WisdomTree Global Value UCITS ETF - USD Acc
| Issuer: WisdomTree |
| Asset Class: Equity |
| TER: 35bps |
| Trading Currency: GBX |
| Pays Income: False |
| Listing Date: 11 Dec 2025 |
| Ticker: VLUG |
| ISIN: IE000D1017N2 |
This financial instrument provides exposure to an actively managed portfolio centered on the principles of value investing. The core strategy involves identifying and investing in companies across global developed markets that appear to be trading at a discount to their intrinsic or fundamental worth. By employing a rigorous, bottom-up stock selection process, the portfolio managers aim to construct a portfolio of undervalued businesses with the potential for long-term capital appreciation as the market eventually recognizes their true value. This disciplined approach seeks to exploit market inefficiencies, offering a distinct alternative to passive, market-cap-weighted strategies.
The portfolio is globally diversified, holding securities from various countries and sectors within the developed world. This broad geographical scope helps to mitigate concentration risk and provides access to a wide array of investment opportunities and economic cycles. The active management framework allows for flexibility in portfolio construction, enabling the managers to adjust positions based on evolving market conditions and in-depth company analysis. The objective is to consistently uncover the most compelling value opportunities, regardless of their geographic location or industry, to build a resilient and well-rounded portfolio.
This product is designed for investors seeking a core equity holding with a long-term growth objective and who subscribe to the value investing philosophy. It may be particularly suitable for those looking to complement existing growth-oriented investments or for individuals who believe that undervalued stocks can offer superior risk-adjusted returns over an extended time horizon. As an accumulating share class, any dividends paid by the underlying companies are automatically reinvested back into the fund, which can help accelerate the power of compounding for long-term investors.
