Compare AU

Compare MKAX vs. JHPI

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

Community Stats

MKAX

JHPI

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

JHPI

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.

JHPI.AX was created on 2022-11-08 by JPMorgan. The fund's investment portfolio concentrates primarily on extended market equity. The investment objective of the Fund is to seek current1 income while maintaining prospects for capital appreciation.

Top 3 holdings

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

JPMorgan Equity Premium Income ETF (99.83 %)

Top 3 industries

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

1.25 %

0.4 %


Key Summary

MKAX

JHPI

Issuer

Montaka

JPMorgan

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.4 %

Price

$4.60

$53.94

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.08 %

1.87 %

Market

ASX

ASX

First listed date

23/06/2020

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

MKAX

JHPI

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

JHPI

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

MKAX

JHPI

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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