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Compare MKAX vs. LSGE

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

Community Stats

MKAX

LSGE

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$4,990.50

$290.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$4,558.40

$0

Average age group

26 - 35

N/A


Key Summary

MKAX

LSGE

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.

LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle.

Top 3 holdings

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

Meta Platforms Inc Class A (7.32 %)

MercadoLibre Inc (6.69 %)

Amazon.com Inc (5.61 %)

Top 3 industries

Consumer Discretionary (33.65 %)

Communication Services (33.28 %)

Information Technology (26.44 %)

Top 3 countries

United States (78.27 %)

Sweden (3.72 %)

United Kingdom of Great Britain and Northern Ireland (3.62 %)

Management fee

1.25 %

0.99 %


Key Summary

MKAX

LSGE

Issuer

Montaka

Loomis Sayles

Tracking index

MSCI ACWI Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.25 %

0.99 %

Price

$4.59

$3.68

Size

N/A

$49.795 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.08 %

0.71 %

Market

ASX

ASX

First listed date

23/06/2020

30/09/2021

Purchase fee

$6.50

$6.50


Community Stats

MKAX

LSGE

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$4,990.50

$290.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$4,558.40

$0

Average age group

26 - 35

N/A


Pros and Cons

MKAX

LSGE

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

LSGE

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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