SPDR World Small Cap Enhanced (Active) UCITS ETF

Issuer: SPDR

Asset Class: Equity

TER: 35

Trading Currency: USD

Pays Income: False

Listing Date: 29 Jan 2026

Ticker: SWSC

ISIN: IE000F2IX674

This actively managed fund offers a systematic approach to investing in the global small-cap equity market, aiming to deliver long-term capital growth by outperforming traditional market-cap-weighted indices. It provides exposure to a diversified portfolio of smaller companies across developed economies worldwide. The strategy is designed for investors seeking to capture the higher growth potential often associated with small-cap stocks, while benefiting from a disciplined, data-driven investment process that seeks to enhance returns and manage risk.

The core of the investment strategy is a proprietary quantitative model that systematically evaluates and ranks thousands of securities. This model focuses on three key factors to identify promising investment opportunities: quality, value, and sentiment. The quality factor targets financially robust companies with stable earnings and strong balance sheets. The value factor seeks out companies that appear undervalued relative to their intrinsic worth. Finally, the sentiment factor analyzes market trends and investor behavior to gauge a stock's near-term potential. By integrating these distinct factor signals, the fund aims to build a portfolio of high-conviction names with favourable characteristics.

The portfolio construction process is rules-based, resulting in a selection of stocks that score highly across the model's metrics. This removes emotional bias from investment decisions and ensures a consistent application of the strategy. The resulting portfolio is well-diversified across various sectors and countries, mitigating concentration risk. This fund represents a compelling option for those looking to add an enhanced small-cap allocation to their portfolio, combining the potential of active management with the transparency and efficiency of an exchange-traded structure.