UBS IQ Morningstar Australia Dividend Yield ETF

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1 COURSE DETAILS COURSE NAME COURSE TYPE EXPERT CPD KNOWLEDGE AREA PROFESSIONAL DIMENSIONS UBS IQ Morningstar Australia Dividend Yield ETF Money Masters Adam Muston Managed Investments 1.0 CPD Hours Capability FPA ACCREDITATION NUMBER HOW TO USE THIS DOCUMENT Thanks for downloading your No More Practice course. This document provides you with all the content you need to create the course in your LMS. Overleaf you ll find the following sections: Text to upload to your LMS for each course section and the accreditation test. Note that this is provided in the structure in which the course is intended to be delivered. Vimeo bulk download link for all videos and images needed for the course. If you are unable to download from Vimeo, please contact your client relationship manager on (02) and we will arrange an alternative. To ensure you have the best experience with your No More Practice Education, we recommend you follow the following steps: Ensure this course/fund is applicable and appropriate for your licensee needs and/or approved product list. Copy and paste the supporting text from Section 1 overleaf alongside the course within you learning management system (LMS). Download all videos from the provided Vimeo portfolio and upload to your LMS. Download any supporting documents that are provided alongside the course and place alongside the course in your LMS. These can include tables, graphs, fact sheets or product disclosure statements. Utilise the CPD accreditation details above to finalise the course in your LMS. Communicate to your planner network that the new course is live.

2 COURSE COPY 1. COURSE INTRODUCTION: The UBS IQ Morningstar Australia Dividend Yield ETF masterclass with Adam Muston will give you insights into: The concept of an economic moat and how it s utilised by the UBS IQ Morningstar Australia Dividend Yield ETF Why the UBS IQ Morningstar Australia Dividend Yield ETF relies upon Morningstar equity research in its stock selection process What type of investor is best suited to the UBS IQ Morningstar Australia Dividend Yield ETF The fees involved to access the UBS IQ Morningstar Australia Dividend Yield ETF 2. SNAPSHOT ETFs have been one of the fastest growing investment products in Australia recently as self-managed superannuation fund users continue to adopt ETFs for the flexibility and transparency they provide. As a smart beta ETF, the UBS IQ Morningstar Australia Dividend Yield ETF provides the benefits of a traditional ETF in addition to a research-based process which allows it to identify 25 high quality and high yielding securities, underpinned by Morningstar Research. 3. ASSET CLASS Exchange traded funds, or ETFs, are similar to traditional managed funds and invest across various asset classes yet are more easily accessible. The UBS IQ Morningstar Australia Dividend Yield ETF is a smart beta ETF which means it looks to add enhanced outcomes compared to a traditional ETF that tracks a broad market index. 4. AIMS AND OBJECTIVES The UBS IQ Morningstar Australia Dividend Yield ETF aims to deliver a portfolio of 25 high quality and high yielding securities from a universe of stocks determined by Morningstar s equity research WHAT RESEARCH IS THE PROUCT FOUNDED ON? The UBS IQ Morningstar Australia Dividend Yield ETF is based upon equity research conducted by Morningstar one of the leading independent research providers worldwide. Morningstar's equity research is a globally robust proven methodology, its independent and long term oriented and anchored in the concept of an economic moat. 6. ROLE IN PORTFOLIO As the UBS IQ Morningstar Australia Dividend Yield ETF provides broad-based exposure to the Australian equity market and quarterly distributions, it could fill the role of either a core or satellite holding within an investor s portfolio.

3 7. THE TEAM The UBS IQ Morningstar Australia Dividend Yield ETF provides access to Morningstar's independent equity research in an ETF. 8. UNIQUE ASPECTS OF THE FUND The UBS IQ Morningstar Australia Dividend Yield ETF is a smart beta ETF which provides investors with cost-effective exposure to a portfolio of 25 income-oriented Australian companies in one trade. The ETF tracks an index of companies identified by Morningstar's equity research team as being those most likely to generate sustainable and consistent dividends, paid to investors as quarterly distributions. 9. RULES OF THE FUND In selecting the stocks that make up the UBS IQ Morningstar Australia Dividend Yield ETF, the UBS team screens Australian equity stocks to ensure they fall within the large to mid-cap space, that they have an economic moat and can provide ongoing dividends, and that they re currently undervalued by the market. The ETF tracks the Morningstar Australia Dividend Yield Focus Index an index of 25 highquality Australian companies with strong financial health and an ability to sustain above-average dividend payouts. Companies must have a strong balance sheet and a sustainable competitive advantage as deemed by Morningstar equity research team. 10. FEES AND RETURNS The UBS IQ Morningstar Australia Dividend Yield ETF is designed to offer core, income oriented exposure to the Australian equity market without sacrificing total return. 11. THE IDEAL INVESTOR To date, self-managed superannuation fund investors have been one of the biggest supporters of the UBS IQ Morningstar Australia Dividend Yield ETF as since it provides a regular income on a quarterly basis, this is useful for retirees. 12. RISKS With any ETF or equity investment there is a level of risk involved, predominantly around market risk and volatility. The UBS IQ Morningstar Australia Dividend Yield ETF aims to mitigate this by recommending a medium to long-term investment horizon. SUPPORTING LINKS Factsheet and PDS:

4 CPD QUIZ Q1: What index does the UBS IQ Morningstar Australia Dividend Yield ETF track? ASX 200 Index (correct) ASX 500 Index S&P 200 Index S&P 500 Index Q2: How many high quality and high yielding companies are included within the UBS IQ Morningstar Australia Dividend Yield ETF? (correct) Q3: What is the management fee for the UBS IQ Morningstar Australia Dividend Yield ETF? 20 basis points 25 basis points 30 basis points (correct) 35 basis points Q4: How long should investors consider investing in the UBS IQ Morningstar Australia Dividend Yield ETF for? 1-3 years 3-5 years 5-7 years (correct) 7-10 years

5 VIDEO ASSETS DOWNLOAD LINKS You can download all the videos for your course via one of the following links: Vimeo: Password: NMPMMUBSIQMADYETF Dropbox:

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To ensure you have the best experience with your No More Practice Education, we recommend you follow the following steps: COURSE DETAILS COURSE NAME COURSE TYPE EXPERT CPD KNOWLEDGE AREA PROFESSIONAL DIMENSIONS UBS Microcap Fund Money Masters Joel Fleming, Portfolio Manager, UBS Managed Investments Capability (1 hours) FPA