iShares offers exposure to broadly diversified companies with higher potential returns and lower volatility, either from the USA or industrialized countries worldwide.
26 March 2024, FRANKFURT (Frankfurt Stock Exchange). Since Tuesday, two new actively managed exchange traded funds from iShares are tradable on the trading venues Xetra and Börse Frankfurt.
The iShares U.S. Equity High Income UCITS ETF pursues an active investment strategy designed to generate income and capital growth with lower volatility than the broad U.S. equity market. The strategy employed by the portfolio manager essentially consists of the following components:
Holding long positions in US large cap equities, taking into account ESG investment principles,
Selling call options on a large cap US equity index, such as the S&P 500 Index, to generate additional income, and
buying futures on a large cap US equity index, e.g. the S&P 500 Index, to reduce the impact of potential profit capping through the sale of call options.
The iShares World Equity High Income UCITS ETF follows a similar approach, but focuses on high and mid-capitalization equities in developed countries around the world. To this end, call options are sold and futures are bought on indices such as the S&P 500, FTSE 100, Nikkei and EURO STOXX 50.
Name | Asset class | ISIN | TER | |
iShares U.S. Equity High Income UCITS ETF USD (Dist) | Active equity etf | IE000WHL2ZK1 | 0,35 % | distributing |
iShares World Equity High Income UCITS ETF USD (Dist) | Active equity etf | IE000KJPDY61 | 0,35 % | distributing |
The product range in Deutsche Börse's XTF segment currently comprises a total of 2,148 ETFs. With this selection and an average monthly trading volume of around €14 billion, Xetra is the leading trading venue for ETFs in Europe.
26 March 26, 2024, © Deutsche Börse AG