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UMAX
Description
Description
UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index.
ASX
ETF - A bundle of shares
United States
Performance
Performance
$24.62
AUD
▲ $8.15 (49.48%)
11th March 2026, 04:16 a.m.
1M
1Y
10Y
GRAPH
TABLE
GRAPH
TABLE
If I had invested $1,000 in UMAX 10 years ago, today I would have...
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Quick facts
Quick facts
▲ 6.00% Growth
5 year average annual growth
▲ 5.68% Dividends
5 year average dividend yield
$500 minimum investment
Due to regulatory requirements
$3,643.76 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
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IVV UP (ISHARES CORE S&P 500 ETF)
100%
USD (USD - UNITED STATES DOLLAR)
0%
AUD (AUD - AUSTRALIA DOLLAR)
0%
Top country exposure
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United States
99%
Switzerland
0%
China
0%
Top industry exposure
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Other
100%
Communication
0%
Distributions
Distributions
Annual dividend yield
4.68%
Average franked amount
0%
5 year avg. dividend yield (p.a.)
5.68%
Dividend reinvestment
Highest franked amount
0%
Payout dates
See dividend history
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Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.79% p.a.
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Advanced information
Advanced information
Leveraged
No
P/E ratio
0.00
Inverse
No
P/B ratio
0.00
Expense ratio
0.79
Inception date
2014-09-17
Community insights
Community insights
General statistics
51 investors hold UMAX
28 weeks average time between investments
$2,910 average holding per investor
16 hours since last community investment
Demographics
Income of investors
Less than 50k
49%
50k - 100k
28%
100k - 150k
12%
150k - 200k
7%
More than 200k
3%
Age of investors
35-90 years old
76%
26-34 years old
24%
18-25 years old
0%
Legal gender of investors
61% male
39% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 3 September 2025, and may have changed since.
Learn more
Learn more
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8 min
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3 likes
Please criticise my portfolio 40% UMAX, 40% VAS, 5% NDIA, 5% VEQ, 5% VAE, 5% IJP
ASK & ANSWER
Investing Strategy
Hi! I'm 19 years old. My investment horizon is extremely long term (30-40 years). I am looking for a globally diverse po...
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•
December 17th, 2022
5 likes
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38 views
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ASK & ANSWER
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April 3rd, 2024
0 likes
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471 views
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AU vs US shares
ASK & ANSWER
First Time Investor
Hi, I’m fairly new to investing and this is a dumb question but what is the difference when investing in the AU shares v...
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•
January 29th, 2023
5 likes
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252 views
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What’s happened to my shares and it’s value if I suddenly die
ASK & ANSWER
Investing Strategy
Hi, I just started my investment with ASX last month. But I started worrying and wanted to know what’s happened to my sh...
Ngoc Nguyen
•
September 30th, 2022
3 likes
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379 views
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