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Compare MKAX vs. ETF

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

Montaka Global Extension Fund - Complex ETF

ASX

Buy

Buy

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ASX

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

Community Stats

MKAX

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Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$4,990.50

-

Median investment frequency

Fortnightly

N/A

Median total investment

$4,558.40

$0

Average age group

26 - 35

N/A

Key Summary

MKAX

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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.

N/A

Top 3 holdings

KKR & Co Inc Ordinary Shares (16.20 %)

Amazon.com Inc (15.25 %)

Blackstone Inc (14.34 %)

Top 3 industries

Financials (30.27 %)

Information Technology (27.44 %)

Consumer Discretionary (21.33 %)

Top 3 countries

United States (88.72 %)

China (4.98 %)

Australia (2.24 %)

Management fee

1.25 %

N/A

Key Summary

MKAX

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Issuer

Montaka

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

1.25 %

N/A

Price

$2.90

$--

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.95 %

- %

Market

ASX

ASX

First listed date

23/06/2020

N/A

Purchase fee

$6.50

$6.50

Community Stats

MKAX

---

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$4,990.50

-

Median investment frequency

Fortnightly

N/A

Median total investment

$4,558.40

$0

Average age group

26 - 35

N/A

Pros and Cons

MKAX

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Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

MKAX

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Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield