IQ U.S. Real Estate Small Cap ETF (ROOF)

Overview

The index represents a strategic financial mechanism designed to cater to investors with a focus on the real estate sector on a global scale. It stands out due to its methodical approach - being a rules-based, modified capitalization weighted, and float adjusted index. Its design aims to leverage large-scale trends within the real estate sectors across various property categories, anticipated to impact the global economy over extended periods. This index aims to provide a broad exposure to those real estate sectors and companies poised for benefit from such secular trends, marking its relevance to investors seeking to tap into the potential of real estate markets globally.

Products and Services

• Real Estate Exposure Index

  This product serves as the core offering, designed to track and provide exposure to sectors within the real estate market expected to benefit from significant global economic trends. This includes a modified capitalization weighted and float adjusted index that ensures a balanced and diversified portfolio investment in real estate sectors, aligning with investors' aspirations to capitalize on the growth and development of the real estate market over a secular timeframe.

• Investment in Real Estate Issuers' Securities

  Committing at least 80% of its assets' value, this service focuses on investing in securities from issuers within the real estate domain. The fund's strategy entails a comprehensive investment in all securities that form part of its index, according to their weightings, thereby providing investors with a diversified investment opportunity in the real estate sector. This approach aims to offer investors a sustainable and growth-oriented investment in properties and real estate companies that are meticulously selected based on their expected performance and contribution to the global economy.