iShares ETF to update benchmark index after EGM decision

Published 09/01/2025, 02:04 am

DUBLIN - iShares IV plc, the company behind the iShares Edge MSCI World Multifactor UCITS ETF, has announced upcoming changes to its benchmark index, following decisions made in an Extraordinary General Meeting on November 12, 2024. The STOXX Developed World Equity Factor Screened Index, which the fund currently tracks, is set to undergo modifications expected to take effect on January 22, 2025.

The company has informed investors that a revised version of its prospectus will be published to reflect these changes coinciding with the effective date. The directors of iShares IV plc have communicated their understanding of potential investor queries regarding these updates. They have provided contact information for iShares regional representatives in the United Kingdom (TADAWUL:4280), Germany, and Switzerland to address any questions.

This adjustment to the index comes as part of the company's ongoing efforts to ensure that the fund's benchmark remains representative of its investment objectives. The specific nature of the changes to the index has not been disclosed in the announcement.

Investors in the iShares Edge MSCI World Multifactor UCITS ETF are advised to review the new prospectus once it is available to understand the implications of the index changes on their investments. The company has made a commitment to transparency and investor support through accessible regional contacts.

The iShares Edge MSCI World Multifactor UCITS ETF aims to provide exposure to a diversified portfolio of companies across various developed markets, factoring in multiple investment styles such as value, momentum, size, and quality.

As ETFs continue to play a significant role in investors' portfolios, changes to the indices they track are closely monitored for their potential impact on investment strategies. The forthcoming changes to the iShares ETF's index will be an important consideration for current and prospective investors.

This news is based on a press release statement issued by iShares IV plc and is intended to inform stakeholders of the upcoming changes to the fund's benchmark index.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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