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Compare MKAX vs. H100

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 H100. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MKAX

H100

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$4,990.50

$767.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$1,645.76

Average age group

26 - 35

> 35


Key Summary

MKAX

H100

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

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

SHELL PLC (9.24 %)

ASTRAZENECA PLC (8.01 %)

HSBC HOLDINGS PLC (6.44 %)

Top 3 industries

Financials (17.65 %)

Consumer Staples (17.44 %)

Energy (13.29 %)

Top 3 countries

Management fee

1.25 %

0 %


Key Summary

MKAX

H100

Issuer

Montaka

Tracking index

Asset class

ETF

Stock

Management fee

1.25 %

0 %

Price

$4.70

$11.12

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.08 %

0.81 %

Market

ASX

ASX

First listed date

23/06/2020

24/10/2023

Purchase fee

$6.50

$6.50


Community Stats

MKAX

H100

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$4,990.50

$767.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$1,645.76

Average age group

26 - 35

> 35


Pros and Cons

MKAX

H100

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

MKAX

H100

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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