WisdomTree US High Dividend UCITS ETF GBP Hedged Acc

The Fund seeks to track the price and yield performance, before fees and expenses of the WisdomTree US GBP Hedged Equity Income UCITS Index. The index is rules-based, fundamentally weighted and is comprised of the highest dividend-yielding US companies, risk-filtered using a composite risk score ("CRS") screening which is made up of two factors (quality and momentum) each carrying an equal weighting. The share class seeks to deliver exposure to the index while at the same time neutralising exposure to fluctuations of the US Dollar, relative to the Sterling by implementing a hedging methodology used in the hedged index. The index excludes companies which do not meet WisdomTree's ESG (environmental, social and governance) criteria. To be included in the index, companies must meet certain risk management criteria, as well as minimum liquidity requirements, WisdomTree's ESG screen and have paid dividends over the prior annual cycle. Companies within the eligible universe are split into Real Estate and ex-Real Estate groups, according to their GICS sector classification, and ranked within these two groups by dividend yield and CRS, respectively. At each annual rebalancing the companies ranking in the top 30% by dividend yield and which do not fall in the bottom 10% of the CRS are selected. The component companies are then weighted annually in the index based on total cash dividends and adjusted by CRS. Companies which pay more dividends and have higher CRS are more heavily weighted. The risk of not achieving the objective increases if the product is not held for the recommended holding period specified below. In order to achieve its objective, the Fund will employ a "passive management" (or indexing) investment approach and will invest in a portfolio of equity securities that so far as possible and practicable consists of a representative sample of the component securities of the Index. As it may be difficult, expensive or otherwise inefficient to purchase all the securi

Physical replication

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No