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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.
-1.04%
5 year p.a. index return as at 31 October 2023
0.45%
Management fee p.a.
Overview
How is this fund different to others?
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 17 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.
Holdings
As at October 31, 2023
| Company | Country | Industry | Weight |
|---|---|---|---|
Nikola Corporation | US | Construction Machinery & Heavy Transportation Equipment | 5.30% |
CG Coinbase Global Inc | US | Financial Exchanges & Data | 4.22% |
EH Ehang Holdings ADR | CN | Aerospace & Defense | 3.78% |
SentinelOne Class A Ord | US | Systems Software | 3.33% |
Dropbox Inc. | US | Application Software | 3.28% |
Nano Dimension Ltd ADR | IL | Technology Hardware, Storage & Peripherals | 3.24% |
Performance
Range of returns
-62.67%
VS
242.81%
The lowest and highest 12 month returns, in 5 years to the end of October 2023*
Growth of $10k
$9,492
For the 5 years to 31 October 2023, an investment of $10,000 would be down -5.08%*
Investment Objective
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
As at October 31, 2023
-35.20%
3 months
-32.13%
1 year
-1.04%
5 years
N/A
10 years
Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.
Risk
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.
Documents & Resources
Start investing for a better tomorrow, today.
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Indices provided by: S&P Dow Jones Indices