Compare AU

Compare KSM vs. SKUK

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

K2 Australian Small Cap Fund (Hedge 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 KSM and SKUK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

KSM

SKUK

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$1,004.26

$502.50

Median investment frequency

Monthly

Quarterly

Median total investment

$885.92

$836.46

Average age group

26 - 35

> 35


Key Summary

KSM

SKUK

Strategy

KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles

SKUK.AX was created on 2023-11-01 by Hejaz . The fund's investment portfolio concentrates primarily on target outcome asset allocation. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5to 7-years timeframe through exposure to a diversified equities portfolio of shariah complaint investments

Top 3 holdings

K2 Australian Small Cap Fund (Hedge Fund) (100 %)

Hejaz Sukuk Active ETF (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

1.31 %

1.33 %


Key Summary

KSM

SKUK

Issuer

K2

Hejaz

Tracking index

Bloomberg Global Aggregate USD Sukuk Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.31 %

1.33 %

Price

$2.26

$1.08

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.21 %

0.30 %

Market

ASX

ASX

First listed date

15/12/2015

31/10/2023

Purchase fee

$6.50

$6.50


Community Stats

KSM

SKUK

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$1,004.26

$502.50

Median investment frequency

Monthly

Quarterly

Median total investment

$885.92

$836.46

Average age group

26 - 35

> 35


Pros and Cons

KSM

SKUK

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

KSM

SKUK

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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