Portfolio of 25-50 Australian shares which Morningstar believes have a sustainable competitive advantage (that's called a "MOAT")
| Historic Return | 5.32% | |
|---|---|---|
| Risk vs Return | ||
| 12 Month Return | 4.70% | |
| How Risky? | 5 Very Risky | |
| Dividend Yield | 4.05% | |
| Franking | 63% | |
| Expenses | 0.3 | |
| Liquidity | Average | |
| Worst week | -5.93% | |
| Issuer | UBS IQ | |
| Factsheet | Download | |
| Currency Hedge | Australian Product | |
| Similiar ETF’s | WDMF | AUMF |
| Comments | Goodman, Crown and Ansell are largest holdings |
2018 Bigwig.com.au Financial Services Guide