Avantis Global Equity UCITS ETF Acc

Issuer: American Century Investments

Asset Class: Equity

TER: 22bps

Trading Currency: GBP

Pays Income: False

Listing Date: 04 Dec 2024

Ticker: AVCG

ISIN: IE000RJECXS5

This actively managed fund offers a comprehensive core holding for investors seeking long-term growth from global equity markets. The strategy provides broad diversification by investing in companies of all sizes across both developed and emerging market countries. Its investment process is systematic and grounded in academic research, aiming to identify and capture sources of higher expected returns that have been persistent over time. Rather than tracking a traditional market-cap weighted index, the portfolio is constructed using a disciplined, rules-based approach that seeks to outperform the broader market without relying on individual stock picking or market timing forecasts. This positions it as a sophisticated alternative to passive global equity trackers.

The portfolio construction emphasizes companies that exhibit specific, academically validated characteristics associated with higher returns. These factors include a bias towards smaller-sized companies, firms with lower relative valuations (the value premium), and those demonstrating higher levels of profitability. By systematically overweighting securities with these traits, the fund aims to enhance long-term performance potential. The investment team manages risk through broad diversification, ensuring the portfolio is not overly concentrated in any single security, industry, or country. This multi-factor approach provides a robust framework for navigating different market environments while pursuing consistent capital appreciation. This fund is ideal for investors looking for a core global equity allocation with a transparent, factor-based engine designed to deliver value beyond simple market exposure.