Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR)

Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) is an exchange-traded fund that tracks the Barclays CAPE Europe Sector Value index, providing targeted exposure to undervalued sectors in the European equity market. It employs the Cyclically Adjusted Price-to-Earnings (CAPE®) ratio, developed by Nobel laureate Robert Shiller, to identify sectors where current prices are low relative to long-term average earnings, enabling a dynamic sector rotation strategy focused on value investing. This approach aims to capture potential returns from undervalued European companies across diverse industries, with significant allocations to financials (25.2%), property (12.6%), industrials (10.6%), and other sectors (51.6%), primarily in Europe ex-UK (96.5%) and the rest of the world (3.5%). Issued by Ossiam, a Natixis Investment Managers affiliate specializing in smart beta and quantitative strategies, the ETF is Luxembourg-domiciled, accumulating (reinvests dividends), and denominated in euros without currency hedging. Launched around 2015, it supports portfolios seeking value-oriented opportunities in Europe's varied market segments through research-driven sector selection.