New active ETFs from iShares on Xetra: diversified investment strategy focusing on different regions using quantitative models
New active ETFs from iShares on Xetra: diversified investment strategy focusing on different regions using quantitative models
Five new active exchange-traded funds from iShares have been tradable on Xetra and Börse Frankfurt since Wednesday.
The new range of iShares Equity Enhanced Active UCITS ETFs offers investors a differentiated, actively managed investment strategy with the aim of achieving long-term capital growth. The five new active ETFs focus on different regions and offer investors access to a broadly diversified portfolio of developed countries worldwide, Asia ex Japan, Europe, emerging markets, and the US.
Each fund aims to invest at least 70 per cent of its investment capital in equity companies. Up to 30 per cent of the assets may be invested in equity instruments, fixed income securities with an investment grade rating and money market instruments. Portfolio management is based on the fund's ESG policy.
When selecting equity companies, each fund uses rule-based quantitative models to achieve the expected contribution to portfolio return, considering risk forecasts and transaction costs.
Income is reinvested for all five share classes.
Name | Asset class | ISIN | Ongoing charges |
iShares World Equity Enhanced Active UCITS ETF USD (Acc) | Multi Asset ETF | 0.30 per cent | |
iShares US Equity Enhanced Active UCITS ETF USD (Acc) | Multi Asset ETF | 0.20 per cent | |
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc) | Multi Asset ETF | 0.25 per cent | |
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc) | Multi Asset ETF | 0.30 per cent | |
iShares Asia ex Japan Equity Enhanced Active UCITS ETF USD (Acc) | Multi Asset ETF | 0.30 per cent |
The product offering in Deutsche Börse's XTF segment currently comprises a total of 2,206 ETFs. With this selection and an average monthly trading volume of around €15 billion. Xetra is the leading trading venue for ETFs in Europe.