iShares World Equity Enhanced Active UCITS ETF (Acc)
| Issuer: iShares |
| Asset Class: Equity |
| TER: 30bps |
| Trading Currency: GBP |
| Pays Income: False |
| Listing Date: 31 Jul 2024 |
| Ticker: WOEE |
| ISIN: IE000D8XC064 |
This investment vehicle is an actively managed exchange-traded fund that seeks to deliver long-term capital growth. The fund aims to outperform the MSCI World Index by investing in a diversified portfolio of equity securities from companies located in developed markets across the globe. By employing an active management strategy, the portfolio managers are not bound to replicate an index. Instead, they leverage a systematic, data-driven investment process to construct a portfolio that they believe offers a superior risk-return profile compared to the broader market. This approach is designed to provide a core global equity exposure with the potential for enhanced returns.
The investment strategy is centered around a sophisticated quantitative model that analyzes a vast universe of stocks. This model assesses companies based on a variety of fundamental factors, including valuation, quality, and momentum, to identify securities with attractive characteristics. The goal is to build a well-diversified portfolio that tilts towards these favoured stocks while carefully managing risk. The process is disciplined and aims to generate consistent outperformance over the long term, without taking on excessive macroeconomic or sector-specific risks relative to its benchmark. The fund provides a transparent and cost-effective way to access an active global equity strategy within an ETF structure.
For investors, this product can serve as a central component of a diversified portfolio. It is designed for those who believe in the potential of active management to add value but also appreciate the benefits of broad market diversification inherent in a global equity fund. As an accumulating share class, any dividends paid by the underlying companies are automatically reinvested back into the fund, which helps to compound returns over time. This feature makes it particularly suitable for long-term investors who are focused on building wealth through capital appreciation rather than generating an immediate income stream.
