iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)

The Fund is actively managed and aims to achieve long-term capital growth by primarily investing in a portfolio of equity securities with diversified and tactical exposure to style factors via a factor rotation model. The Fund seeks to gain at least 80% of its investment exposure to equity securities (e.g. shares) of companies domiciled in, listed in, or the main business of which is in, global developed markets selected based on a proprietary factor rotation model developed by the Investment Manager and its affiliates. The Fund will also invest in accordance with its ESG Policy as outlined in the Fund's prospectus. The investment manager (IM) may use financial derivative instruments (FDIs) (i.e. investments the prices of which are based on one or more underlying assets) for investment purposes in order to achieve the investment objective of the Fund, and/or to reduce risk within the Fund's portfolio, reduce investment costs and generate additional income. The Fund may, via FDIs, generate varying amounts of market leverage (i.e. where the Fund gains market exposure in excess of the value of its assets). The Fund is actively managed, and the IM has discretion to select the Fund's investments. In doing so may take into consideration the MSCI World Index (Index) when constructing the Fund's portfolio, and also for risk management purposes to ensure that the active risk (i.e. degree of deviation from the index) taken by the Fund remains appropriate given the Fund's investment objective and policy. The IM is not bound by the components or weighting of the Index when selecting investments. The IM may also use its discretion to invest in securities not included in the Index in order to take advantage of specific investment opportunities. The Fund's portfolio holdings are expected to deviate materially from the Index. The Index should be used by investors to compare the performance of the Fund. The Fund may also engage in short-term secured lending of its investments to cer

Actively managed

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No