Compare AU

Compare MKAX vs. GROW

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

Community Stats

MKAX

GROW

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$4,990.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$4,558.40

$0

Average age group

26 - 35

N/A


Key Summary

MKAX

GROW

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.

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

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

Schroder Real Return (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

1.25 %

0.84 %


Key Summary

MKAX

GROW

Issuer

Montaka

Schroder

Tracking index

Asset class

ETF

ETF

Management fee

1.25 %

0.84 %

Price

$4.47

$3.83

Size

N/A

$56.823 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.08 %

3.83 %

Market

ASX

ASX

First listed date

23/06/2020

16/08/2016

Purchase fee

$6.50

$6.50


Community Stats

MKAX

GROW

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$4,990.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$4,558.40

$0

Average age group

26 - 35

N/A


Pros and Cons

MKAX

GROW

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MKAX

GROW

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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