UMAX - BetaShares S&P 500 Yield Maximiser Fund

[System]

Fund Objective

UMAX 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 does not aim to track an index.

S&P 500 Yield Maximiser Fund (managed fund)

Yield Maximiser Fund. Aims to provide investors with exposure to a portfolio of 20 blue-chip Australian shares and attractive quarterly income. Learn more.

www.betashares.com.au

 

[Dona Ferentes]

it will be interesting to compare this ETF with the Plato funds, including the listed PL8

PL8 - Plato Income Maximiser

Plato Income Maximiser Limited has been established to provide investors with the opportunity to benefit from an actively managed well-diversified Australian listed equities portfolio that aims to generate both fully franked income and a total return in excess of the S&P/ASX 200 Franking Credit...

www.aussiestockforums.com

 

[Belli]

UMAX has been listed on the ASX for over five years and PL8 for around four (I think), so some comparison would be possible I would guess.