BetaShares - S&P 500 Yield Maximiser Complex ETF (UMAX.AX)

ETF profile

BetaShares - S&P 500 Yield Maximiser Complex ETF (UMAX.AX)

Country: AustraliaSector: Financial ServicesIndustry: Asset Management - IncomeExchange: ASX

Company overview

As of January 2026, the Fund will shift its distribution frequency from quarterly to a monthly basis. UMAX's core objective is to generate attractive monthly payouts and mitigate fluctuations in portfolio performance. This is achieved through an equity income investment strategy applied to a portfolio composed of companies from the S&P 500 Index. It is important to note that UMAX is not designed to replicate the performance of an index.

WebsiteN/A
SectorFinancial Services
IndustryAsset Management - Income
CountryAustralia
Trades inAUD
Current price
26.40+0.49%
Benchmarks

No price history available.

For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.

BetaShares - S&P 500 Yield Maximiser Complex ETF (UMAX.AX)

UMAX.AX · ASX · Financial Services
26.40+0.49%
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No price history available.

About

As of January 2026, the Fund will shift its distribution frequency from quarterly to a monthly basis. UMAX's core objective is to generate attractive monthly payouts and mitigate fluctuations in portfolio performance. This is achieved through an equity income investment strategy applied to a portfolio composed of companies from the S&P 500 Index. It is important to note that UMAX is not designed to replicate the performance of an index.

SectorFinancial Services
IndustryAsset Management - Income
CountryAustralia
Trades inAUD

For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.

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