St James's Place

ISIN GB0007669376

WKN 888460

Marktkapitalisatie (in EUR)

9,093 m

Land

United Kingdom

Sector

Finance

Dividendrendement

1.20%

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Overzicht

Koers

Beschrijving

St. James's Place Plc engages in the wealth management business. It offers investment, retirement, protection, intergenerational wealth management, banking and mortgages, and advice for businesses. The company was founded by Nathaniel Charles Jacob Rothschild, Mark Aubrey Weinberg, and Michael Summer Wilson in 1991 and is headquartered in Cirencester, the United Kingdom.

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Finance Investment Services United Kingdom

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	9,093 m
WPA, EUR	-
KBV	5.8
K/W	15.8
Dividendrendement	1.20%

Income statement (2024)

Omzet, EUR	30,629 m
Netto-inkomen, EUR	471 m
Winstmarge	1.54%

What ETF is St James's Place in?

There are 29 ETFs which contain St James's Place. All of these ETFs are listed in the table below. The ETF with the largest weighting of St James's Place is the iShares STOXX Europe 600 Financial Services UCITS ETF (DE).

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	923
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	0.73%	Equity United Kingdom Social/Environmental Climate Change	873
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	709
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	29,504
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	7
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	1.65%	Equity Europe Financials	83
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.09%	Equity Europe Social/Environmental	34
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	388
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	1,760
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,972
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.30%	Equity United Kingdom	43
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.07%	Equity Europe	2,278
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	35
Xtrackers MSCI UK ESG UCITS ETF 1D	0.66%	Equity United Kingdom Social/Environmental	657
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	19,376
JPMorgan UK Equity Core UCITS ETF GBP (dist)	0.38%	Equity United Kingdom	96
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	69
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	202
Xtrackers FTSE 100 UCITS ETF Income 1D	0.30%	Equity United Kingdom	95
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	491
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	7,322
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.30%	Equity United Kingdom	4,918
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.30%	Equity United Kingdom	16,612
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.30%	Equity United Kingdom	2,731
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,557
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.07%	Equity Europe	4,478
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	91
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	92

Prestaties

Rendementsoverzicht

YTD	-9,88%
1 maand	-13,58%
3 maanden	-6,21%
6 maanden	-4,03%
1 jaar	+7,32%
3 jaar	+3,64%
5 jaar	+7,56%
Since inception	+12,48%
2025	+56,31%
2024	+29,23%
2023	-36,75%
2022	-38,27%

Maandelijks rendement in een heat map

Risico

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).