Xtrackers World Equity Enhanced Active UCITS ETF
| Issuer: Xtrackers |
| Asset Class: Equity |
| TER: 35bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 04 Sep 2025 |
| Ticker: XEEW |
| ISIN: IE00094GSCQ4 |
This investment vehicle offers an actively managed approach to global developed equity markets, aiming to deliver returns superior to traditional market-cap weighted indices. The strategy is underpinned by a proprietary, systematic, and quantitative investment model designed to identify and exploit market mispricings. By moving beyond passive exposure, the fund seeks to construct a more optimized portfolio that has the potential for enhanced performance over a full market cycle. It serves as a core holding for investors looking to combine broad market access with the possibility of generating alpha through a disciplined, research-driven process.
The core of the investment methodology is a sophisticated factor-based approach. The model assesses a universe of global stocks based on a diverse range of well-established financial metrics, focusing on key characteristics such as Value, Quality, and Momentum. This involves selecting companies that appear undervalued, demonstrate strong financial health and profitability, and exhibit positive price trends. In addition to these financial factors, the strategy integrates a proprietary ESG filter, ensuring that the portfolio is aligned with specific environmental, social, and governance principles by screening out companies with poor sustainability profiles.
Portfolio construction is managed through a quantitative optimization process. This process systematically balances the potential for outperformance from factor exposures against the level of risk undertaken. The objective is to build a diversified portfolio that maximises the expected return for a given level of risk, while maintaining characteristics broadly similar to the overall developed market. As an accumulating fund, all dividends and income generated by the underlying holdings are automatically reinvested, which helps to accelerate the power of compounding and potentially drive long-term capital growth.
