WisdomTree Global Sustainable Equity UCITS ETF - USD Acc

Issuer: WisdomTree

Asset Class: Equity

TER: 29bps

Trading Currency: GBX

Pays Income: False

Listing Date: 12 Jun 2024

Ticker: WSEQ

ISIN: IE000XNILW20

This actively managed fund offers a sophisticated approach for investors seeking long-term capital growth through a portfolio of global companies with strong sustainability characteristics. The strategy focuses on equities from developed markets, employing a proprietary, multi-faceted scoring system to identify businesses that not only meet high environmental, social, and governance (ESG) standards but also exhibit positive momentum in improving their sustainability profiles. The active management allows for dynamic stock selection, aiming to build a portfolio of companies that are not just ESG leaders but also possess robust fundamentals and attractive valuations. By integrating rigorous ESG analysis with traditional financial scrutiny, the fund seeks to deliver competitive returns while investing in responsible and forward-thinking enterprises.

The investment process is distinguished by its focus on 'sustainability improvers,' which sets it apart from strategies that rely solely on negative screening or investing in existing ESG leaders. This forward-looking approach seeks to identify companies on a clear trajectory of enhancing their ESG performance, potentially capturing value before these improvements are fully recognized by the broader market. The result is a concentrated, high-conviction portfolio of what the managers believe are high-quality, sustainable businesses poised for future growth. The strategy avoids entire industries with significant ESG risks, ensuring the portfolio is aligned with key sustainability themes and avoids companies involved in controversial activities.

This product is well-suited for investors looking to align their financial objectives with their personal values, providing a core global equity holding that has ESG principles integrated at its core. It is designed for those with a long-term investment horizon who believe that strong sustainability practices are indicative of high-quality management and can lead to superior risk-adjusted returns over time. By targeting companies actively working to better their ESG footprint, the fund offers a unique angle for individuals seeking to invest in the transition to a more sustainable global economy, tapping into the potential financial benefits associated with proactive and responsible corporate stewardship.