WisdomTree Global Efficient Core UCITS ETF Acc

The WisdomTree Global Efficient Core UCITS ETF (the "Fund") seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Global Efficient Core Index (the "Index"). The Index aims to deliver a 90% exposure to large-cap global developed equities, and 60% to global government bond futures contracts to improve the risk-adjusted returns of a traditional 60/40 portfolio. The index is designed to track the performance of a 90% exposure to large-cap global equities, and 60% to global government bond futures contracts, effectively delivering a leveraged position to the traditional 60/40 portfolio. The index excludes companies that do not meet WisdomTree's ESG (environmental, social, and governance) criteria. The index is comprised of three key components: the equity component, the bond component, and the cash component. Equity component: The Index invests in a diversified basket of global large-capitalisation companies from the developed markets in order to achieve a 90% exposure to equity securities based on certain eligibility requirements outlined in the Index methodology. Bond component: The Index provides synthetic exposure to a basket of global government bond futures contracts with maturities ranging from 2 to 30 years in order to achieve a 60% notional exposure to Bonds. Currently the Bonds include US, Germany, UK and Japan government bond futures contracts. Cash component: The Index has roughly 10% exposure to cash in USD, EUR, GBP and JPY, which serves as collateral for the global government bond futures contracts. The Index has target weights of 90%, 60%, and 10% notional exposure on equity components, bond components, and cash components respectively. The Index is rebalanced on a quarterly basis. 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 approac

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No