YLDE Profile
The ClearBridge Dividend Strategy ESG ETF is an investment vehicle focused on delivering a combination of income and capital appreciation through a portfolio of dividend-paying equities. Under normal market conditions, the fund allocates at least 80% of its net assets, including any borrowings for investment purposes, into stocks or instruments that offer dividend payments. These investments are selected based on their potential to generate income and grow in value over time, aligning with the fund’s long-term investment objectives.
The fund incorporates an Environmental, Social, and Governance (ESG) screening process into its investment strategy. This means that in addition to focusing on dividend yields and potential for capital appreciation, the fund also evaluates the sustainability and ethical practices of the companies it invests in. This ESG approach aims to ensure that the fund’s investments are not only financially sound but also socially responsible and environmentally sustainable.
ClearBridge Investment, the fund’s advisor, employs a rigorous selection process to identify high-quality companies with strong dividend histories and growth prospects. The selection criteria include assessing financial health, competitive positioning, and the ability to generate sustainable earnings and cash flow. By focusing on companies that meet these criteria while also adhering to ESG principles, the fund seeks to achieve a balance between financial returns and positive societal impact.
The ClearBridge Dividend Strategy ESG ETF is designed for investors seeking both income and growth, with a particular emphasis on responsible investing. It provides exposure to a diversified range of dividend-paying stocks, aiming to offer attractive yields while mitigating risks associated with non-ESG compliant practices. Investors should consider how the fund’s ESG focus aligns with their investment goals and values, and be aware of the potential impacts of the ESG screening process on the fund’s performance and sector allocation.
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