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Compare MKAX vs. BOND

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 BOND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MKAX

BOND

Popularity

Low

Low

Pearlers invested

1

12

Median incremental investment

$4,990.50

$520.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$865.26

Average age group

26 - 35

26 - 35


Key Summary

MKAX

BOND

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.

BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Australian Fixed Interest Index.

Top 3 holdings

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

Australia (Commonwealth of) 4.5% (2.13 %)

Top 3 industries

Top 3 countries

Management fee

1.25 %

0.24 %


Key Summary

MKAX

BOND

Issuer

Montaka

SPDR

Tracking index

S&P/ASX Australian Fixed Interest Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.24 %

Price

$4.54

$25.08

Size

N/A

$40.041 million

10Y return

N/A

-4.38 %

Annual dividend/ distribution yield (5Y)

4.08 %

1.19 %

Market

ASX

ASX

First listed date

23/06/2020

27/07/2012

Purchase fee

$6.50

$6.50


Community Stats

MKAX

BOND

Popularity

Low

Low

Pearlers invested

1

12

Median incremental investment

$4,990.50

$520.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$865.26

Average age group

26 - 35

26 - 35


Pros and Cons

MKAX

BOND

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MKAX

BOND

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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