MONEY MASTERS

UBS: IQ Morningstar Australia Dividend Yield ETF

Adam Muston. ETF capabilities manager UBS Asset Management

ETFs have been one of the fastest growing investment products in Australia recently as self-managed superannuation fund users continue to adopt ETFs for the flexibility and transparency they provide. As a smart beta ETF, the UBS IQ Morningstar Australia Dividend Yield ETF provides the benefits of a traditional ETF in addition to a research-based process which allows it to identify 25 high quality and high yielding securities, underpinned by Morningstar Research.

View UBS' disclaimer here.

What you'll learn /

The UBS IQ Morningstar Australia Dividend Yield ETF masterclass with Adam Muston will give you insights into:

 

The concept of an economic moat and how it’s utilised by the UBS IQ Morningstar Australia Dividend Yield ETF
Why the UBS IQ Morningstar Australia Dividend Yield ETF relies upon Morningstar equity research in its stock selection process
What type of investor is best suited to the UBS IQ Morningstar Australia Dividend Yield ETF
The fees involved to access the UBS IQ Morningstar Australia Dividend Yield ETF

About the expert /

Adam Muston /

ETF capabilities manager UBS Asset Management


Adam Muston is the ETF capabilities manager for Australia for UBS Asset Management. He is responsible for the ongoing distribution of existing ETF products. Adam also assists in the management UBS’s ETF platform and the creation and quotation of new products. In this role Adam works closely with financial advisers and intermediaries, and administration service providers. Prior to joining UBS Asset Management, Adam worked in equity and derivative sales at Shaw Stockbroking and prior to that at Phillip Capital.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

OVERVIEW

Asset class

Exchange traded funds, or ETFs, are similar to traditional managed funds and invest across various asset classes yet are more easily accessible. The UBS IQ Morningstar Australia Dividend Yield ETF is a smart beta ETF which means it looks to add enhanced outcomes compared to a traditional ETF that tracks a broad market index.

Find out more

01.

Aims and objectives

The UBS IQ Morningstar Australia Dividend Yield ETF aims to deliver a portfolio of 25 high quality and high yielding securities from a universe of stocks determined by Morningstar’s equity research.

Find out more

02.

What research is the product founded on?

The UBS IQ Morningstar Australia Dividend Yield ETF is based upon equity research conducted by Morningstar – one of the leading independent research providers worldwide. Morningstar's equity research is a globally robust proven methodology, its independent and long term oriented and anchored in the concept of an economic moat.

Find out more

03.

Role in portfolio

As the UBS IQ Morningstar Australia Dividend Yield ETF provides broad-based exposure to the Australian equity market and quarterly distributions, it could fill the role of either a core or satellite holding within an investor’s portfolio.

Find out more

04.

The team

The UBS IQ Morningstar Australia Dividend Yield ETF provides access to Morningstar's independent equity research in an ETF.

Find out more

05.
STRUCTURE AND OBJECTIVES

Unique aspects of the fund

The UBS IQ Morningstar Australia Dividend Yield ETF is a smart beta ETF which provides investors with cost-effective exposure to a portfolio of 25 income-oriented Australian companies in one trade. The ETF tracks an index of companies identified by Morningstar's equity research team as being those most likely to generate sustainable and consistent dividends, paid to investors as quarterly distributions.

Find out more

06.

Rules of the fund

In selecting the stocks that make up the UBS IQ Morningstar Australia Dividend Yield ETF, the UBS team screens Australian equity stocks to ensure they fall within the large to mid-cap space, that they have an economic moat and can provide ongoing dividends, and that they’re currently undervalued by the market. The ETF tracks the Morningstar Australia Dividend Yield Focus Index an index of 25 high-quality Australian companies with strong financial health and an ability to sustain above-average dividend payouts. Companies must have a strong balance sheet and a sustainable competitive advantage as deemed by Morningstar equity research team.

Find out more

07.

Fees and returns

The UBS IQ Morningstar Australia Dividend Yield ETF is designed to offer core, income oriented exposure to the Australian equity market without sacrificing total return.

Find out more

08.
BEST SUITED FOR

The ideal investor

To date, self-managed superannuation fund investors have been one of the biggest supporters of the UBS IQ Morningstar Australia Dividend Yield ETF as since it provides a regular income on a quarterly basis, this is useful for retirees.

Find out more

09.

Risks

With any ETF or equity investment there is a level of risk involved, predominantly around market risk and volatility. The UBS IQ Morningstar Australia Dividend Yield ETF aims to mitigate this by recommending a medium to long-term investment horizon.

Find out more

10.

Test yourself /