Xtrackers ETFs Set for Major Index Name Changes Ahead

Xtrackers ETFs to Update Reference Index Names

Xtrackers (IE) plc, a prominent investment company based in Dublin, is preparing to implement significant changes to the names of the reference indices for several of its exchange-traded funds (ETFs). These modifications, announced in conjunction with MSCI Limited, the index administrator, are scheduled to take effect soon and aim to enhance the clarity of fund listings for investors.

Changes to Affected ETFs

The adjustments specifically target Xtrackers ETFs that currently feature "ESG Screened" in their index names. The company has confirmed that, while the index names will be altered, there will be no changes to the investment objectives, policies, risk profiles, or fees associated with the funds. This ensures that current investors can trust that the fundamental aspects of their investments remain intact despite the rebranding.

Details on New Index Names

Under this update, several key indices will see their titles simplified to remove the ESG descriptor:

• The MSCI Japan Select ESG Screened Index will be renamed to the MSCI Japan Select Screened Index.
• The MSCI ACWI Select ESG Screened Index will revert to the MSCI ACWI Select Screened Index.
• The MSCI World Select ESG Screened Index will become the MSCI World Select Screened Index.
• The MSCI USA Select ESG Screened Index will transition to the MSCI USA Select Screened Index.

Fund Name Updates

Corresponding with these index changes, the names of the related Xtrackers funds will also be updated to maintain consistency:

• Xtrackers MSCI Japan ESG Screened UCITS ETF will be changed to Xtrackers MSCI Japan Screened UCITS ETF.
• Xtrackers MSCI AC World ESG Screened UCITS ETF will be renamed to Xtrackers MSCI AC World Screened UCITS ETF.
• Xtrackers MSCI World ESG Screened UCITS ETF will become Xtrackers MSCI World Screened UCITS ETF.
• Xtrackers MSCI USA ESG Screened UCITS ETF will transition to Xtrackers MSCI USA Screened UCITS ETF.

Funds Not Affected by Name Changes

While many funds will see updates, some names will remain unchanged. The following Xtrackers ETFs will retain their existing titles:

• Xtrackers MSCI Innovation UCITS ETF
• Xtrackers MSCI Fintech Innovation UCITS ETF
• Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF
• Xtrackers MSCI Next Generation Internet Innovation UCITS ETF

Access to Updated Documents

Revised documentation that highlights these changes will be accessible on the Xtrackers website following the effective date of the updates. Shareholders are encouraged to review this information and consult with their financial advisors to better understand how these changes may impact their investments.

Conclusion

This initiative by Xtrackers signifies an important step in refining their ETF offerings and ensuring that investors have clarity in understanding the products they hold. As the financial landscape evolves, such updates contribute to maintaining transparency and investor confidence. Stay informed about these developments to make the most of your investment strategies.

Frequently Asked Questions

What changes are being made to Xtrackers ETFs?

Xtrackers ETFs are updating the names of their reference indices, specifically removing the "ESG Screened" designation.

Will the investment objectives of the funds change?

No, the investment objectives, policies, risk profiles, and fees of the funds will remain unchanged.

When will these changes take effect?

These changes are scheduled to take effect in February 2025.

Which funds will not be affected by these name changes?

The Xtrackers MSCI Innovation, Fintech Innovation, Genomic Healthcare Innovation, and the Next Generation Internet Innovation UCITS ETFs will retain their names.

How can shareholders access updated information?

Shareholders can find the updated documentation on the Xtrackers website after the effective date of these changes.

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