
Montaka Global Extension Fund (ASX: MKAX)
This fund offers investors access to our Montaka Active Extension strategy through an ASX-quoted managed fund. The fund can be accessed via the ASX under the ticker MKAX.
The Fund invests in a portfolio of high-quality global businesses, well-positioned in attractive markets, while they remain undervalued (the Long Portfolio). The Fund also seeks to profit by short selling the securities of businesses which are deteriorating, misperceived and overvalued (the Short Portfolio).
Typically, the Fund seeks to hold 15 to 30 long positions and partially offsets these with 10 to 40 short positions. From time to time, the Fund may employ tools to manage downside risk, including the purchase of exchange traded derivatives, including listed put options, and exchange traded funds.
We have launched on the ASX on June 24, 2020.
HOW TO INVEST
After accessing the Product Disclosure Statement and reading in full the investment objectives and risks of investing in Montaka Global Extension Fund (Quoted Managed Hedge Fund):
1

Through a broker or share trading account: Purchase units directly through your stockbroker or online broker with the ticker code MKAX.
2

OR through your financial adviser: Request units with the ticker code MKAX.
3

An investment confirmation will be issued by the Unit Registry Service, Link Market Services.
1

Through a broker or share trading account: Purchase units directly through your stockbroker or online broker with the ticker code MKAX.
2

OR through your financial adviser: Request units with the ticker code MKAX.
3

An investment confirmation will be issued by the Unit Registry Service, Link Market Services.
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