Intelligent ETFs

Intelligent ETFs

Access quality portfolios built on Morningstar intelligence
– in one ASX trade at ETF prices.

UBS IQ Morningstar Australia
Quality ETF

Constructed with the objective of outperforming the broad Australian equity market, this intelligent ETF tracks the Morningstar Australia Moat Focus Index – a rules-based equally weighted index of companies identified by Morningstar's equity research team to be undervalued and to have sustainable competitive advantages.

Benefits

  • Independent research – access to Morningstar's equity research in an ETF
  • Quality – the portfolio tracks an index of companies identified by Morningstar to be undervalued and to have sustainable competitive advantage
  • Instant diversification – exposure to a portfolio of 30* companies in one trade
  • Cost-effective – competitively priced access to a high-conviction 'best-ideas' portfolio
  • Easy to access – through one simple transaction on the ASX.

UBS IQ Morningstar Australia
Dividend Yield ETF

This intelligent ETF gives you instant access to a portfolio of 25 income-oriented Australian companies. It tracks the Morningstar Australia Dividend Yield Focus Index – an index of companies identified by Morningstar's equity research team as being those most likely to generate sustainable and consistent dividends.

Benefits

  • Independent research – access to Morningstar's equity research in an ETF
  • Income – the portfolio tracks an index of companies identified by Morningstar for their ability to generate stable dividends, paid to investors as quarterly distributions
  • Instant diversification – exposure to a portfolio of 25 companies in one trade
  • Cost-effective – competitively priced access to a portfolio of income oriented companies
  • Easy to access – through one simple transaction on the ASX.