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Compare MKAX vs. VIF

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

Community Stats

MKAX

VIF

Popularity

Low

Low

Pearlers invested

1

29

Median incremental investment

$4,990.50

$1,993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$2,038.92

Average age group

26 - 35

> 35


Key Summary

MKAX

VIF

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.

VIF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund seeks to track the return of the Bloomberg Global Aggregate Corporate and Government-Related Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax

Top 3 holdings

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

United States Treasury Note/Bond 2.875 2032-05-15 (0.70 %)

United Kingdom Gilt 0.25 2025-01-31 (0.44 %)

United States Treasury Note/Bond 0.625 2030-08-15 (0.41 %)

Top 3 industries

Top 3 countries

Management fee

1.25 %

0.2 %


Key Summary

MKAX

VIF

Issuer

Montaka

Vanguard

Tracking index

Bloomberg Barclays Global Treasury Index Hedged into Australian Dollars - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.2 %

Price

$4.59

$39.19

Size

N/A

$2.323 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.08 %

4.05 %

Market

ASX

ASX

First listed date

23/06/2020

08/12/2015

Purchase fee

$6.50

$6.50


Community Stats

MKAX

VIF

Popularity

Low

Low

Pearlers invested

1

29

Median incremental investment

$4,990.50

$1,993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$2,038.92

Average age group

26 - 35

> 35


Pros and Cons

MKAX

VIF

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MKAX

VIF

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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