PortfolioMetrics

EUPC

- Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF 1C (USD)

Key Information

Earliest date2024-04-25
ExchangeXDUS
Instrument TypeETF
MIC CodeXDUS
CountryGermany

ETF Information

Fund ProviderOssiam
IndexShiller Barclays CAPE® US Sector Value
Expense Ratio0.65%
Inception Date2015-06-22
Asset ClassEquity
Other SymbolsCAPU, EUPC, UCAP
CurrencyUSD
Distribution PolicyAccumulating
ListingEU-listed
Investment StyleValue
Non-leveragedNon-leveraged

About EUPC

The Ossiam Shiller Barclays CAPE US Sector Value TR UCITS ETF 1C (USD) is an exchange-traded fund that tracks the Shiller Barclays CAPE US Sector Value index, focusing on the five sectors with the lowest relative CAPE from the S&P 500. The fund employs a value investment strategy, aiming to provide long-term capital growth by investing in undervalued sectors. It is a large-cap ETF with a total expense ratio of 0.65% and is domiciled in Luxembourg.