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