NTSX
•
Multi-Asset
WISDOMTREE US EFFICIENT CORE UCITS ETF - USD ACC
TER (bps):
20
AUM (USD m):
18
ISIN:
IE000KF370H3
Domicile:
Ireland
Share Class Currency:
USD
ESG:
No
Geographical Focus:
United States
As of:
05 Nov 2024
Climate Fund:
No
Benchmark
The WisdomTree US Efficient Core UCITS Index is designed to track the performance of a 90% exposure to large-cap US equities and 60% to US Treasury Bond Futures, effectively delivering a leveraged position to the traditional 60/40 portfolio. The index excludes companies which 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 US large-capitalisation companies 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 US Treasury futures contracts with maturities ranging from 2 to 30 years in order to achieve a 60% notional exposure to Bonds
PERFORMANCE
