Sustainable, Responsible &/or ESG Policy:

Objectives

The Fund seeks to track the price and yield performance, before fees and expenses of the WisdomTree US 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 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. The index on rebalancing date is comprised of the companies in the top 30% by dividend yield of the WisdomTree US Dividend Index ESG-filtered. Companies that do not meet CRS criteria are removed. The component companies are then weighted annually in the index based on dividends paid over the prior annual cycle. Companies which pay more dividends are more heavily weighted and as well as the companies in the top 20% by CRS.

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.

(Source: KIID, as at February 2025)

 

SDR Labelling:

Not eligible to use label