First Trust RISQ Dividend Achievers UCITS ETF

Issuer: First Trust

Asset Class: Equity

TER: 45bps

Trading Currency: GBX

Pays Income: False

Listing Date: 13 Aug 2025

Ticker: RDVY

ISIN: IE000K5F6EL4

This fund offers exposure to a select portfolio of high-quality companies from developed markets that have demonstrated a strong and consistent history of increasing their dividends. The investment strategy targets 'Dividend Achievers'—businesses that have successfully raised their annual dividend payments for at least ten consecutive years. This strict requirement acts as a powerful filter, identifying financially robust companies characterized by stable cash flows, sustainable earnings, and disciplined management teams. The approach is designed to capture the dual benefits of potential capital appreciation and a growing income stream, focusing on firms that have a proven commitment to returning value to shareholders through reliable dividend growth.

The product is designed to track the performance of the RISQ Dividend Achievers Net Total Return Index. The index methodology not only screens for historical dividend growth but also incorporates additional quality and low-volatility filters to refine the selection process, aiming to enhance the portfolio's risk-adjusted returns. This results in a basket of securities that often exhibits defensive qualities, potentially providing resilience during periods of market stress while still capturing upside potential. The portfolio is primarily composed of companies from developed nations, with a significant allocation to the United States, and typically includes established names in sectors such as financials, industrials, and consumer staples.

This investment may be suitable for investors seeking a core equity allocation with a distinct quality and income orientation. The emphasis on dividend growth, rather than just high current yield, appeals to a long-term perspective focused on compounding returns and protecting against inflation. By concentrating on financially sound companies with a track record of rewarding investors, the strategy offers a potentially less volatile method for accessing global equity markets. As an accumulating share class, all dividends are reinvested within the fund, further enhancing the potential for long-term capital growth.