iShares MSCI World Quality Dividend UCITS ETF
| Issuer: iShares |
| Asset Class: Equity |
| TER: 38bps |
| Trading Currency: GBX |
| Pays Income: False |
| Listing Date: 14 Jun 2017 |
| Ticker: WQDS |
| ISIN: IE00BYYHSQ67 |
This actively managed fund seeks to deliver a combination of long-term capital appreciation and a consistent stream of income. It invests in a global portfolio of companies from developed markets that demonstrate strong "quality" characteristics. The investment process focuses on identifying businesses with robust fundamentals, such as stable earnings, strong balance sheets with low levels of debt, and high returns on equity. This emphasis on financial health is designed to identify resilient companies capable of weathering various economic cycles and maintaining their dividend policies over the long term.
The strategy specifically targets companies that not only exhibit these quality traits but also pay attractive and sustainable dividends. By combining the quality and dividend factors, the fund aims to provide investors with a potentially less volatile equity investment compared to broad market indices, while still capturing global growth opportunities. This dual-focus approach may appeal to income-oriented investors who are also seeking capital preservation. Furthermore, the fund incorporates environmental, social, and governance (ESG) considerations into its active management process, excluding companies involved in certain controversial activities and seeking to invest in those with better sustainability profiles.
This product can serve as a core holding for investors looking to build a diversified global equity portfolio with a defensive tilt. It is particularly suitable for those nearing or in retirement who require a reliable income source without forgoing the potential for capital growth. The active management allows the portfolio managers to navigate changing market conditions and select securities they believe offer the best risk-adjusted returns, providing a distinct alternative to passive, index-tracking dividend strategies.
