iShares US Equity Enhanced Active

ETF description

This ETF invests primarily in companies based in the United States and uses an active approach, meaning a professional manager selects individual stocks rather than simply following an index. According to publicly available information, at least 70 % of the fund is allocated to U.S. equities, with the opportunity for up to 30 % of its assets to be invested in other types of instruments such as private equity interests, high‑quality bonds and money‑market instruments.

The fund aims to build a broad and diversified portfolio of U.S. companies, identifying those that the management team believes may offer better prospects while still maintaining exposure to the large overall U.S. stock market. Because of the focus on U.S. equities and more flexible allocations, this ETF may appeal to an investor seeking to capture growth opportunities in the U.S. economy and who is comfortable with fluctuations in share values.

Issuer details

iShares ETFs are issued and managed by BlackRock, the world’s largest asset management company.

With 800+ products globally and over $2trn in assets (as at June 2024), iShares ETFs are a flexible, low‑cost way for investors to gain exposure to various market segments, including fixed income, emerging markets and broad‑based indexes.

Index details

This ETF is actively managed.