NTSX

Multi-Asset

WISDOMTREE US EFFICIENT CORE UCITS ETF - USD ACC

TER (bps):

20

AUM (USD m):

8

ISIN:

IE000KF370H3

Domicile:

Ireland

Share Class Currency:

USD

ESG:

No

Geographical Focus:

United States

As of:

10 Apr 2024

Climate Fund:

No

Benchmark

The WisdomTree US Efficient Core UCITS Index is designed to track the performance of a 90% exposure to large-cap US equities and 60% to US Treasury Bond Futures, effectively delivering a leveraged position to the traditional 60/40 portfolio. The index excludes companies which do not meet WisdomTree’s ESG (environmental, social and governance) criteria. The index is comprised of three key components: the equity component, the bond component and the cash component. Equity component: The Index invests in a diversified basket of US large-capitalisation companies in order to achieve a 90% exposure to equity securities based on certain eligibility requirements outlined in the Index methodology. Bond component: The Index provides synthetic exposure to a basket of US Treasury futures contracts with maturities ranging from 2 to 30 years in order to achieve a 60% notional exposure to Bonds

PERFORMANCE

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