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Compare MKAX vs. QHAL

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

Community Stats

MKAX

QHAL

Popularity

Low

Low

Pearlers invested

1

62

Median incremental investment

$4,990.50

$865.83

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$5,068.63

Average age group

26 - 35

> 35


Key Summary

MKAX

QHAL

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.

QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index.

Top 3 holdings

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

MSCI Global 'Quality' (ex-AUS hedged) (100 %)

Top 3 industries

Top 3 countries

United States (77.72 %)

Switzerland (4.96 %)

United Kingdom of Great Britain and Northern Ireland (4.17 %)

Management fee

1.25 %

0.43 %


Key Summary

MKAX

QHAL

Issuer

Montaka

VanEck

Tracking index

MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.43 %

Price

$4.59

$49.20

Size

N/A

$1.531 billion

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.08 %

1.82 %

Market

ASX

ASX

First listed date

23/06/2020

25/03/2019

Purchase fee

$6.50

$6.50


Community Stats

MKAX

QHAL

Popularity

Low

Low

Pearlers invested

1

62

Median incremental investment

$4,990.50

$865.83

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$5,068.63

Average age group

26 - 35

> 35


Pros and Cons

MKAX

QHAL

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MKAX

QHAL

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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