XSOE

WT EM ex-State-Owned Enterprises ESG Screened UCIT

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WT EM ex-State-Owned Enterprises ESG Screened UCIT est un fonds d’investissement spécialisé sur les marchés émergents excluant les entreprises publiques, avec un filtre ESG.

Fr. 31.32
0.25 %

WT EM ex-State-Owned Enterprises ESG Screened UCIT

Fr. 31.32
0.25 %
XSOE

WT EM ex-State-Owned Enterprises ESG Screened UCIT est un fonds d’investissement spécialisé sur les marchés émergents excluant les entreprises publiques, avec un filtre ESG.

Price history of WT EM ex-State-Owned Enterprises ESG Screened UCIT
Price history of WT EM ex-State-Owned Enterprises ESG Screened UCIT

Performance & Momentum

6 Months 12.14 %
1 Year 46.84 %
3 Years 70.57 %
5 Years 22.97 %

Strategic Analysis

WT EM ex-State-Owned Enterprises ESG Screened UCIT • 2026

WT EM ex-State-Owned Enterprises ESG Screened UCIT offers a distinctive positioning by targeting emerging markets while excluding state-owned enterprises, incorporating a strict ESG filter. This fund combines active management focused on sustainability with rigorous selection to capture the growth of responsible private companies in high-potential economies.

Strengths
  • Enhanced ESG approach with the exclusion of state-owned enterprises, meeting growing demand for responsible investing.
  • Targeted exposure to emerging markets, offering strong medium- to long-term growth potential.
  • Solid historical performance across several time horizons, confirming the effectiveness of the investment strategy.
Weaknesses
  • Vulnerability to risks specific to emerging markets, including political and economic volatility.
  • Constraint linked to the exclusion of state-owned enterprises, which can play a key role in some emerging countries, sometimes limiting the investable universe.
Momentum

The fund shows sustained positive momentum, reflecting renewed interest in a favorable environment for ESG and emerging-market strategies. This dynamic reinforces its strategic attractiveness, while still warranting monitoring of fluctuations specific to the targeted markets.

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