Morningstar's flagship index aims to capture returns of undervalued companies with a Wide Moat rating:
- Provides stable returns based on long-term strength of its selected stocks across multiple sectors
- Uncapped Interest Credits based on excess return Index (participation rate and an annual spread, currently at 0% applies)
- Available in Annual and 2-year Point to Point Accounts
Morningstar Wide Moat Focus Barclays 7% Index Performance
The graph below compares the Index performance to the S&P 500® Indexed to the same beginning value, in this case, 100.
Watch this video to learn how the Morningstar Wide Moat Focus Barclays 7% Index is constructed.
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SELLING FOUNDATIONSThe first steps in selling Foundations:
FIAs don’t have to be complicated, and with Foundations, we’ve created content to help make it easier to educate your clients on how the product works. From client-friendly presentations to sales ideas to help you generate interest, use the resources linked below to start conversations with your clients. |