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Compare MKAX vs. BEAR

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

Montaka Global Extension Fund (Quoted Managed Hedge Fund)

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

MKAX

BEAR

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$4,990.50

$1,175.25

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$2,240.72

Average age group

26 - 35

26 - 35


Key Summary

MKAX

BEAR

Strategy

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.

BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).

Top 3 holdings

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

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

1.25 %

1.38 %


Key Summary

MKAX

BEAR

Issuer

Montaka

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.25 %

1.38 %

Price

$4.59

$7.57

Size

N/A

$42.599 million

10Y return

N/A

-59.19 %

Annual dividend/ distribution yield (5Y)

4.08 %

0.28 %

Market

ASX

ASX

First listed date

23/06/2020

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

MKAX

BEAR

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$4,990.50

$1,175.25

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$2,240.72

Average age group

26 - 35

26 - 35


Pros and Cons

MKAX

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MKAX

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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