PortfolioMetrics

5HED

- Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)

Key Information

Earliest date2014-11-05
ExchangeLSE
Instrument TypeETF
MIC CodeXLON
CountryUnited Kingdom

ETF Information

Fund ProviderOssiam
IndexOssiam ESG Low Carbon Shiller Barclays CAPE® US Sector
Expense Ratio0.75%
Number Of Holdings49
Inception Date2018-04-05
Asset ClassEquity
Other Symbols5HED, 5HEP
CurrencyUSD
Distribution PolicyAccumulating
ListingEU-listed
SectorBlend
Investment StyleValue
Non-leveragedNon-leveraged

About 5HED

The Ossiam ESG Low Carbon Shiller Barclays CAPE US Sector UCITS ETF 1A (USD) is an actively managed equity ETF that tracks the Ossiam ESG Low Carbon Shiller Barclays CAPE US Sector index. The fund focuses on the US market, investing in the five sectors with the lowest relative CAPE, while excluding environmentally harmful and socially or ethically controversial companies. The ETF aims to provide long-term capital growth with a value investment style, accumulating dividends and reinvesting them in the fund.