Montaka Montaka Global Extension Fund (ASX:MKAX)

The Montaka Global Extension fund is a listed managed fund which aims to offer investors exposure to long-term structural winning companies in attractive industries. Typically, the MKAX fund aims to hold 15 to 30 long positions in companies which are medium to large cap, together with 10-40 stock-specific short positions.

MKAX ETF review

MKAX share price and fees

MKAX fees

ASX ticker code: MKAX
Yearly fee (MER): 1.25%
FUM: $29.69 million
Monthly spread: 0.86%
Data Last Updated: July 2022

Analyst report

This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.

Fee comparison

MKAX yearly fee (MER)
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Sector average fee (MER)
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What does the MKAX ASX ETF invest in?

The Montaka Global Extension fund aims to couple its long exposure in shares by profiting from short positions in 10-40 select companies and short positions in ETFs. It may also use derivatives or other strategies to provide protection against volatility or risk.

What do investors use the MKAX ETF for?

The MKAX fund could be used by investors to get exposure to a concentrated portfolio of large companies from the US markets and elsewhere outside Australia, together with select short positions.

How to buy the MKAX ETF

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MKAX investor starter pack

MKAX PDS

The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.

MKAX literature

We’ve asked the ETF provider to share their best whitepapers & research with you.

MKAX holdings

The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.

ASX: MKAX’s dividend 2021

MKAX dividend yield

Last 12m yield: 6.69%

When does MKAX pay a dividend?

MKAX dividend reinvestment plan (DRP)

Warnings we apply to the MKAX ETF

MKAX tax domicile

International shares sector data

Sector average return (1Y)
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Average FUM ($m)
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Average fee (MER)
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How MKAX compares:

1Y return
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FUM ($m)
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Sector information is recorded based on the last 12-month returns to July 2022. Refer to the Issuer’s website, speak to your financial adviser and always the fund’s Product Disclosure Statement (PDS) before choosing an ETF for its dividend yield, past returns or fees. Past performance can be a poor indicator of future performance. 

Latest ETF News

*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.

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