UBS (Irl) ETF plc – Global Gender Equality UCITS ETF
| Issuer: UBS |
| Asset Class: Equity |
| TER: 23bps |
| Trading Currency: GBX |
| Pays Income: False |
| Listing Date: 03 Jul 2018 |
| Ticker: GENG |
| ISIN: IE00BDR5H297 |
This fund offers exposure to global companies that are leaders in promoting gender equality in the workplace. It moves beyond simple ESG screening by focusing on specific, measurable criteria related to gender balance across all levels of an organization, equal compensation, work-life balance policies, and commitment to transparency. The investment strategy is based on extensive research that identifies the top 100 companies worldwide that excel in these areas. By investing in this portfolio, one gains access to a diversified basket of equities from developed markets that are not only financially sound but also demonstrate strong corporate governance and social responsibility.
The investment thesis is rooted in the growing body of evidence suggesting that companies with greater gender diversity, particularly in leadership roles, often exhibit stronger financial performance, enhanced innovation, and better decision-making. These companies may be better positioned to attract and retain top talent, understand a diverse customer base, and manage risk more effectively. Therefore, investing in gender equality is not just a socially conscious choice but also a potential driver of long-term capital growth. This approach allows investors to align their financial goals with their values, supporting companies that are actively contributing to a more equitable and sustainable global economy.
The portfolio is constructed by tracking an index that systematically scores and ranks companies based on nineteen distinct criteria. This results in a concentrated yet sector-diversified collection of leading firms. The fund employs a full physical replication strategy, meaning it holds the actual shares of the companies in the index, providing direct exposure to their performance. 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 structure makes it suitable for investors seeking long-term growth with a focus on impact and positive social change.
