Montaka Global Equities Fund (Managed Fund) ETF (ASX:MOGL)

The Montaka MOGL Fund is an actively-managed portfolio that invests in a concentrated portfolio of global equities. The fund typically selects between 15-30 global equities and aims to pay a distribution of at least 4.5% per year.

MOGL ETF review

MOGL share price and fees

MOGL fees

ASX ticker code: MOGL
Yearly fee (MER): 1.32%
FUM: $58.98 million
Monthly spread: 0.76%
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

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

MOGL invests in a concentrated portfolio of high-quality global securities based on Montaka’s actively-managed approach. The fund aims to outperform the MSCI World Net Total Return Index (AUD) over a rolling 5-year period. This ETF could be a solution for investors looking for actively-managed exposure to the global equities market.

What do investors use the MOGL ETF for?

MOGL could be used by investors looking for a concentrated portfolio of global companies, as selected and managed by the investment team at Montaka. According to Montaka, they look for high-quality businesses that are trading at attractive valuations.

How to buy the MOGL ETF

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MOGL investor starter pack

MOGL PDS

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

MOGL literature

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

MOGL holdings

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

ASX: MOGL’s dividend 2021

MOGL dividend yield

Last 12m yield: 5.45%

When does MOGL pay a dividend?

MOGL dividend reinvestment plan (DRP)

Warnings we apply to the MOGL ETF

MOGL 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 MOGL 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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