L&G Global Developed Multi-Factor Equity UCITS ETF

Issuer: L&G ETFs

Asset Class: Equity

TER: 30bps

Trading Currency: USD

Pays Income: False

Listing Date: 17 Apr 2026

Ticker: GERD

ISIN: IE0001UQQ933

This investment vehicle provides exposure to a diversified portfolio of global developed market equities through a sophisticated multi-factor strategy. Instead of tracking a conventional market-capitalisation-weighted index, it employs a rules-based methodology designed to capture the performance of five well-established investment factors: Value, Quality, Momentum, Low Volatility, and Size. These factors represent distinct characteristics of stocks that have historically been associated with superior risk-adjusted returns over the long term. By systematically tilting the portfolio towards companies exhibiting these traits, the fund aims to deliver enhanced performance compared to traditional passive strategies, which can be heavily concentrated in a few large companies. The strategy is built upon a proprietary index, ensuring a transparent and consistent investment process.

The core benefit of this multi-factor approach lies in its diversification not just across stocks and regions, but also across sources of return. Different factors tend to perform well at different stages of the economic cycle. For instance, Value stocks might lead during an economic recovery, while Low Volatility and Quality stocks could provide resilience during downturns. By combining these factors into a single portfolio, the strategy seeks to deliver a more stable pattern of returns and reduce the risk of over-exposure to any single factor that may be underperforming. This makes the fund a suitable core equity holding for long-term investors seeking to build a robust portfolio that can navigate various market conditions while aiming for capital appreciation. The accumulating share class structure further enhances its suitability for growth-oriented investors by automatically reinvesting any dividends received.