WisdomTree US Efficient Core UCITS ETF USD Acc
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General Objective
The WisdomTree US Efficient Core UCITS ETF seeks to track the price and yield performance of the WisdomTree US Efficient Core UCITS Index, aiming to deliver a 90% exposure to large-cap US equities and 60% to US Treasury Bond futures to improve the risk-adjusted returns of a traditional 60/40 portfolio.
Fund Exposure
The fund is exposed to equities and US Treasury Bond futures, with a focus on large-cap US equities and a 60% notional exposure to Bonds. The index excludes companies that do not meet WisdomTree’s ESG criteria and is rebalanced quarterly to maintain target weights of 90% equity, 60% bond, and 10% cash components.
Risks
While the fund aims to enhance exposure to US equities with added bond futures diversification to potentially lower volatility, there is no guarantee of achieving this objective. Additionally, the fund contains elements of leverage which could lead to magnified losses, and investment risk is concentrated in the US market. Investors should refer to the Prospectus for further details on associated risks.