WisdomTree Global Quality Dividend Growth UCITS ETF

Issuer: WisdomTree

Asset Class: Equity

TER: 38bps

Trading Currency: USD

Pays Income: False

Listing Date: 08 Jun 2016

Ticker: GGRA

ISIN: IE00BZ56SW52

This investment vehicle offers a strategic approach to global equity investing by focusing on high-quality companies that not only pay dividends but also exhibit strong growth characteristics. The strategy targets firms within the developed world, selecting them based on a composite score of quality and growth factors. The quality screen identifies companies with strong fundamentals, such as high return on equity and return on assets, while the growth screen looks for solid long-term earnings growth expectations. This dual-focus methodology is designed to capture businesses that are both fundamentally sound and poised for future expansion, aiming to provide a robust source of total return through both capital appreciation and income.

The portfolio is constructed using a dividend-weighting mechanism, where constituents are weighted annually based on the cash dividends they are projected to pay. This approach can lead to a different risk and return profile compared to traditional market-capitalisation-weighted funds, potentially offering a more attractive valuation and a disciplined, systematic way to rebalance towards companies with strong dividend policies. By combining the themes of quality, growth, and dividends, the fund provides a core, diversified holding for investors seeking to participate in the growth of leading global companies while also benefiting from a potential stream of growing income. It is suitable for those with a long-term investment horizon looking to build wealth through a disciplined, factor-based equity strategy.