Compare AU

Compare MKAX vs. RCB

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

Community Stats

MKAX

RCB

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$4,990.50

$1,200.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$4,558.40

$4,401.42

Average age group

26 - 35

> 35


Key Summary

MKAX

RCB

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.

RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term

Top 3 holdings

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

Westpac Banking Corp. 5% (14.34 %)

National Australia Bank Ltd. 4.95% (13.12 %)

Commonwealth Bank of Australia 4.9% (11.74 %)

Top 3 industries

Top 3 countries

Management fee

1.25 %

0.28 %


Key Summary

MKAX

RCB

Issuer

Montaka

Russell

Tracking index

DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.28 %

Price

$4.60

$20.19

Size

N/A

$283.625 million

10Y return

N/A

-1.61 %

Annual dividend/ distribution yield (5Y)

4.08 %

2.22 %

Market

ASX

ASX

First listed date

23/06/2020

13/03/2012

Purchase fee

$6.50

$6.50


Community Stats

MKAX

RCB

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$4,990.50

$1,200.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$4,558.40

$4,401.42

Average age group

26 - 35

> 35


Pros and Cons

MKAX

RCB

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MKAX

RCB

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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