Overview
Description
The iShares World Equity Enhanced Active UCITS ETF USD (Acc) is an actively managed exchange-traded fund designed to provide comprehensive exposure to developed equity markets worldwide. Its primary objective is to achieve long-term capital growth by investing at least 70% of its assets in shares of companies from developed countries, referencing the MSCI World Index for performance benchmarking. Distinct from passive ETFs, this fund utilizes a quantitative investment model and sustainability criteria to guide its selection, allowing the fund manager to make active portfolio adjustments in pursuit of enhanced returns.
A notable feature of this ETF is its flexibility to allocate up to 30% of its assets to private equity, investment-grade fixed income securities, and money market instruments when appropriate, supporting diversification within the fund. Structured as an accumulating ETF, it reinvests income rather than distributing dividends, facilitating compounded growth for shareholders. With hundreds of holdings, this fund spans various sectors and industries, offering broad global diversification. By combining active management with the structural advantages of an ETF—such as daily liquidity and portfolio transparency—it serves investors seeking a dynamic, diversified vehicle for accessing global stock markets, with additional emphasis on risk management and responsible investment practices.
About
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Website
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Instrument type
ETF
Country
Switzerland
MIC code
XSWX