Global developed market large/mid cap equities with quality factor, yield factor, and ESG filters. Passive tracker on MSCI World High Dividend Yield Advanced Select Index.
Data as of
iShares is the market leader in the ETFs and passive index funds space, managing over US$5tn of AUM through more than 1600 ETFs offered globally. iShares is a subsidiary of BlackRock, the largest asset manager globally.
The iShares MSCI World Quality Dividend Advanced UCITS ETF is a passive index solution that tracks the MSCI World High Dividend Yield Advanced Select Index USD using a full physical replication approach. The index is a subset of MSCI World Index, a free float-adjusted market capitalisation weighted index that is designed to measure the global developed equity market performance of 23 developed markets across large and mid caps, with additional filters to emphasise stocks with quality factor, yield factor as well as ESG factor. Quality factor is based on stocks with high sector-relative quality z-scores calculated from financial measurements such as return-on-equity, earning variability, and debt-to-equity. Bottom 5% sector performers are also excluded. Yield factor is based on stocks with positive payout ratio and positive 5-year dividend per share (DPS) growth rate. ESG screening excludes controversial businesses as well as those with negative social/environmental impacts. The ETF has >200 holdings similar to the index.
Price Performance – Maximum Period
Investment-Time-Horizon in years
iShares MSCI World Quality Dividend Advanced UCITS ETF
This ETF represents passive exposure to the global developed markets large/mid cap equities, with quality factor, yield factor, and ESG filters.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Allocation 80/20 Fund
The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.
This ETF represents passive exposure to the global developed markets large/mid cap equities, with quality factor, yield factor, and ESG filters.
The quality factor, yield factor, and ESG filters appeals investors with related investment requirements.
The ETF is listed on multiple Europe exchanges in various currencies.
Sectors
Geography