Key stats
About BETAMTUM ETF UNITS
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Inception date
Jul 22, 2024
ISIN
AU0000341117
MTUM aims to track the performance of an index (before fees and expenses) comprising a portfolio of Australian companies with above average momentum scores, as measured by risk-adjusted returns.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Retail Trade
Stocks100.00%
Finance60.65%
Retail Trade12.84%
Technology Services6.01%
Health Technology4.09%
Non-Energy Minerals3.92%
Consumer Services2.53%
Distribution Services1.85%
Commercial Services1.45%
Health Services1.31%
Transportation1.25%
Utilities0.94%
Energy Minerals0.82%
Process Industries0.76%
Industrial Services0.64%
Producer Manufacturing0.52%
Consumer Non-Durables0.31%
Consumer Durables0.08%
Miscellaneous0.04%
Bonds, Cash & Other0.00%
Stock breakdown by region
Oceania100.00%
North America0.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history