Overview
Description
The iShares Edge MSCI World Value Factor UCITS ETF is an exchange-traded fund designed to provide exposure to value stocks from developed markets globally. As an equity ETF, it aims to track the performance of the MSCI World Enhanced Value Index, which identifies companies considered undervalued based on fundamental measures such as price-to-book ratio, price-to-forward earnings, and enterprise value to cash flow from operations. The ETF is managed by BlackRock and utilizes a sampling technique to physically replicate the index, investing primarily in large- and mid-cap stocks across a wide range of sectors, including technology, financials, and consumer industries.
The fund adopts an accumulating distribution policy, reinvesting dividends to enhance total returns, and is denominated in USD while being unhedged for currency risk. Its role in the financial market is to offer investors diversified exposure to global equities tilted towards value factors, serving as a systematic tool for those seeking to capitalize on valuation-based strategies. The ETF’s large asset base and broad diversification make it a significant instrument for portfolio allocation among value-oriented investors looking for long-term participation in developed market equities.
About
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Instrument type
ETF
Country
United Kingdom
MIC code
XLON