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Compare MKAX vs. WCMQ

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

Community Stats

MKAX

WCMQ

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$4,990.50

$5,498.36

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$1,510.18

Average age group

26 - 35

> 35


Key Summary

MKAX

WCMQ

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.

WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark.

Top 3 holdings

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

AppLovin Corp Ordinary Shares - Class A (8.52 %)

Amazon.com Inc (5.14 %)

3i Group Ord (4.26 %)

Top 3 industries

Information Technology (35.82 %)

Other (18.60 %)

Health Care (17.32 %)

Top 3 countries

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

1.25 %

1.25 %


Key Summary

MKAX

WCMQ

Issuer

Montaka

WCM

Tracking index

Asset class

ETF

ETF

Management fee

1.25 %

1.25 %

Price

$4.51

$11.26

Size

N/A

$415.266 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.58 %

3.86 %

Market

ASX

ASX

First listed date

23/06/2020

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

MKAX

WCMQ

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$4,990.50

$5,498.36

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$1,510.18

Average age group

26 - 35

> 35


Pros and Cons

MKAX

WCMQ

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MKAX

WCMQ

Lower exposure to US market

Higher exposure to US market

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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