The essence of the US equity market in an active ETF
The Xtrackers DJE US Equity Research UCITS ETF. The best of active fund management and ETF.
Our first actively managed ETF
Active ETFs combine the advantages of actively managed funds, such as the opportunity to outperform in any market situation, with the advantages of ETFs, namely cost efficiency, high transparency and being tradeable at any time. With the Xtrackers DJE US Equity Research UCITS ETF (ISIN: IE00050EGWG5), DJE offers investors an attractive combination of DJE's own research expertise and a very transparent and cost-effective product. Unlike purely passive ETFs, which track an entire index at all times, an actively managed ETF can be set up with the most promising stocks of an index only, and freely weighted to boost. For example, fund managers of active ETFs can react flexibly to market events. They are also not bound to reflect index changes 1:1 and can actively manage the portfolio in order to strive for outperformance.
Quantitative and qualitative stock selection
Rating
Consistent evaluation of daily key figures relative to history and the market
Momentum
How do investments perform relative to the sector, home market and overall market?
Security / Liquidity
Higher valuation for larger and more liquid companies due to lower risks
Analyst assessment
Business model, long-term strategy, management quality, balance sheet solidity
Company talks
How reliable were previous statements? Assessment of the business outlook
Sustainability criteria
ESG assessment (Environment, Social, Governance), MSCI ESG research data
At a glance
Opportunities
- Actively managed ETF with selection of the top 50 US equities
according to DJE´s research team - Data-driven investment process combines qualitative and quantitative factors
- Rebalancing at end of every quarter
- Application of DJE's ESG criteria
Risks
- Share prices can fluctuate strongly due to market conditions
- Stock selection does not necessarily outperform the market as a whole
- The use of data-driven quantitative models may be less efficient in certain market conditions than in others
- Currency risks due to investments with USD exposure
Further product information
The documents for download are provided by Xtrackers.
Learn moreNote: This is a marketing advertisement. Please read the sales prospectus of the fund in question and the key information document (PRIIPs KID) before making a final investment decision. This also contains detailed information on opportunities and risks. These documents are available free of charge at https://etf.dws.com/de-de/IE00050EGWG5-dje-us-equity-research-ucits-etf-1c/#download. A summary of investor rights is available free of charge in electronic form on the website at Legal Resources | DWS. The funds described in this marketing advertisement may have been notified for distribution in various EU member states. Investors should note that the respective management company may decide to cancel the arrangements it has made for the distribution of the units of your funds in accordance with Directive 2009/65/EC and Art. 32a of Directive 2011/61/EU. All information published here is for your information only, is subject to change at any time and does not constitute investment advice or any other recommendation. The above-mentioned documents in conjunction with the corresponding annual report and/or semi-annual report are the sole binding basis for the acquisition of the fund in question. The statements contained in this document reflect the current assessment of DJE Kapital AG. The opinions expressed may change at any time without prior notice. All information in this overview has been compiled with due care in accordance with the state of knowledge at the time of preparation. However, no guarantee and no liability can be assumed for the accuracy and completeness.