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iShares Core MSCI World Ex Australia ESG (AUD Hedged) ETF (IHWL)

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106762-2024-04-03-02:29.pdf
FUND MANAGER BlackRock Investment Management (Australia)
ASX Code IHWL
APIR
ASSET CLASS MULTI-ASSET
INVESTMENT STYLE

The Fund seeks to achieve its objective by tracking the performance of the MSCI World ex Australia Custom ESG Leaders Index 100% hedged to AUD (referred to in thissection 6 of the PDS asthe Index). Optimisation is an indexing strategy that involves investing in a representative sample of
securities that collectively has an investment profile similar to that of the Index. The securities selected are expected to have, in aggregate, investment characteristics , fundamental characteristics (such as return variability and yield) and liquidity measures similar to those of the Index. 

INVESTMENT PROFILE

The Fund will generally be exposed to the international developed market stocks that form the Index and to depositary receipts representing securities of the Index. The Fund may have limited exposure to securities that are not constituents of the Index, including derivatives, where such
securities provide similar performance (with matching risk profile) to Index securities.

CURRENCY MANAGEMENT
INCEPTION DATE
BENCHMARK
FUND SIZE
DISTRIBUTION FREQUENCY Half-yearly
NO. OF HOLDINGS
FEES 0.12% p.a
STRUCTURE

Benefits

Benefits

iShares ETFs are managed funds listed or quoted on exchanges (including ASX) providing you with the opportunity to gain exposure to a diversified portfolio of assets in a single transaction.The significant benefits of investing in the Funds include:
► low‐cost access to diversified portfolios of international shares;
► access to market capitalisation weighted, minimum volatility and multiple‐factor exposures; and
► currency hedged options, to seek to minimise the impact of Australian dollar volatility on investor returns.
► Liquidity and transparency: Each iShares ETF seeks investment results that correspond generally to the performance (before fees and expenses) of a particular index. As a traded security, an iShares ETF enables you to enter and exit your holding on the ASX. You can easily track performance and trade during ASX trading hours (subject to ASX rules).
► Receipt of income: You will generally receive income from your investment in the form of distributions. Distributions may include dividends, coupons and other income. There may be years in which no distributions are made.

RISK LEVEL 5
INVESTOR SUITABILITY

This product is likely to be appropriate for a consumer seeking capital growth with a medium to high risk/return profile.  This product is unlikely to be appropriate for a consumer with a short investment timeframe.

Risks

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Key Features

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