WisdomTree Megatrends UCITS ETF USD Acc

Issuer: WisdomTree

Asset Class: Equity

TER: 50bps

Trading Currency: GBX

Pays Income: False

Listing Date: 12 Dec 2023

Ticker: WMGG

ISIN: IE0000902GT6

This actively managed fund seeks to generate long-term capital growth by investing in companies positioned to capitalize on powerful, transformative global megatrends. These trends are long-term structural shifts driven by factors such as technological innovation, demographic and social changes, environmental pressures, and evolving geopolitical landscapes. The investment strategy aims to identify high-potential themes and then select individual companies that are leaders or key beneficiaries within those areas, constructing a portfolio that is designed to be forward-looking and adaptable.

The portfolio is built through a disciplined, research-driven process that combines top-down thematic identification with rigorous bottom-up fundamental stock analysis. By diversifying across multiple, distinct megatrends—which could include areas like artificial intelligence, demographic shifts, sustainability, and technological disruption—the strategy aims to reduce concentration risk in any single theme. The active management allows for dynamic allocation, enabling the portfolio managers to adjust exposures as market conditions evolve and new, promising trends emerge, thereby seeking to capture growth opportunities across the global equity market.

This fund may be suitable for investors seeking a comprehensive solution to gain exposure to the structural shifts shaping the future global economy. It offers access to a professionally managed, curated portfolio of innovative, growth-oriented companies worldwide. The strategy is intended for investors with a long-term horizon and an appetite for equity risk who believe in the potential of these enduring global trends to drive future market performance.