Street Calls of the Week
DUBLIN - iShares IV plc announced Friday that its STOXX Europe Equity Multifactor UCITS ETF will switch from an optimization strategy to a replicating index tracking strategy, effective September 19, 2025.
The fund, which trades under ISIN codes IE00BZ0PKV06 and IE00BG13YL86, will implement this strategic adjustment to its investment approach as part of operational changes, according to a company press release.
The asset manager indicated that a new version of the company’s prospectus will be published on or around the effective date of the change.
The announcement represents a shift in how the fund will track its underlying index. While optimization strategies typically select a representative sample of securities to mirror index performance, replicating strategies aim to hold all constituent securities in proportion to their index weightings.
An electronic copy of the full shareholder letter will be made available for inspection at the UK Financial Conduct Authority’s National Storage Mechanism and on the iShares website.
The company has established regional contact points for investors with questions regarding this change, including dedicated helplines and email addresses for clients in the United Kingdom, Germany, and Switzerland.
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