Compare AU

Compare AASF vs. MKAX

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

Airlie Australian Share Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are AASF and MKAX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AASF

MKAX

Popularity

Low

Low

Pearlers invested

13

1

Median incremental investment

$1,993.50

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,484.78

$4,558.40

Average age group

26 - 35

26 - 35


Key Summary

AASF

MKAX

Strategy

N/A

MKAX.AX was created on 2020-06-24 by Montaka. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to provide Unitholders with long term capital growth, with a focus on managing downside risk.

Top 3 holdings

Airlie Australian Share Fund (Managed Fund) (100 %)

Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0 %

1.25 %


Key Summary

AASF

MKAX

Issuer

Montaka

Tracking index

Asset class

Stock

ETF

Management fee

0 %

1.25 %

Price

$3.97

$4.59

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.30 %

4.08 %

Market

ASX

ASX

First listed date

03/06/2020

23/06/2020

Purchase fee

$6.50

$6.50


Community Stats

AASF

MKAX

Popularity

Low

Low

Pearlers invested

13

1

Median incremental investment

$1,993.50

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,484.78

$4,558.40

Average age group

26 - 35

26 - 35


Pros and Cons

AASF

MKAX

Pros

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

AASF

MKAX

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher dividend/distribution yield

Lower dividend/distribution yield

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