of Funds: NZAC offers a lower expense ratio and incorporates an ESG screen, focusing on climate-friendly investments, while URTH covers a broader range of stocks with higher assets under management and no ESG overlay.
Performance and Holdings: Both funds have similar one-year returns and yields, but NZAC has a heavier technology tilt and a climate-aligned index, whereas URTH is more diversified with a larger number of holdings from developed markets.
Investor Focus: NZAC is tailored for environmentally conscious investors seeking sustainable opportunities, while URTH appeals to those looking for greater diversification in developed market stocks.
Market Characteristics: NZAC trades with lower liquidity and has experienced a deeper five-year drawdown, while URTH's larger assets may provide better liquidity and trading ease for larger positions.
Wall Street analysts forecast URTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for URTH is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast URTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for URTH is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 188.560
Low
Averages
High
Current: 188.560
Low
Averages
High
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
