Betashares Capital S&P 500 Yield Maximizer Fund (ASX: UMAX) Share Price and News

Price

$27.62

Movement

0.00 (0.0)

As at 13 Feb - Closed (20 mins delayed)

52 Week Range

$22.47 - $27.96

 
1 Year Return

+19.1%

Betashares Capital S&P 500 Yield Maximizer Fund Chart and Price Data

2025
2025
2025
2025
$20
$25
$30
$20
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$25
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$30

Fundamentals Data provided by Morningstar.

Share Price

$27.62

Day Change

0.00 (0.0)

52 Week Range

$22.47 - $27.96

Yesterday's Close

$27.62

Today's Open

Days Range

-

Volume

0

Avg. Volume (1 month)

9,856

Turnover

$0

As at 13 Feb - Closed

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  • Betashares Capital S&P 500 Yield Maximizer Fund (ASX: UMAX)
    Latest News

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    Frequently Asked Questions

    UMAX ASX Announcements

    An announcement is considered as "Price Sensitive" if it is thought that it may have an impact on the price of the security.

    DateAnnouncementPrice Sensitive?TimeNo. of PagesFile Size
    6th Feb 2025 2025-02-06T16:51:47 Units on Issue Disclosure - January 2025YesNo4:51pm3148k
    24th Jan 2025 2025-01-24T09:50:37 Indicative 2025 Distributions CalendarYesNo9:50am7134k
    7th Jan 2025 2025-01-07T16:37:41 Units on Issue Disclosure - Dec 2024YesNo4:37pm3120k
    3rd Jan 2025 2025-01-03T08:32:10 DRP Issue PriceYesNo8:32am2175k
    2nd Jan 2025 2025-01-02T08:31:49 Final Distribution AnnouncementYesNo8:31am2238k
    30th Dec 2024 2024-12-30T19:32:12 Estimated Distribution AnnouncementYesNo7:32pm2235k
    23rd Dec 2024 2024-12-23T18:07:38 Distribution TimetableYesNo6:07pm3183k
    5th Dec 2024 2024-12-05T11:39:35 Units on Issue Disclosure - November 2024YesNo11:39am3121k
    6th Nov 2024 2024-11-06T12:07:52 Units on Issue Disclosure - October 2024YesNo12:07pm3120k
    4th Oct 2024 2024-10-04T12:56:16 Units on Issue Disclosure - September 2024YesNo12:56pm3119k

    About Betashares Capital S&P 500 Yield Maximizer Fund

    Betashares S&P500 Yield Maximiser Fund (ASX: UMAX) is a managed fund that aims to significantly exceed the dividend yield of its underlying share portfolio comprising S&P500 stocks.

    The S&P500 Yield Maximiser Fund does not seek to track the index rather to enhance dividend income over the medium term using what is known as a 'covered call' strategy.

    The fund's largest holdings are in the information technology, healthcare, and financial sectors. 

     

     

    Directors & Management Data provided by Morningstar.

    Data provided by Morningstar.
    Name Title Start Date Profile
    Mr Edward Sippel Non-Executive Director Mar 2021
    Mr Sippel is a Managing Director of TA Associates and Co-Head of TA Associates in Asia. He focuses on investments in companies in the Asia Pacific Region. He has been a Director of SpeedCast since its acquisition by the TA Associates Funds in 2012. On behalf of TA Associates, he also serves on the board of Nintex in Australia, Yeepay in China and was formerly a Director of Forgame in China. Prior to joining TA Associates, he was a partner at two private equity funds, Quadrangle Capital Partners and TVG Capital. In this capacity he served on the Board of Directors of many public and private companies globally.
    Mr Alex Vynokur Executive Director Sep 2009
    Mr Vynokur is responsible for the strategy and overall management of the business. Alex was involved in the establishment and development of several Australian financial services businesses including Pengana Capital and Centric Wealth. Alex is a director and principal of Apex Capital Partners. He is also a director of Toranotec Ltd. Alex previously worked at Turnbull Pillemer Capital, where he focussed on identifying and managing investments across the financial services industry. Prior to commencing his career in financial services, Alex was a lawyer at Baker & McKenzie, specialising in mergers and acquisitions and financial services.
    Mr Jason Gellert Executive Director Mar 2021
    Mr Gellert worked in the private equity advisory group at Morgan Stanley in New York and their mergers and acquisitions group in Sydney. He also worked in the investment team at Investec Wentworth Private Equity. Jason's experience spans mergers and acquisitions, capital markets and general corporate advice, as well as funds management.

    Top Shareholders Data provided by Morningstar.

    Data provided by Morningstar.
    Name Shares Capital
    No top 20 shareholder's information disclosed 0 0.00%

    Profile

    since

    Note