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Compare MKAX vs. MOGL

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

Community Stats

MKAX

MOGL

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$4,990.50

$295.25

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$4,558.40

$13,168.41

Average age group

26 - 35

> 35


Key Summary

MKAX

MOGL

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 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

1.25 %

N/A


Key Summary

MKAX

MOGL

Issuer

Montaka

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

1.25 %

N/A

Price

$4.70

$5.32

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.08 %

4.59 %

Market

ASX

ASX

First listed date

23/06/2020

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

MKAX

MOGL

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$4,990.50

$295.25

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$4,558.40

$13,168.41

Average age group

26 - 35

> 35


Pros and Cons

MKAX

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

MKAX

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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