S&P Kensho Moonshots Innovation
Own your share of 50 of the most innovative US-listed companies at the forefront of disruptive themes changing our tomorrow, e.g. Virgin Galactic Holdings, iRobot, Microvision and more.
21.85%
5 year p.a. index return
to 31 March 2022
Management fee p.a. (before rebate)
50
Companies in the fund
Largest sector
Fund Overview
Be like a venture capitalist and diversify your portfolio by investing in disruptive ideas and innovations that will shape our lives today and in the future. This fund is comprised of 50 US-listed companies, headquartered globally, with the highest Early-Stage Composite Innovation Score as assessed by the AI smarts of Kensho. The fund provides exposure to 21 disruptive sectors such as smart grids, cleantech, cyber security and space exploration; these are the Moonshots. Market capitalisation and liquidity are key criteria for index selection; with minimum company size being $100M. These international high-growth companies are a mix of ground breaking start-ups and established innovative corporates each with the possibility for exponential potential. This fund tracks the S&P Kensho Moonshots Index.
Fund Holdings
Transparency is key and we think you should know which companies you own within our Fund. There are currently 50 companies in the Fund, spread across 21 sectors & 7 countries. You can find out more about constituent selection here.
For those that like to get into the detail of asset allocation or their holdings, this sector breakdown shows you which industries you have investment across.
Performance
-60.08% vs +242.81%
The best and the worst 12 months returns in 5 years to March 2022*
$26,152
For the 5 years to March 2022, you would be up 161.52%*
Capital Growth
The Fund is designed to focus on capital growth and is a great satellite holding.
*These are the gross index returns, not including fees or taxes.
Returns
-26.97%
-50.63%
21.20%
N/A
Fund returns are after fees and at 0% PIR tax as at 31 March 2022. See our full performance disclaimer for more details.
Under $25,000 invested
0.55%
Over $25,000 invested
0.45%
Fees & perks simplified
The investment management fee rebate is on your total invested portfolio, not per fund. For more information on how this works, please see here.
The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.
Other Thematic Funds
S&P Kensho Electric Vehicle Innovation
Global companies involved in the EV sector and ecosystem supporting it.
Ready for your investing to skyrocket?
