Ossiam Shiller Barclays Cape Europe Sector Value

ETF description

This ETF aims to provide exposure to European companies that are considered undervalued relative to their historical earnings. It uses a method called the CAPE ratio (Cyclically Adjusted Price‑to‑Earnings), which looks at a company’s price compared to its average earnings over a long period, to help identify sectors in the market that may offer value. By focusing on value stocks, which are shares of companies that are priced lower compared to their earnings, the ETF seeks to capture potential opportunities for growth when these stocks increase in value.

This ETF may appeal to investors who are interested in European markets and prefer a value‑focused strategy, where stocks are selected based on being undervalued.

Issuer details

Ossiam is a specialist asset management firm and an affiliate of Natixis Investment Managers, known for their smart beta and quantitative investment strategies. With over $5 billion in assets under management as of June 2024, Ossiam offers a range of specialized and innovative ETFs, focusing on smart beta and ESG (Environmental, Social, Governance) strategies. Founded in 2010, Ossiam has established itself as a leader in the field of thematic and sustainable investing, leveraging quantitative techniques to enhance portfolio performance and manage risk. Notable ETFs include the Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF and the Ossiam ESG Low Carbon Shiller Barclays CAPE® Europe Sector ETF, showcasing its commitment to providing investors with advanced, research‑driven investment solutions.

Index details

The Barclays CAPE Europe Sector Value index offers targeted exposure to European equities based on the Cyclically Adjusted Price‑to‑Earnings (CAPE) ratio, focusing on undervalued sectors across the region. By emphasizing sectors with attractive valuation metrics, this index aims to capture potential returns from undervalued segments of the European market while diversifying across various industry sectors. Its focus on value investing within Europe’s diverse sectors makes it a valuable addition for portfolios seeking to capitalize on sector‑specific opportunities and value‑oriented investment strategies.