UMAX
🇦🇺 ASX
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
N/A
Annual Growth
5 years average annual capital growth
💰
7.14%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
29
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
+38.98%
1M
All Time
Graph
Table
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JUNE 23 CALLS ON SPX INDEX CALL 4295.00 0.0 16 JUN 23
SPX US 03/17/23 C4205
SPX US 04/21/23 C4090
MAY 23 CALLS ON SPX INDEX CALL 4230.00 0.0 19 MAY 23
AUD - AUSTRALIA DOLLAR
0.06%
Updated as of 24 May 2023
Industry Exposure
📙 Other
100%
Country Exposure
🇺🇸 United States of America (the)
99%
Other
1%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
7.14%
💰 Annual Distribution Earnings Per $1,000 invested**
$71.41
💰 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
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.00
0.00%
2024
$0.00
0.00%
2023
$0.69
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*
$21.25
💰 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
29
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in UMAX
677 days
UMAX investor breakdown
💵 Income of investors
More than 200k
150k - 200k
9%
100k - 150k
22%
50k - 100k
38%
Less than 50k
31%
👶 Age of investors
18 - 25
26 - 34
38%
35 - 90
62%
🙋 Legal gender of investors
Female
41%
Male
59%
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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
