Key stats
About BETAMTUM ETF UNITS
Home page
Inception date
Jul 22, 2024
Dividend treatment
Distributes
Primary advisor
BetaShares Capital Ltd.
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
Stocks100.00%
Finance55.84%
Retail Trade8.55%
Technology Services6.74%
Transportation6.51%
Consumer Services5.81%
Non-Energy Minerals4.16%
Health Technology3.88%
Health Services2.38%
Commercial Services1.24%
Communications1.16%
Distribution Services0.83%
Producer Manufacturing0.58%
Energy Minerals0.53%
Process Industries0.51%
Industrial Services0.49%
Consumer Durables0.39%
Consumer Non-Durables0.24%
Utilities0.16%
Bonds, Cash & Other0.00%
Stock breakdown by region
Oceania97.36%
North America2.13%
Europe0.51%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history