Xtrackers funds confirm eligibility for French share savings plans

Published 13/10/2025, 09:24
Xtrackers funds confirm eligibility for French share savings plans

LONDON - Xtrackers announced today that three of its exchange-traded funds will undergo changes to confirm their eligibility for French share savings plans (plan d’épargne d’actions or "PEA"). According to a press release, the modifications will take effect on or around October 14, 2025.

The affected funds are Xtrackers DAX ESG Screened UCITS ETF, Xtrackers DAX UCITS ETF, and Xtrackers Euro Stoxx 50 UCITS ETF. The company will amend each fund’s Product Annex to state that it commits to invest at least 75 percent of assets in securities or rights listed in specific sections of the French Monetary and Financial Code.

As part of these changes, the proportion of the funds’ net assets subject to Securities Lending Transactions will be reduced from the current limit of "between 0 and 50%" to "between 0 and 23%." The company noted that the funds have historically not approached the 23% Securities Lending limit and does not expect the change to impact the proportion of securities on loan or returns generated from lending activities.

The investment objectives and fee structures of the funds will remain unchanged, according to the statement.

The revised prospectus reflecting these modifications will be available on the company’s website around the implementation date. Shareholders can also request free copies at Xtrackers’ registered office or at offices of foreign representatives once available.

The announcement was made by the board of directors of Xtrackers, an investment company with variable capital registered in Luxembourg.

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