iShares MSCI USA ESG Screened UCITS ETF USD (Acc)
| Issuer: iShares |
| Asset Class: Equity |
| TER: 7bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 23 Oct 2018 |
| Ticker: SASU |
| ISIN: IE00BFNM3G45 |
This investment vehicle offers targeted exposure to the U.S. equity market by seeking to track the performance of an index composed of large and mid-capitalization U.S. companies. It represents approximately 85% of the free float-adjusted market capitalization in the United States, providing a broad and diversified holding for investors looking to participate in the growth of the world's largest economy. By physically holding the underlying stocks, the fund offers direct ownership of the constituent companies. As an accumulating share class, any dividends paid by the underlying companies are automatically reinvested back into the fund, which can enhance long-term returns through the power of compounding and may offer tax efficiencies for certain investors.
The portfolio is market-capitalization weighted, meaning that the largest and most influential American corporations have the most significant impact on its performance. Consequently, the fund is typically heavily weighted towards key growth and innovation sectors such as Information Technology, Health Care, and Consumer Discretionary. This provides investors with a straightforward way to gain exposure to globally recognized technology giants, leading pharmaceutical companies, and major consumer brands that shape the modern economy. The broad diversification across numerous sectors and hundreds of individual stocks helps to mitigate company-specific risk, making it a robust core component for a well-rounded investment portfolio.
Designed as a foundational building block, this fund is suitable for long-term investors with a moderate to high-risk tolerance who are bullish on the prospects of the U.S. corporate landscape. Its very low expense ratio makes it a highly cost-efficient tool for capturing the performance of the American stock market. It can serve as the core U.S. equity allocation in a global portfolio or as a standalone investment for those specifically seeking to invest in the dynamism and innovation inherent in U.S. companies. The strategy provides a simple, transparent, and liquid method for accessing this critical market segment.
