Morningstar

Phillip Sing Income ETF OVQ

Morningstar Medalist Rating
Medalist Rating as of | See Phillip Capital Investment Hub

Morningstar’s Analysis OVQ

Will OVQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OVQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OVQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OVQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Phillip Sing Income ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OVQ

More OVQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DBS Group Holdings Ltd

9.91 5.7 Mil
Financial Services

Oversea-Chinese Banking Corp Ltd

9.29 5.4 Mil
Financial Services

Singapore Telecommunications Ltd

8.82 5.1 Mil
Communication Services

United Overseas Bank Ltd

8.42 4.9 Mil
Financial Services

Singapore Exchange Ltd

7.67 4.4 Mil
Financial Services

CapitaLand Integrated Commercial Trust

7.57 4.4 Mil
Real Estate

NetLink NBN Trust Registered Units Reg S

7.11 4.1 Mil
Communication Services

Singapore Technologies Engineering Ltd

5.43 3.1 Mil
Industrials

Genting Singapore Ltd

5.26 3.0 Mil
Consumer Cyclical

Frasers Centrepoint Trust

4.10 2.4 Mil
Real Estate

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