iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc)

Issuer: iShares

Asset Class: Equity

TER: 60bps

Trading Currency: GBX

Pays Income: False

Listing Date: 28 Feb 2011

Ticker: IGSG

ISIN: IE00B57X3V84

This investment product offers exposure to a portfolio of global companies from developed markets that demonstrate strong sustainability credentials. It is designed to track a benchmark index that selects corporate sustainability leaders, as identified by S&P Global through its Corporate Sustainability Assessment. The methodology applies specific exclusionary screens, removing companies involved in controversial activities such as alcohol, tobacco, gambling, armaments, firearms, and adult entertainment. This approach allows investors to access a broad basket of large and mid-capitalization global equities while adhering to a defined set of ethical and sustainability values. By focusing on firms with leading environmental, social, and governance (ESG) practices, the fund aims to capture the performance of resilient, forward-looking businesses.

The strategy provides a diversified solution for those looking to integrate responsible investing principles into the core of their portfolio. The underlying index is a subset of a broader global benchmark, ensuring that while the focus is on sustainability, the investment remains globally diversified across various sectors and geographies, with significant exposure to markets like the United States, Japan, and the United Kingdom. As an accumulating share class, any dividends paid by the constituent companies are automatically reinvested back into the fund, which can help to compound returns over the long term. This structure is often preferred by investors seeking capital growth rather than a regular income stream. The fund utilizes a physical replication method, meaning it purchases the actual securities that make up the index, providing direct ownership of the underlying assets.