WisdomTree Global ex-US Quality Dividend Growth UCITS ETF EUR Acc
| Issuer: WisdomTree |
| Asset Class: Equity |
| TER: 38bps |
| Trading Currency: EUR |
| Pays Income: False |
| Listing Date: 24 Sep 2025 |
| Ticker: XUSA |
| ISIN: IE000X7DRW38 |
This fund offers targeted exposure to high-quality, dividend-paying companies with strong growth prospects located in developed and emerging markets, specifically excluding the United States. It aims to track the performance of the WisdomTree Global ex-U.S. Quality Dividend Growth Index, which employs a fundamentally weighted methodology. The underlying index selects constituents based on a combined ranking of two key factors: quality, measured by metrics like return on equity and return on assets, and growth, determined by long-term earnings growth expectations. This systematic, rules-based approach seeks to identify robust businesses with the potential for sustainable performance.
The investment strategy is designed to provide a core international equity holding with a distinct factor tilt. By focusing on companies that exhibit both profitability and potential for expansion, the fund aims to capture long-term capital appreciation. The inclusion of a dividend screen further refines the portfolio towards businesses that have historically returned value to shareholders. This combination of quality and growth factors may offer a degree of resilience across different market cycles. Furthermore, the exclusion of U.S. equities makes it a compelling option for investors seeking to diversify an existing portfolio that has a significant allocation to the American market.
This product is potentially suitable for investors aiming to enhance their global equity allocation with a factor-driven strategy that sits outside the U.S. market. It can serve as a strategic component for those looking to build a diversified, long-term portfolio tilted towards companies with strong fundamentals. As an accumulating share class, any dividends paid by the underlying companies are automatically reinvested back into the fund, promoting the compounding of capital over time, which is ideal for investors not requiring an immediate income stream from their investments.
