Compare AU

Compare MKAX vs. GIVE

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 are a popular choice. Two options in the ASX are MKAX and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MKAX

GIVE

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$4,990.50

$523.25

Median investment frequency

Fortnightly

Quarterly

Median total investment

$4,558.40

$812.50

Average age group

26 - 35

26 - 35


Key Summary

MKAX

GIVE

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.

GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Top 3 holdings

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

Perpetual Esg Australian Share Fund (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

1.25 %

0.65 %


Key Summary

MKAX

GIVE

Issuer

Montaka

Perpetual

Tracking index

S&P/ASX 300 Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.65 %

Price

$4.60

$3.25

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.08 %

5.50 %

Market

ASX

ASX

First listed date

23/06/2020

28/11/2021

Purchase fee

$6.50

$6.50


Community Stats

MKAX

GIVE

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$4,990.50

$523.25

Median investment frequency

Fortnightly

Quarterly

Median total investment

$4,558.40

$812.50

Average age group

26 - 35

26 - 35


Pros and Cons

MKAX

GIVE

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

MKAX

GIVE

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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