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Webinars

Moat Investing Webinar

Webinars

Marketing Communication

Will Moat Investing Take the Lead Again in 2024?

The Morningstar Wide Moat Focus Index1 (the “Moat Index”) ended the 2023 calendar year up 32.41%, or 600 basis points above the S&P 5002. The performance of the Moat Index is particularly notable last year, as it came amid a top-heavy market where the mega-cap Magnificent Seven was responsible for much of the market’s overall gains. The superior stock selection has been a key factor driving the outperformance of the Morningstar Wide Moat Focus Index versus its benchmark since 2007, showcasing the effectiveness of its strategic approach in navigating the market landscape.3 Keep in mind that investing is subject to risk, including the possible loss of principal.

VanEck Europe now provides a comprehensive suite of ETFs centered around Moat Investing. The expanded lineup allows investors to tailor their Moat Investing approach based on their specific preferences and investment objectives.

Learn more information on current positioning, recent performance, and hear directly from Morningstar’s equity research team for their perspective on market trends and the companies they cover.

  • Recap philosophy and process behind moat investing across market caps
  • Review drivers of strong performance in 2023
  • Live Q&A with Morningstar’s equity research team with focus on selected moat-rated companies

Register now to watch the recorded webinar.

Webinar details

February 22, 2024

15:00 CET

Duration 60 MIN

1 It is not possible to invest directly in an Index. The performance of an Index does not represent the performance of an ETF. The index might not take into account potential costs, commissions, and taxes.

2 Reflects the Index performance from 31/12/2022 to 31/12/2023. For more information on risks and performance please visit https://www.vaneck.com/ucits/investments/wide-moat-etf

3 Past performance does not guarantee future results.

IMPORTANT INFORMATION

This is a marketing communication. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions.

This information originates from VanEck (Europe) GmbH, which has been appointed as distributor of VanEck products in Europe by the Management Company VanEck Asset Management B.V., incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). VanEck (Europe) GmbH with registered address at Kreuznacher Str. 30, 60486 Frankfurt, Germany, is a financial services provider regulated by the Federal Financial Supervisory Authority in Germany (BaFin).

For investors in Switzerland: VanEck Switzerland AG, with registered office in Genferstrasse 21, 8002 Zurich, Switzerland, has been appointed as distributor of VanEck´s products in Switzerland by the Management Company. A copy of the latest prospectus, the Articles, the Key Information Document, the annual report and semi-annual report can be found on our website www.vaneck.com or can be obtained free of charge from the representative in Switzerland: First Independent Fund Services Ltd, Feldeggstrasse 12, 8008 Zurich, Switzerland. Swiss paying agent: Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zürich.

For investors in the UK: VanEck Securities UK Limited (FRN: 1002854) is an Appointed Representative of Sturgeon Ventures LLP (FRN: 452811), who is authorised and regulated by the Financial Conduct Authority (FCA) in the UK, to distribute VanEck´s products to FCA regulated firms such as Independent Financial Advisors (IFAs) and Wealth Managers. Retail clients should not rely on any of the information provided and should seek assistance from an IFA for all investment guidance and advice.

The information is intended only to provide general and preliminary information to investors and shall not be construed as investment, legal or tax advice. VanEck (Europe) GmbH, VanEck Switzerland AG, VanEck Securities UK Limited and their associated and affiliated companies (together “VanEck”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results. Information provided by third party sources is believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Brokerage or transaction fees may apply.

Investors must read the sales prospectus and key investor information before investing in a fund. These are available in English and the KIIDs/KIDs in certain other languages as applicable and can be obtained free of charge at www.vaneck.com, from the Management Company or from the following local information agents:

UK - Facilities Agent: Computershare Investor Services PLC
Austria - Facility Agent: Erste Bank der oesterreichischen Sparkassen AG
Germany - Facility Agent: VanEck (Europe) GmbH
Spain - Facility Agent: VanEck (Europe) GmbH
Sweden - Paying Agent: Skandinaviska Enskilda Banken AB (publ)
France - Facility Agent: VanEck (Europe) GmbH
Portugal - Paying Agent: BEST – Banco Eletrónico de Serviço Total, S.A.
Luxembourg - Facility Agent: VanEck (Europe) GmbH

The Morningstar® Wide Moat Focus IndexSM are service marks of Morningstar, Inc. and have been licensed for use for certain purposes by VanEck. VanEck Morningstar US Wide Moat UCITS ETF (the “ETF”) is not sponsored, endorsed, sold or promoted by Morningstar, and Morningstar makes no representation regarding the advisability of investing in the ETF.
It is not possible to invest directly in an index.

All performance information is based on historical data and does not predict future returns. Investing is subject to risk, including the possible loss of principal.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.

© VanEck