WisdomTree Global Efficient Core

ETF description

This ETF is designed to give investors a mix of global shares and government bonds within a single investment. It combines exposure to stocks from developed and emerging markets with holdings in government bonds from major countries. The aim is to create a broad and balanced approach by including assets that may behave differently in various market conditions. The equity portion is intended to capture the potential for long‑term growth, while the bond portion helps to provide stability and reduce the impact of market swings.

This ETF may appeal to investors looking for a core holding that blends global equities and fixed income in one product. It might suit someone who prefers a hands‑off approach to managing these asset types separately.

Issuer details

WisdomTree is a leading asset management firm specializing in innovative ETFs and ETPs (exchange‑traded products), with over $80 billion in assets under management as of June 2024. WisdomTree offers an extensive range of investment products across various market segments. Founded in 2006, WisdomTree is known for its fundamentally weighted ETFs and its focus on providing innovative and thematic investment strategies. The firm places a strong emphasis on income‑focused products, catering to the needs of income‑seeking investors. Notable ETFs include the WisdomTree U.S. Quality Dividend Growth Fund (DGRW), the WisdomTree Europe Hedged Equity Fund (HEDJ), and the WisdomTree Cloud Computing Fund (WCLD), reflecting WisdomTree’s commitment to delivering diverse and forward‑looking investment solutions.

Index details

The WisdomTree Global Efficient Core index is designed to track the performance of a 90% exposure to large‑cap global equities, and 60% to global government bond futures contracts, effectively delivering a leveraged position to the traditional 60/40 portfolio. The index excludes companies that do not meet WisdomTree’s ESG (environmental, social, and governance) criteria.