What You Need to Know About Morningstar Indices

Screening for sustainable stocks or reliable income payers can be difficult, but using an index as an investment template can be a good starting point

James Gard 22 June, 2020 | 11:49AM

Toolkit

Morningstar provides thousands of indices to investors worldwide with a view to making easier the task of choosing which companies to invest in. We have looked in-depth at how a few of these indices are put together, which companies they invest in and how they have performed in some of the most challenging stock market conditions for decades.

The Wide Moat Focus Index

The concept of an economic moat is central to Morningstar’s philosophy that companies with competitive advantages are likely to outperform their rivals over the long term – and to reward investors handsomely along the way. The Morningstar Global Wide Moat Focus Index has returned 5.58% in 2020, beating wider market indices, which are still in negative territory after the coronavirus sell-off.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

James Gard  is content editor for Morningstar.co.uk

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