UMAX
Betashares S&P 500 Yield Maximiser Complex ETF
🇦🇺 ASX
💰 HIGH DIVIDEND
🇺🇸 UNITED STATES
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
+ 6.35%
Annual Growth
5 years average annual capital growth
💰
5.10%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
45
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
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.
📈 Performance
Price History
+42.13%
1M
1Y
10Y
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$72,464.19
after 5 years
$169,875.85
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
Show more
SPX US 04/17/25 C5840
SPX US 04/17/25 C5870
ISHARES CORE S&P 500 ETF
97.87%
AUD - AUSTRALIA DOLLAR
0.25%
Updated as of 17 April 2025
Industry Exposure
📙 Other
100%
Country Exposure
🇺🇸 United States
99%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
5.10%
💰 Annual Distribution Earnings Per $1,000 invested**
$50.99
💰 Most Recent Distribution Franked Percentage Estimate
0.00%
💰 Average Distribution Franked Percentage Estimate
0.00 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of UMAX, your last distribution payment(s) would have been:
$ 136.5
on Wed Apr 16 2025
$ 128.71
on Fri Jan 17 2025
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.70
0.00%
2024
$1.13
0.00%
2023
$1.24
0.00%
2022
$1.37
0.00%
2021
$1.13
0.00%
2020
$1.29
0.00%
2019
$1.15
0.00%
2018
$0.91
0.00%
2017
$0.83
0.00%
2016
$1.02
0.00%
💵 Costs
💼
0.79%
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$24.02
💰 Price To Earnings Ratio
0.00
💰 Price To Book Ratio
0.00
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in UMAX
45
📊 Total Capital Earnings
$164K
🔃 Average investment frequency
28 weeks
💵 Average investment amount
$1,851
⏰ Last time a customer invested in UMAX
8 hours
UMAX investor breakdown
💵 Income of investors
More than 200k
150k - 200k
8%
100k - 150k
19%
50k - 100k
35%
Less than 50k
35%
👶 Age of investors
18 - 25
26 - 34
36%
35 - 90
64%
🙋 Legal gender of investors
Female
44%
Male
56%
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United Malt Group Ltd. engages in the business of production and distribution of malt, hops, yeast, adjuncts, and related products. The company is headquartered in Sydney, New South Wales and currently employs 900 full-time employees. The company went IPO on 2020-03-24. The firm operates through two segments: Processing, and Warehouse and Distribution. The Processing segment is engaged in the production and sale of bulk malt to brewers, craft brewers, distillers and food companies. The Warehouse and Distribution segment is engaged in the distribution and sale of bagged malt, hops, yeast, adjuncts and related products to craft brewers, distillers and food companies. The firm has approximately 12 processing plants in Canada, the United States of America, Australia and the United Kingdom, with a production capacity of approximately 1.25 million tons per annum (Mtpa). The firm supplies malt to the craft brewing sector with a distribution network consisting of approximately 21 warehouses, both Company-operated and through third-party logistics providers, and international craft distribution partnerships throughout North America, South America, Europe, Asia and Australia.
📊 Share price
$4.98 AUD
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