UFSD
•
Equity
ISHARES STOXX USA EQUITY MULTIFACTOR UCITS ETF USD (DIST)
TER (Basispunkte):
20
AUM (USD Mio.):
1
ISIN:
IE00BG13YZ23
Domizil:
Ireland
Währung der Anteilsklasse:
USD
ESG:
No
Geografischer Fokus:
United States
Stand:
13 Nov 2025
Klimafonds:
No
Benchmark
The STOXX US Equity Factor Screened Index aims to reflect the performance characteristics of a subset of equity securities within the STOXX US (“Parent Index”), which are selected and weighted in order to maximise exposure to five factors (as more readily described in the Index methodology) compared to other securities within the Parent Index: Momentum, Quality, Value, Low Volatility and Size. The constituents of the Index are selected from the Parent Index using the index providers risk model (the “Model”) which applies an optimisation process to the constituents of the Parent Index to select constituents so as to maximise exposure to the five ‘style’ factors and aims to weight constituents in the Index with a higher overall score representative of the exposures to the five ‘style’ factors. The Index excludes issuers from the Parent Index based on their involvement in the following business lines/activities (or related activities): controversial weapons, weapons (such as small arms and military contracting), tobacco, thermal coal, unconventional oil and gas (such as oil sands).
PERFORMANCE
