Xtrackers S&P ESG Dividend Aristocrats UCITS ETF (SNPD)

Overview

The fund operates with a passive or indexing investment approach, aiming for investment outcomes that closely align with the performance of its underlying index, prior to the deduction of fees and expenses. This underlying index is specially curated to track the performance of companies from the S&P High Yield Dividend Aristocrats Index, which not only offer high-yield dividends but also comply with certain stringent Environmental, Social, and Governance (ESG) criteria. This investment strategy emphasizes the importance of ethical and responsible investing. Despite being non-diversified, meaning it concentrates its investments more heavily in fewer issues, the fund prioritizes aligning its investments with ESG principles while targeting companies known for consistent dividend growth.

Products and Services

• Passive or Indexing Investment Approach:

This approach aims to replicate the performance of the underlying index by investing in the constituents of the S&P High Yield Dividend Aristocrats Index that meet specific ESG criteria. This strategy is designed for investors seeking exposure to high-yield dividend companies with a commitment to environmental, social, and governance standards, efficiently minimizing the costs and turnover rates associated with active management.

• ESG Criteria Compliance Investment:

The fund incorporates ESG criteria to screen for investments, thereby not only focusing on financial returns but also on making a positive impact on society and the environment. This approach caters to investors who are conscious about where their money is being invested and those who prefer to support companies with sustainable and ethical practices.