iShares US Equity Enhanced Active UCITS ETF USD (Acc)
ETF
ISIN IE0009VWHAE6 / Valor 13496638
NAV (2024-12-27)
USD 5.52-1.18%
iShares US Equity Enhanced Active UCITS ETF USD (Acc)
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General Objective
The fund aims to achieve long-term capital growth on investments by referencing the MSCI USA Index for returns, using a systematic, rule-based approach to stock selection across global developed markets.
Fund Exposure
The fund is actively managed and uses quantitative models to select stocks from a broad universe of equities, ranking them based on company fundamentals, market sentiment, and macroeconomic themes. It has been categorized as an Article 8 fund under the SFDR.
Risks
Investors should be aware that the value of investments and income can fluctuate, and there is no guarantee of returns. The fund's exposure to equities and equity-related securities can be influenced by daily market movements, political and economic news, company earnings, and significant corporate events. Additionally, the fund seeks to exclude companies engaging in activities inconsistent with ESG criteria, which may impact the value of investments.