BetaShares S&P 500 Yield Maximiser ETF
UMAX
BetaShares S&P 500 Yield Maximiser ETF UMAX Strategy
Aims to provide investors with exposure to the stocks comprising the S&P 500 Index (which tracks 500 large capitalisation U.S. equities) while providing regular income that exceeds the dividend yield of the stocks alone. In addition, the Fund aims to provide the potential for some capital growth and lower overall volatility than the Index.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
BetaShares S&P 500 Yield Maximiser ETF News & Analysis
etfs
Morningstar dumps Aussie yield ETF play from coverage
The BetaShares passive fund YMAX is expensive and its returns trail the index, says Morningstar.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,633.10 | 66.10 | 0.77% |
| CAC 40 | 7,213.32 | 14.87 | 0.21% |
| DAX 40 | 19,146.17 | 141.39 | 0.74% |
| Dow JONES (US) | 43,870.35 | 461.88 | 1.06% |
| FTSE 100 | 8,149.27 | 64.20 | 0.79% |
| HKSE | 19,295.71 | 305.40 | -1.56% |
| NASDAQ | 18,972.42 | 6.28 | 0.03% |
| Nikkei 225 | 38,360.29 | 334.12 | 0.88% |
| NZX 50 Index | 13,041.90 | 276.66 | 2.17% |
| S&P 500 | 5,948.71 | 31.60 | 0.53% |
| S&P/ASX 200 | 8,393.80 | 70.80 | 0.85% |
| SSE Composite Index | 3,316.66 | 53.74 | -1.59% |