WisdomTree Global Quality Growth UCITS ETF - USD Acc

Issuer: WisdomTree

Asset Class: Equity

TER: 35bps

Trading Currency: USD

Pays Income: False

Listing Date: 27 Feb 2025

Ticker: WGRO

ISIN: IE000Y83YZ44

This investment strategy offers focused exposure to high-performing companies within global developed markets. It is designed for investors seeking long-term capital appreciation by identifying and investing in businesses that demonstrate strong quality and growth characteristics. The underlying portfolio is constructed through a systematic, rules-based process that screens a broad universe of developed market stocks. Companies are then ranked based on a composite score of two fundamental factors: quality, measured by metrics like return on equity and return on assets, and growth, determined by medium-term earnings growth expectations. This dual-factor approach aims to capture the best of both worlds—the stability and profitability of high-quality firms and the capital appreciation potential of high-growth companies.

By systematically selecting the top-ranking stocks from the eligible universe, the fund creates a concentrated portfolio of what it considers to be the most promising companies. This approach may provide a degree of resilience during market downturns, as profitable, high-quality companies can often weather economic uncertainty better than their peers. This product is suitable for investors with a long-term horizon who want to add a core growth component to their portfolio, backed by a transparent methodology that prioritizes fundamentally sound businesses with strong forward-looking potential. The strategy avoids companies with weak fundamentals, aiming to provide a more refined exposure to global equity markets than a traditional market-cap-weighted index.