OBJECTIVE AND STRATEGY
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX® Global ESG Impact IndexSM (Underlying Index).
DIFFERENT BY DESIGN
1. Track STOXX® index designed to serve as a core equity holding with Environmental, Social and Governance (ESG) exposure in an effort to enhance risk adjusted returns
2. Index assesses global companies based on Key Performance Indicators (KPIs) in ESG categories
3. Index aggregates criteria into one score and "tilts" the portfolio to companies with the highest scores
4. Constraints are utilized in an effort to minimize overall risk within the strategy
VIDEO
2:57 | ESGG Integration Process | Transcript
Learn how we are investing in companies that are making a positive impact on the environment, social issues, and governance while exhibiting positive risk versus return.
FLEXSHARES STRATEGY
Capital Appreciation
Many investors have discrete goals in mind when they consider long-term growth of their investment portfolios. A few of the common goals include retirement savings, education plans, capital purchases, bequests and/or charitable intentions. Capital appreciation emphasizes the components of an investment portfolio dedicated to achieving long-term goals. It goes beyond wealth preservation and focuses on potential return on principal. There is an expansive array of investment options with an emphasis on equities. FlexShares capital appreciation strategies may complement investor’s portfolios by offering targeted solutions that seek to meet specific goals over defined time horizons. Risk-adjusted returns, risk tolerance, time horizon and performance expectations are key considerations when designing and delivering capital appreciation solutions.
PRICING AND PERFORMANCE
Select Month:
As of
Performance information presented on this website is historical, and is not indicative of future results. Investment returns and principal may vary, and at the time of sale an investment may be worth more or worth less than its original value. All performance figures assume reinvestment of dividend and capital gains at net asset value; actual returns may differ. Performance 1-year and less are cumulative; performance over 1-year are average annualized total returns. The fund inception date is generally several days prior to when the fund begins trading. NAV prices are used to calculate market price performance prior to 07/14/2016, when the fund first traded on NASDAQ. Market performance is determined using the bid/ask midpoint at 4:00pm Eastern time, when the NAV is typically calculated. They do not represent the returns you would receive if you traded shares at other times. Index performance does not represent FlexShares fund performance. It is not possible to invest directly in an index.
Select Quarter:
Greatest Premium
Greatest Discount
Days at Premium
Days at Discount
Days at Nav
Total Days in Period
As of
Information presented here is historical, and is not indicative of future results. Investment premiums or discounts may vary, and at the time of purchase or sale of an investment it may not be indicative of the numbers above.
Date -
Market Price
Bid/Ask Mid Point Price
Please select start and end dates
Pricing information presented here is historical, and is not indicative of future results. Investment pricing may vary, and at the time of purchase or sale of an investment it may not be indicative of the numbers above. For most recent pricing please call 1-855-353-9383 (1-855-FlexETF).
Performance information presented on this website is historical, and is not indicative of future results. Investment returns and principal may vary, and at the time of sale an investment may be worth more or worth less than its original value. All performance figures assume reinvestment of dividend and capital gains at net asset value; actual returns may differ. Performance 1-year and less are cumulative; performance over 1-year are average annualized total returns. The fund inception date is generally several days prior to when the fund begins trading. NAV prices are used to calculate market price performance prior to 07/14/2016, when the fund first traded on NASDAQ. Market performance is determined using the bid/ask midpoint at 4:00pm Eastern time, when the NAV is typically calculated. They do not represent the returns you would receive if you traded shares at other times. Index performance does not represent FlexShares fund performance. It is not possible to invest directly in an index.
Performance information presented on this website is historical, and is not indicative of future results. Investment returns and principal may vary, and at the time of sale an investment may be worth more or worth less than its original value. All performance figures assume reinvestment of dividend and capital gains at net asset value; actual returns may differ. Performance 1-year and less are cumulative; performance over 1-year are average annualized total returns. The fund inception date is generally several days prior to when the fund begins trading. NAV prices are used to calculate market price performance prior to 07/14/2016, when the fund first traded on NASDAQ. Market performance is determined using the bid/ask midpoint at 4:00pm Eastern time, when the NAV is typically calculated. They do not represent the returns you would receive if you traded shares at other times. Index performance does not represent FlexShares fund performance. It is not possible to invest directly in an index.
Date -
Market Price
-
-
Bench mark
-
Index
-
Please select start and end dates
Past performance is not a guarantee of future results. The Growth of $10,000 chart is hypothetical based upon the historical performance of the Fund. It includes the reinvestment of dividends and capital gains at net asset value: actual returns may differ. It does not reflect the deduction of other fees and expenses, in which case the performance would have been lower. It is not possible to invest directly in an index.
Performance information presented on this website is historical, and is not indicative of future results. Investment returns and principal may vary, and at the time of sale an investment may be worth more or worth less than its original value. All performance figures assume reinvestment of dividend and capital gains at net asset value; actual returns may differ. Performance 1-year and less are cumulative; performance over 1-year are average annualized total returns. The fund inception date is generally several days prior to when the fund begins trading. NAV prices are used to calculate market price performance prior to 07/14/2016, when the fund first traded on NASDAQ. Market performance is determined using the bid/ask midpoint at 4:00pm Eastern time, when the NAV is typically calculated. They do not represent the returns you would receive if you traded shares at other times. Index performance does not represent FlexShares fund performance.
Performance information presented on this website is historical, and is not indicative of future results. Investment returns and principal may vary, and at the time of sale an investment may be worth more or worth less than its original value. All performance figures assume reinvestment of dividend and capital gains at net asset value; actual returns may differ. Performance 1-year and less are cumulative; performance over 1-year are average annualized total returns. The fund inception date is generally several days prior to when the fund begins trading. NAV prices are used to calculate market price performance prior to 07/14/2016, when the fund first traded on NASDAQ. Market performance is determined using the bid/ask midpoint at 4:00pm Eastern time, when the NAV is typically calculated. They do not represent the returns you would receive if you traded shares at other times. Index performance does not represent FlexShares fund performance.
Select Year:
HOLDINGS
Top 10 holdings for ESGG make up _!HOLDINGPERCENT of the fund's total holdings
SECTOR BREAKDOWN
ESGG holdings span _!SECTORNUMBER sectors
MARKET CAP
ESGG holdings lean towards Large Cap
STYLE
ESGG style is concentrated in both Core and Value
COUNTRY BREAKDOWN
Note: The chart above reflects the top 10 countries.
DOWNLOADS
INDEX
The STOXX® Global ESG Impact Index offers exposure to a set of global, developed-market companies that is tilted towards companies scoring better with respect to a select set of environmental, social, and governance (ESG) key performance indicators (KPIs). Eligible securities are selected from the STOXX® Global 1800 Index. The bottom 50% of such companies based on their ESG KPI scores are excluded from the Index, as are companies that do not adhere to the UN Global compact principles, are involved in controversial weapons or are coal miners (ICB Subsector 1771). Components are then weighted by free-float market cap combined with a cap factor that is based on a company’s aggregate ESG KPI score. Component weightings may also be adjusted to ensure that the weight representation of each country in the Underlying Index does not vary from that in the STOXX Global 1800 Index by more than +/-1 percentage point and that the weight of a single company is less than 5% at time of each index rebalancing or reconstitution.
Index Methodology