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Compare MKAX vs. CGHE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Montaka Global Extension Fund - Complex ETF (MKAX) and the Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $4,990.50 | $2,594.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $2,592.68 |
Average age group | 26 - 35 | > 35 |
Key Summary
MKAX | CGHE | |
|---|---|---|
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. | CGHE.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | Microsoft Corp (9.69 %) Amazon.com Inc (9.40 %) Agilent Technologies Inc (8.38 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | ||
Management fee | 1.25 % | 0 % |
Key Summary
MKAX | CGHE | |
|---|---|---|
Issuer | Montaka | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0 % |
Price | $3.56 | $1.72 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.95 % | - % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $4,990.50 | $2,594.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,558.40 | $2,592.68 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MKAX | CGHE | |
|---|---|---|
Pros |
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Cons |
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MKAX | CGHE |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |