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Compare MKAX vs. JHLO

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

Community Stats

MKAX

JHLO

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

JHLO

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.

JHLO.AX was created on 2024-04-26 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek to provide long-term capital appreciation.

Top 3 holdings

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

Jpmorgan Global Select Equity (Hedged) Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

1.25 %

0.55 %


Key Summary

MKAX

JHLO

Issuer

Montaka

JPMorgan

Tracking index

Asset class

ETF

ETF

Management fee

1.25 %

0.55 %

Price

$4.59

$54.67

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.08 %

0.23 %

Market

ASX

ASX

First listed date

23/06/2020

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

MKAX

JHLO

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

JHLO

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

MKAX

JHLO

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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