VanEck Morningstar Wide Moat ETF (MOAT)
Beyond the Benchmark |
Moats, Goats and Dividends |
Why Moats Matter |
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101731-2022-07-09-02:51.pdf |
FUND MANAGER | VanEck Investments |
ASX Code | MOAT* |
APIR | |
ASSET CLASS | EXCHANGE TRADED FUNDS |
INVESTMENT STYLE | MOAT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages. |
INVESTMENT PROFILE | MOAT aims to provide investment returns before fees and other costs which track the performance of the Benchmark. |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | 26-06-2015 |
BENCHMARK | Morningstar Wide Moat Focus NR AUD Index |
FUND SIZE | Morningstar Wide Moat Focus NR AUD Index |
DISTRIBUTION FREQUENCY | Yearly |
NO. OF HOLDINGS | 40-80 |
FEES | 0.49% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in VanEck ETFsEach Fund provides investors with:
Compared to unlisted actively managed funds, investors benefit from:
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RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundMOAT gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar's equity research team. MOAT aims to provide investment returns before fees and other costs which track the performance of the Index. Index descriptionThe Morningstar Wide Moat Focus NR AUD Index is a rules-based, equal-weighted index intended to offer exposure to attractively priced companies with sustainable competitive advantages according to Morningstar's equity research team. |
Mandate
How we invest your moneyThe Fund employs a high conviction US strategy that gives investors exposure to securities that comprise the Morningstar Wide Moat Focus Index (Wide Moat Index). The Wide Moat Index comprises between 40 to 80 wide moat companies in the US that Morningstar considers are the most attractively priced based on Morningstar's proprietary methodology that considers quantitative and qualitative factors. The Wide Moat Index is derived from the Morningstar US Market Index, a broad market index representing 97% of US Market Capitalisation. Wide moat companies are those in which Morningstar has very high confidence excess returns will remain for 10 years, with excess returns more likely than not to remain for at least 20 years. |