Xtrackers II announces fee reduction for bond ETF

Published 30/05/2025, 13:46
Xtrackers II announces fee reduction for bond ETF

LONDON - Xtrackers II, an investment company with variable capital based in Luxembourg, has informed shareholders of a temporary fee reduction for its Global Government Bond UCITS ETF (3C-USD Hedged Share Class, ISIN:LU0641006456). The board of directors announced that from June 1, 2025, until November 30, 2026, the Management Company Fee for this share class will be lowered from up to 0.15% per annum to up to 0.05% per annum.

During this period, known as the Waiver Period, the Fixed Fee will remain at up to 0.10% per annum, resulting in an All-in Fee for the Sub-Fund of up to 0.15% per annum. After the Waiver Period ends on December 1, 2026, the Management Company Fee and the All-in Fee will revert to their usual charges of up to 0.15% per annum and up to 0.25% per annum, respectively.

Shareholders of the Xtrackers II Global Government Bond UCITS ETF are advised that no action is required on their part in response to this notice. The company has clarified that due to the temporary nature of the fee changes, neither the key investor information document of the Sub-Fund nor the Product Annex will be amended.

This fee adjustment may be of interest to shareholders and potential investors who are seeking cost-effective investment opportunities within the ETF market. The decision to temporarily reduce fees reflects a strategic move by DWS Investment S.A., the management company, which could potentially influence investor interest and fund inflows during the Waiver Period.

Investors with queries or seeking clarity on the fee reduction are encouraged to consult with financial advisors or contact the legal entities mentioned in the press release. This information was based on a press release statement from Xtrackers II.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.