UBS and Morningstar Extend Australian Offering

Bryce Doherty, Head of UBS Asset Management - Australasia

Bryce Doherty, Head of UBS Asset Management - Australasia

The Australian ETF industry recorded its highest ever annual growth in 2015, increasing more than 40 percent in funds under management from the year before.

Hoping to tap into this upward momentum UBS Asset Management has extended its global relationship with Morningstar deploying Morningstar Indexes as the new indexes for two UBS Australian exchange traded funds (ETF).

The products provide access to Morningstar’s investment research at a highly competitive rate of 30 basis points

The Products

UBS IQ Morningstar Australia Quality ETF provides exposure to approximately 25 Australian companies as identified by Morningstar’s equity research team. The ETF tracks the Morningstar Australia Moat Focus Index, which is a rules-based equally weighted index intended to offer exposure to quality companies that Morningstar analysts determine to have sustainable competitive advantages.

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

Fastest-growing Investment Products

«ETF have been one of the fastest-growing investment products in recent years, due to flexibility, low cost, and transparency. This collaboration allows us to provide a genuinely cost-effective solution to meet client demand,» said Bryce Doherty, Head of UBS Asset Management in Australasia.

UBS Asset Management has been offering ETFs in the Australian market since 2012.

Compare my salary

Compare my salary

Feeling Underpaid? Benchmark your salary by job title, company and location. Find out where you stand in minutes.

compare my salary


Newsletter-SymbolFree Subscription

Subscribe to our free newsletter and receive daily email alerts from the finews editorial team with a list of the top featured articles.

Share with us

Do you have any market intelligence to share with – email us on – All communication is completely confidential and strictly anonymous.