iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) EUR Acc
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General Objective
The fund EUR (Dist) aims to track the performance of the EURO STOXX® Select Dividend 30 (Price Index) as closely as possible. It is a passively managed exchange traded fund (ETF) that replicates the benchmark Index, which measures the performance of 30 leading stocks by dividend yield from the EURO STOXX® index that meet specific criteria.
Fund Exposure
The Fund mostly invests in equities in order to achieve its investment objective. The proportion of assets in the Fund which matches the weighting of the Index is at least 95% of the Fund's assets. The Index includes companies which have paid dividends in four out of five calendar years, have a non-negative dividend growth rate over the past five years, have a dividend to earnings-per-share ratio of 60% or less, and meet criteria for trading volume. The Index is weighted according to net dividend yield with individual companies capped at 15%.
Risks
Investors should be aware that this Fund is suitable for medium to long term investment, though it may also be suitable for shorter term exposure to the Index. The Fund may generate minimal amounts of leverage from time to time, for example, if using financial derivative instruments (FDIs) for efficient portfolio management purposes. It is important to carefully consider the risks associated with investing in equities and the specific criteria for inclusion in the Index when considering an investment in this Fund.