Risk considerations
Investors should note that the Xtrackers ETFs & ETCs are not capital protected or guaranteed and investors in each Xtrackers ETF or ETC should be prepared and able to sustain losses up to the total capital invested. The value of an investment in an Xtrackers ETF or ETC may go down as well as up and past performance does not predict future returns. Investment in Xtrackers ETFs or ETCs involve risks. For a list of related risks please click on the Risks and Terms tab.
11/27/2024
The ETF tracks the Dow Jones Developed Green Real Estate Index and offers a broad exposure to publicly traded REITs and real estate operating companies
Competitive flat fee of 0.18 per cent per year
ETF expands the range of Xtrackers ETFs that offer liquid access to real assets while taking ESG criteria into account
With a new Xtrackers ETF, DWS is expanding its range of equity products focusing on real assets that fulfil environmental, social and governance (ESG) criteria. The Xtrackers Developed Green Real Estate ESG UCITS ETF 1C tracks the Dow Jones Developed Green Real Estate Index, which measures the performance of publicly traded real estate securities from industrialised countries globally that meet certain sustainability criteria and are weighted to be compatible with specific ESG-related constraints. In October, DWS launched the Xtrackers Global Infrastructure ESG UCITS ETF 1C.
On one hand, the long-term trend of cities growth is expected to lead to increasing demand for property. In addition, there are structural developments such as the increasing demand for data centers and care facilities, for example. Energy-efficient, sustainably constructed buildings may also offer advantages for both property owners and users . Shares of real estate companies can be of interest to investors, as relevant indices have outperformed various broad equity indices over the long term.[1] Shares of real estate companies can be of interest to investors, as relevant indices have outperformed various broad equity indices over the long term.[2]. At the same time, their correlation with the broad equity market and other asset classes has been relatively low in the past. The reason for this is that real estate companies are only represented with low weightings in broad equity market indices[3]. Listed property companies can offer a similar long-term return profile to a direct investment in an appropriately diversified property portfolio, but with the liquidity of equities.
The Xtrackers Developed Green Real Estate ESG UCITS ETF 1C has been listed on the London Stock Exchange and on Deutsche Börse (Xetra). The companies in the underlying Dow Jones Developed Green Real Estate Index are weighted using the GRESB Scores, the most widely used ESG scoring standard in Europe, The TER of the Xtrackers Developed Green Real Estate ESG UCITS ETF is 0.18 per cent.
‘The demand for green buildings with appropriate certification is generally high among tenants and investors,’ explains Michael Mohr, Global Head of Xtrackers Products at DWS. ‘With the ETF, we are offering investors broad access to property companies that are simultaneously receiving a tailwind from the downward trend in interest rates, taking into account sustainability criteria and with an increased focus on green building certification.’
‘We are very pleased to continue working with DWS, offering an index solution to meet both their investment and sustainability goals’ says Jas Duhra, Global Head of Sustainability Indices at S&P Dow Jones Indices (S&P DJI). The index can serve as a benchmark to monitor not just Real Estate performance but also ESG improvements of the Real Estate sector as companies in the sector seek to align with developing global sustainable initiatives.
| ETF name | Underlying Index | ISIN | Appropriation of earnings | Ticker | Flat-rate fee p.a. |
|---|---|---|---|---|---|
| Xtrackers Developed Green Real Estate ESG UCITS ETF 1C | Dow Jones Developed Green Real Estate Index | IE00BN2BCY94 | accumulating | XDRE | 0.18 % |
| Xtrackers Global Infrastructure ESG UCITS ETF 1C | Dow Jones Brookfield Global Green Infrastructure Index | IE00BYZNF849 | accumulating | XIFE | 0.35 % |
Source: DWS, as of 27 November 2024
DWS Group (DWS) with EUR 963bn of assets under management (as of 30 September 2024) aspires to be one of the world's leading asset managers. Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.
We offer individuals and institutions access to our strong investment capabilities across all major liquid and illiquid asset classes as well as solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, giving strategic guidance to our investment approach.
DWS wants to innovate and shape the future of investing. We understand that, both as a corporate as well as a trusted advisor to our clients, we have a crucial role in helping to navigate the transition to a more sustainable future. With approximately 4,700 employees in offices all over the world, we are local while being one global team. We are committed to acting on behalf of our clients and investing with their best interests at heart so that they can reach their financial goals, no matter what the future holds. With our entrepreneurial, collaborative spirit, we work every day to deliver outstanding investment results, in both good and challenging times to build the best foundation for our clients’ financial future.
The Dow Jones Developed Green Real Estate Index is a product of S&P Dow Jones Indices LLC (“S&P DJI”). “S&P®”, “S&P 500®”, “SPY®”, “SPX®”, US 500 and The 500 are trademarks of Standard & Poor’s Financial Services LLC; Dow Jones®, DJIA® and Dow Jones Industrial Average are service and/or trademarks of Dow Jones Trademark Holdings LLC. These trademarks have been licensed for use DWS Group (DWS). Investment products based on the S&P 500 Index are not sponsored, endorsed, marketed, or promoted by S&P DJI, and S&P DJI makes no representation regarding the advisability of investing in such products. All other trademarks are the property of their respective owners.
Forecasts are based on assumptions, estimates, opinions and hypothetical models or analyses that may turn out to be incorrect or inaccurate
Past performance is no guarantee of future developments
Source: www.msci.com Share of real estate securities in the MSCI World Index 2.3% as at November 2024
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