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UPAR
Description
Description
UPAR was created on 2022-01-03 by Evoke. The fund's investment portfolio concentrates primarily on global macro alternatives. UPAR is actively managed to provide leveraged exposure to an index that allocates to four major asset classes: global equities, US Treasurys, commodities and TIPS based on risk parity.
NYSE/NASDAQ
ETF - A bundle of shares
Performance
Performance
$15.79
USD
▼ -$4.24 (-21.24%)
27th July 2026, 05:48 p.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
* US price history does not take into account stock splits
Quick facts
Quick facts
▼ -21.24% Growth
5 years capital growth
▲ 3.65% Dividends
5 year average dividend yield
$15 AUD minimum investment
Due to minimum AUD to USD conversion
$0 USD median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
XOM (ExxonMobil Holdings Corp)
2%
DE (Deere & Co)
2%
BHP (BHP Group Ltd ADR)
1%
Top country exposure
View all
United States
47%
China
7%
United Kingdom of Great Britain and Northern Ireland
6%
Top industry exposure
View all
Other
94%
Energy
2%
Materials
2%
Distributions
Distributions
Annual dividend yield
8.09%
Average franked amount
0%
5 year avg. dividend yield (p.a.)
3.65%
Dividend reinvestment
Highest franked amount
N/A
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.68% p.a.
Advanced information
Advanced information
Leveraged
No
P/E ratio
0.00
Inverse
No
P/B ratio
0.00
Expense ratio
0.68
Inception date
2022-01-03
Pearler community insights
Pearler community insights
General statistics
0 investors hold UPAR
N/A average time between investments
N/A average holding per investor
N/A since last community investment
Demographics
Income of investors
Less than 50k
-
50k - 100k
-
100k - 150k
-
150k - 200k
-
More than 200k
-
Age of investors
18-25 years old
-
26-34 years old
-
35-90 years old
-
Legal gender of investors
0% male
0% 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 23 July 2026, and may have changed since.
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