Global developed market large cap equities with dividend factor filter. Passive tracker on Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index.
Data as of
VanEck is a US-based asset management firm founded in 1955 by John Van Eek. VanEck manages over US$180bn of assets, primarily in thematic investments across asset classes, and mainly implemented through ETFs.
The VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF is a passive index solution that tracks the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index using a full physical replication approach. The index is rules-based and screens constituents from the parent Morningstar Developed Markets Large Cap Index (excluding REITs) for positive dividend payment (trailing 12m dividend/share), positive dividend growth (5-year trailing 12m dividend/share growth), dividend sustainability (<75% forward dividend payout ratio) as well as ESG exclusions. Top 100 constituents ranked by trailing 12m dividend yield are then used to construct the index, weighted by dividend-dollar (proportion to total value of dividends paid out over past trailing 12m), with a 5% security level cap and 40% sector cap. The resulting portfolio tends to be heavily skewed towards Europe including UK by geography, and Financials by sector. The ETF has 100 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
This ETF represents passive exposure to the global developed markets large cap dividend-focused equities.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Allocation 80/20 Fund
The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.
This ETF represents passive exposure to the global developed markets large cap dividend-focused equities.
The index adopts a dividend-dollar weight instead of market cap weight, resulting in a portfolio different from other typical dividend-focused indices. The ESG screening appeals investors with related investment requirements.
The ETF is listed on multiple Europe exchanges in various currencies.
Sectors
Geography
