ETF Request - iShares World Equity High Income UCITS ETF USD (Dist)

Investment Ideas
1

Hi, could you please add the following ETF?

Thank you.

Name: iShares World Equity High Income UCITS ETF USD (Dist)
ISIN: IE000KJPDY61
SEDOL: BPG5NQ0
Ticker: WINC
Trade Currency: GBP
Listed in London: Yes

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2

Hi!

Thanks for the suggestion, have forwarded to the relevant team for consideration.
we’ll post updates here on our Community Forums and social media whenever we do add new funds.

Thanks again and I hope you have a great day!

3

@Pinch , is this materially different from JEPG?
Thanks

4

@Solar03

Please have a looksee here - the factsheets and prospectuses are linked there:

The very obvious main differences are:

  • size (JEPG at £643 million is over 8x bigger than WINC at 56 million) even though they started close to each other

  • Dividends (JEPG pays monthly, yield: 7.34% vs WINC paying quarterly, yield: 9.44%)

  • ESG WINC: The Fund seeks to exclude companies engaging in certain activities inconsistent with ESG criteria.

  • ESG JEPG: This product is not designed for investors who are looking for a product that meets specific ESG goals or wish to screen out particular types of companies or investments, other than those required by any applicable law such as companies involved in the manufacture, production or supply of cluster munitions. ESG integration does not imply that the Fund is marketed or authorised as an ESG product in any jurisdiction where such authorisation is required.

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