iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) MAMG Strategy

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Strategy

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, through an actively managed, multi-asset portfolio, whilst targeting a moderate risk profile. The Fund will invest in accordance with the ESG criteria. The Fund is actively managed and the Investment Manager has the discretion to select the Fund’s Investments. In order to achieve its investment objective, the investment policy of this Fund is to invest its assets predominantly in other EEA domiciled UCITS collective investment schemes including UCITS exchange traded funds which may be managed by the Investment Manager or an Affiliate. The underlying asset class exposure of UCITS exchange traded funds invested in by the Fund will comprise equities and fixed income.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MODR
iShares Moderate Portfolio UCITS ETF EUR (Acc)ETF— €47.62M—Low—€12.19M
MAMG
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)ETF— £25.80M—Low—£11.98M
MODU
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)ETF— $7.50M—Low—$1.94M

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