UNIC
•
Equity
LYXOR MSCI DISRUPTIVE TECHNOLOGY ESG FILTERED (DR) UCITS ETF - ACC
TER (bps):
45
AUM (USD m):
167
ISIN:
LU2023678282
Domicile:
Luxembourg
Share Class Currency:
USD
ESG:
No
Geographical Focus:
Global
As of:
09 Apr 2024
Climate Fund:
No
Benchmark
The MSCI ACWI IMI Disruptive Technology ESG Filtered Net Total Return Index. The index aims to represent the performance of companies expected to derive significant revenue from areas like 3D printing, the Internet of Things, cloud computing, Fintech, digital payments, healthcare, robotics, clean energy and smart grids, and cybersecurity. The index methodology employs a set of key words of theme-related products, services and concepts built using natural language processing and data analysis techniques. These key words help identify relevant companies based on the proportion of revenue that can be linked to the Disruptive Technology theme. Annually, the expression of the high-level index objective and associated sub-themes are reviewed with the consultative input of a thematic industry expert retained by MSCI. The index is filtered based on MSCI ESG Ratings, controversy scores and certain business activities, with final stock weights based on a combined score of three fundamental metrics: 1-year sales growth, Return on Invested Capital, and % sales spent on R&D and Capex.
PERFORMANCE
