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3i Group Plc

ISIN GB00B1YW4409

 | 

WKN A0MU9Q

Market cap (in EUR)
33,959 m
Country
United Kingdom
Sector
Finance
Dividend yield
2.92%
 

Overview

Quote

Description

3i Group Plc engages in the private equity and venture capital business. It operates through the following segments: Private Equity, Infrastructure, and Scandlines. The Private Equity segment is involved in investment and asset management to generate capital returns. The Infrastructure segment includes investing in economic infrastructure and greenfield projects in developed economies. The Scandlines segment focuses on delivering long-term capital returns. The company was founded in 1945 and is headquartered in London, the United Kingdom.
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Finance Investment Services United Kingdom

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Financials

Key metrics

Market capitalisation, EUR 33,959 m
EPS, EUR -
P/B ratio 1.0
P/E ratio 5.4
Dividend yield 2.92%

Income statement (2025)

Revenue, EUR 1,458 m
Net income, EUR 6,122 m
Profit margin 419.83%

What ETF is 3i Group Plc in?

There are 378 ETFs which contain 3i Group Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of 3i Group Plc is the iShares Listed Private Equity UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.07%
Equity
World
Equal Weighted
21
iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc) 0.25%
Equity
Europe
45
UBS Core MSCI World UCITS ETF hCHF acc 0.04%
Equity
World
1,176
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) 1.08%
Equity
United Kingdom
244
iShares Core MSCI Europe UCITS ETF EUR (Acc) 0.26%
Equity
Europe
15,859
Invesco MSCI World Equal Weight UCITS ETF Acc 0.10%
Equity
World
Equal Weighted
1,813
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
48
Xtrackers MSCI World Value UCITS ETF 1C 0.25%
Equity
World
Value
3,989
iShares Edge MSCI World Quality Factor UCITS ETF (Acc) 0.14%
Equity
World
Fundamental/Quality
5,873
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc 0.48%
Equity
World
Social/Environmental
Climate Change
27
UBS Core MSCI Europe UCITS ETF EUR dis 0.26%
Equity
Europe
1,648
State Street SPDR MSCI World Financials UCITS ETF USD 0.25%
Equity
World
Financials
345
Xtrackers MSCI World ex USA UCITS ETF 1C 0.14%
Equity
World
7,044
Invesco MSCI World UCITS ETF Acc 0.04%
Equity
World
9,342
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
31
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc 0.06%
Equity
World
Low Volatility/Risk Weighted
253
JPMorgan UK Equity Core Active UCITS ETF GBP (acc) 0.96%
Equity
United Kingdom
578
UBS MSCI United Kingdom UCITS ETF hUSD acc 1.15%
Equity
United Kingdom
1,058
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.03%
Equity
World
Social/Environmental
Climate Change
8
iShares MSCI UK UCITS ETF (Acc) 1.14%
Equity
United Kingdom
138
UBS Core MSCI World UCITS ETF USD dis 0.04%
Equity
World
2,090
UBS MSCI World ex USA UCITS ETF USD acc 0.15%
Equity
World
481
iShares Listed Private Equity UCITS ETF USD (Dist) 6.78%
Equity
World
Private Equity
638
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc) 0.50%
Equity
Europe
Social/Environmental
676
UBS MSCI ACWI SF UCITS ETF USD Ukdis 0.03%
Equity
World
292
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc 0.12%
Equity
World
Equal Weighted
25
iShares MSCI Europe SRI UCITS ETF USD (Acc) 1.05%
Equity
Europe
Social/Environmental
27
VanEck European Equal Weight Screened UCITS ETF A 0.92%
Equity
Europe
Equal Weighted
85
iShares MSCI All Country World UCITS ETF USD (Dist) 0.03%
Equity
World
39
L&G Global Quality Dividends UCITS ETF USD Acc 0.16%
Equity
World
Dividend
54
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.04%
Equity
World
Social/Environmental
89
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc) 0.04%
Equity
World
7
ODDO BHF Global Balanced Allocation Active UCITS ETF AAA Acc 0.01%
Equity
World
Multi-Asset Strategy
0
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.04%
Equity
World
Social/Environmental
568
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc 0.09%
Equity
World
118
iShares STOXX Europe 600 UCITS ETF EUR (Acc) 0.23%
Equity
Europe
3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc) 0.41%
Equity
Europe
Social/Environmental
Climate Change
205
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating 1.08%
Equity
United Kingdom
2,279
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc) 0.12%
Equity
World
Multi-Factor Strategy
183
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc 0.34%
Equity
Europe
Social/Environmental
Climate Change
61
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc) 0.30%
Equity
Europe
Covered Call
Alternative Investments
26
Invesco MSCI Europe Equal Weight UCITS ETF Acc 0.32%
Equity
Europe
Equal Weighted
209
BNP Paribas Easy Alpha Enhanced World UCITS ETF EUR Acc 0.15%
Equity
World
Multi-Factor Strategy
21
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) 0.29%
Equity
Europe
Social/Environmental
1,764
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.04%
Equity
World
30
Amundi MSCI Europe UCITS ETF Acc 0.26%
Equity
Europe
610
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged 0.24%
Equity
Europe
13
Amundi MSCI World ESG Selection UCITS ETF Acc 0.09%
Equity
World
Social/Environmental
2,113
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.23%
Equity
World
Social/Environmental
Climate Change
408
Xtrackers FTSE All-World ex US UCITS ETF 1C 0.09%
Equity
World
46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.04%
Equity
World
109
iShares Core FTSE 100 UCITS ETF GBP (Acc) 1.08%
Equity
United Kingdom
3,893
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.05%
Equity
World
75
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist) 0.97%
Equity
United Kingdom
396
Xtrackers MSCI World UCITS ETF 1D 0.04%
Equity
World
4,685
Xtrackers MSCI World ESG UCITS ETF 1C 0.09%
Equity
World
Social/Environmental
5,168
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist) 0.34%
Equity
Europe
Social/Environmental
119
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist) 0.53%
Equity
Europe
Social/Environmental
Climate Change
1
BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped UCITS ETF EUR Dis 0.73%
Equity
Europe
Social/Environmental
103
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc 0.28%
Equity
World
Social/Environmental
Climate Change
1,470
UBS MSCI ACWI Universal UCITS ETF USD dis 0.04%
Equity
World
Social/Environmental
2,225
Xtrackers MSCI World Quality UCITS ETF 1C 0.14%
Equity
World
Fundamental/Quality
2,602
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.04%
Equity
World
819
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.05%
Equity
World
Social/Environmental
86
Amundi PEA MSCI Europe UCITS ETF Acc 0.26%
Equity
Europe
379
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.25%
Equity
World
Value
387
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0.25%
Equity
Europe
10,603
UBS MSCI World Socially Responsible UCITS ETF USD acc 0.17%
Equity
World
Social/Environmental
Climate Change
1,231
iShares Edge MSCI Europe Quality Factor UCITS ETF 1.02%
Equity
Europe
Fundamental/Quality
608
Amundi MSCI Europe ESG Selection UCITS ETF Acc 0.54%
Equity
Europe
Social/Environmental
1,154
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc) 0.37%
Equity
World
Financials
Social/Environmental
0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating 0.33%
Equity
Europe
Social/Environmental
129
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.09%
Equity
World
Dividend
10,034
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF Acc 1.14%
Equity
Europe
Social/Environmental
936
Amundi MSCI World Swap II UCITS ETF Acc 0.04%
Equity
World
748
iShares Core FTSE 100 UCITS ETF GBP (Dist) 1.08%
Equity
United Kingdom
19,362
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.34%
Equity
Europe
Social/Environmental
2,856
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro 0.34%
Equity
Europe
Social/Environmental
101
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc 0.12%
Equity
World
Equal Weighted
41
Xtrackers MSCI Europe ESG UCITS ETF 1C 0.56%
Equity
Europe
Social/Environmental
1,139
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc 0.01%
Equity
World
Social/Environmental
129
HSBC MSCI World Climate Paris Aligned UCITS ETF 0.28%
Equity
World
Social/Environmental
Climate Change
506
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C 0.29%
Equity
Europe
Social/Environmental
Climate Change
7
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.04%
Equity
World
Social/Environmental
61
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Acc) 0.46%
Equity
Europe
Dividend
27
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) 0.23%
Equity
Europe
936
Amundi MSCI World Swap II UCITS ETF Dist 0.04%
Equity
World
9,022
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist 0.23%
Equity
World
Social/Environmental
114
Amundi MSCI World ESG Broad Transition UCITS ETF Dist 0.11%
Equity
World
Social/Environmental
Climate Change
277
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) 0.27%
Equity
World
Financials
Social/Environmental
33
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.04%
Equity
World
Social/Environmental
Multi-Asset Strategy
35
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD 0.16%
Equity
World
Value
7
iShares STOXX Europe 600 UCITS ETF (DE) 0.23%
Equity
Europe
9,486
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.23%
Equity
World
Social/Environmental
968
HSBC MSCI World UCITS ETF USD 0.04%
Equity
World
14,360
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.20%
Equity
World
Social/Environmental
209
State Street SPDR MSCI Europe Value UCITS ETF EUR 1.72%
Equity
Europe
Value
84
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.17%
Equity
World
Social/Environmental
Climate Change
4,388
iShares MSCI World ex-USA UCITS ETF USD (Dist) 0.15%
Equity
World
4
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF 0.54%
Equity
Europe
Social/Environmental
Climate Change
1,433
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.27%
Equity
World
Social/Environmental
8
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc 0.03%
Equity
World
215
L&G Global Equity UCITS ETF 0.04%
Equity
World
Social/Environmental
1,948
Vanguard FTSE Global All-Cap UCITS ETF USD Acc 0.03%
Equity
World
2,967
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc 0.30%
Equity
World
Social/Environmental
Climate Change
1,332
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.09%
Equity
World
Dividend
3,154
Invesco MSCI World Universal Screened UCITS ETF Acc 0.06%
Equity
World
Social/Environmental
276
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.04%
Equity
World
Social/Environmental
65
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc) 1.08%
Equity
United Kingdom
46
BNP Paribas Easy Alpha Enhanced Europe UCITS ETF Acc 0.51%
Equity
Europe
Multi-Factor Strategy
61
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.04%
Equity
World
Social/Environmental
1,339
iShares FTSE All-World UCITS ETF USD (Dist) 0.04%
Equity
World
1
iShares MSCI World Swap UCITS ETF USD (Acc) 0.04%
Equity
World
2,174
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.17%
Equity
World
Social/Environmental
Climate Change
343
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.05%
Equity
World
Social/Environmental
213
UBS Core MSCI World UCITS ETF hEUR acc 0.04%
Equity
World
954
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0.41%
Equity
Europe
Social/Environmental
Climate Change
27
UBS MSCI World Socially Responsible UCITS ETF USD acc 0.17%
Equity
World
Social/Environmental
Climate Change
1,905
UBS MSCI World Selection UCITS ETF hCHF acc 0.08%
Equity
World
Social/Environmental
303
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
16
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.04%
Equity
World
20
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD 0.04%
Equity
World
Social/Environmental
170
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc 0.24%
Equity
Europe
130
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc 0.23%
Equity
World
Social/Environmental
53
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.04%
Equity
World
1,163
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis 1.15%
Equity
United Kingdom
99
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc 0.06%
Equity
World
Social/Environmental
415
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist) 0.17%
Equity
World
Social/Environmental
151
iShares Edge MSCI World Value Factor UCITS ETF 0.25%
Equity
World
Value
6,624
Amundi Core MSCI World UCITS ETF Acc 0.04%
Equity
World
15,629
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.06%
Equity
World
Social/Environmental
5,887
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.37%
Equity
World
Financials
Social/Environmental
156
Amundi MSCI World Financials UCITS ETF EUR Acc 0.24%
Equity
World
Financials
133
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc) 0.07%
Equity
World
Social/Environmental
Climate Change
10
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc 1.10%
Equity
United Kingdom
4
iShares MSCI All Country World SRI UCITS ETF USD (Dist) 0.15%
Equity
World
Social/Environmental
32
Amundi Core FTSE 100 Swap UCITS ETF Acc 1.10%
Equity
United Kingdom
732
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc 0.26%
Equity
World
Social/Environmental
Climate Change
58
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc) 0.04%
Equity
World
1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged 0.04%
Equity
World
1,613
BNP Paribas Easy Alpha Enhanced World UCITS ETF USD Acc 0.15%
Equity
World
Multi-Factor Strategy
20
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc 0.38%
Equity
Europe
Social/Environmental
Climate Change
5
UBS Core MSCI Europe UCITS ETF hEUR acc 0.26%
Equity
Europe
147
iShares Core MSCI World UCITS ETF USD (Acc) 0.04%
Equity
World
132,135
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist) 0.07%
Equity
World
Social/Environmental
Climate Change
3
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.04%
Equity
World
Social/Environmental
Multi-Asset Strategy
111
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc 0.20%
Equity
World
Social/Environmental
3,318
ODDO BHF Global Equity Active UCITS ETF C 0.07%
Equity
World
Social/Environmental
8
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.04%
Equity
World
68
UBS MSCI ACWI SF UCITS ETF hCHF acc 0.03%
Equity
World
1,905
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.05%
Equity
World
Social/Environmental
61
L&G Global Quality Dividends UCITS ETF USD Dist 0.16%
Equity
World
Dividend
367
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.03%
Equity
World
24,028
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc 0.14%
Equity
World
Social/Environmental
Climate Change
167
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis 2.57%
Equity
United Kingdom
Social/Environmental
Climate Change
10
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.04%
Equity
World
18,158
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.04%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
UBS Core MSCI Europe UCITS ETF hCHF acc 0.26%
Equity
Europe
156
UBS MSCI World ex USA UCITS ETF USD dis 0.15%
Equity
World
3
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc) 0.33%
Equity
Europe
Social/Environmental
Climate Change
17
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc) 0.03%
Equity
World
69
iShares Listed Private Equity UCITS ETF USD (Acc) 6.78%
Equity
World
Private Equity
78
UBS MSCI World ex Mega Cap UCITS ETF USD acc 0.07%
Equity
World
22
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.25%
Equity
Europe
4,769
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc) 0.11%
Equity
World
Social/Environmental
Climate Change
42
L&G UK Equity UCITS ETF GBP Acc 1.22%
Equity
United Kingdom
Social/Environmental
233
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist) 0.16%
Equity
World
Social/Environmental
678
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) 0.16%
Equity
World
Social/Environmental
287
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) 0.27%
Equity
Europe
Equal Weighted
196
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation 0.04%
Equity
World
24
Invesco MSCI Europe Universal Screened UCITS ETF Acc 0.34%
Equity
Europe
Social/Environmental
177
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.04%
Equity
World
Social/Environmental
1,125
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist 0.34%
Equity
Europe
Social/Environmental
Climate Change
18
Amundi MSCI World Ex USA UCITS ETF Acc 0.15%
Equity
World
673
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR) 0.50%
Equity
Europe
Social/Environmental
Climate Change
215
UBS Core MSCI World UCITS ETF USD acc 0.04%
Equity
World
11,624
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) 0.17%
Equity
World
Social/Environmental
128
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.12%
Equity
World
Social/Environmental
Climate Change
41
iShares FTSE All-World UCITS ETF USD (Acc) 0.04%
Equity
World
35
UBS MSCI ACWI SF UCITS ETF hUSD acc 0.03%
Equity
World
2,209
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc) 0.16%
Equity
World
Social/Environmental
Climate Change
175
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.12%
Equity
World
Social/Environmental
Climate Change
589
iShares Core MSCI World UCITS ETF USD (Dist) 0.04%
Equity
World
646
Invesco RAFI All-World Fundamental Value UCITS ETF 0.04%
Equity
World
Value
369
Amundi MSCI World Financials UCITS ETF USD Acc 0.24%
Equity
World
Financials
468
Xtrackers MSCI Europe ESG UCITS ETF 1D 0.56%
Equity
Europe
Social/Environmental
31
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.05%
Equity
World
Social/Environmental
7
Franklin S&P World Screened UCITS ETF Acc 0.05%
Equity
United States
Social/Environmental
Climate Change
13
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.05%
Equity
World
32
Xtrackers STOXX Europe 600 UCITS ETF 1C 0.24%
Equity
Europe
4,203
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF EUR (Acc) 0.17%
Equity
Europe
Low Volatility/Risk Weighted
29
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.04%
Equity
World
44
Amundi Prime All Country World UCITS ETF Acc 0.04%
Equity
World
3,311
UBS MSCI World UCITS ETF USD dis 0.04%
Equity
World
1,502
Vanguard FTSE Developed World UCITS ETF Acc 0.04%
Equity
World
6,140
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.06%
Equity
World
Social/Environmental
1,762
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc) 0.12%
Equity
World
Social/Environmental
Climate Change
16
Amundi FTSE All World GDP-Weighted UCITS ETF Acc 0.04%
Equity
World
29
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc 0.06%
Equity
World
Social/Environmental
690
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Dist) 0.46%
Equity
Europe
Dividend
835
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.05%
Equity
World
Social/Environmental
Climate Change
139
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.01%
Equity
World
8,288
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc) 0.17%
Equity
World
Social/Environmental
2,014
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis 0.14%
Equity
World
Social/Environmental
Climate Change
19
Amundi MSCI World Catholic Principles UCITS ETF Acc 0.13%
Equity
World
Social/Environmental
Catholic principles
96
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc 0.43%
Equity
Europe
Social/Environmental
Climate Change
622
UBS MSCI United Kingdom UCITS ETF GBP acc 1.15%
Equity
United Kingdom
2,164
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc 0.09%
Equity
World
Social/Environmental
85
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc) 0.04%
Equity
World
18,576
Vanguard FTSE 100 UCITS ETF (GBP) Distributing 1.08%
Equity
United Kingdom
5,505
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.01%
Equity
World
238
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF 1.41%
Equity
Europe
Social/Environmental
197
Vanguard FTSE Global All-Cap UCITS ETF USD Dist 0.03%
Equity
World
98
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis 0.03%
Equity
World
51
UBS MSCI United Kingdom UCITS ETF hCHF acc 1.15%
Equity
United Kingdom
380
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist) 0.33%
Equity
Europe
Social/Environmental
Climate Change
9
Vanguard FTSE Developed World UCITS ETF Distributing 0.04%
Equity
World
4,264
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc 0.14%
Equity
World
Social/Environmental
Climate Change
763
iShares Listed Private Equity UCITS ETF GBP Hedged (Acc) 6.78%
Equity
World
Private Equity
60
Xtrackers MSCI World Swap UCITS ETF 1C 0.04%
Equity
World
5,446
iShares MSCI Europe SRI UCITS ETF (Acc) 1.05%
Equity
Europe
Social/Environmental
3,039
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.04%
Equity
World
Social/Environmental
601
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc) 0.53%
Equity
Europe
Social/Environmental
Climate Change
6
iShares MSCI World SRI UCITS ETF USD (Dist) 0.17%
Equity
World
Social/Environmental
1,599
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Dist 0.28%
Equity
World
Social/Environmental
Climate Change
2
UBS MSCI ACWI SF UCITS ETF hEUR acc 0.03%
Equity
World
1,651
iShares MSCI Europe SRI UCITS ETF EUR (Dist) 1.05%
Equity
Europe
Social/Environmental
188
Amundi MSCI All Country World Swap UCITS ETF EUR Acc 0.03%
Equity
World
2,534
Amundi Core FTSE 100 Swap UCITS ETF Dist 1.10%
Equity
United Kingdom
51
UBS MSCI United Kingdom UCITS ETF GBP dis 1.15%
Equity
United Kingdom
115
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD 0.17%
Equity
World
Social/Environmental
147
iShares MSCI World SRI UCITS ETF USD Hedged (Dist) 0.17%
Equity
World
Social/Environmental
71
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist 0.09%
Equity
World
10
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.04%
Equity
World
439
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc 0.26%
Equity
World
Social/Environmental
Climate Change
214
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis 0.03%
Equity
World
89
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.04%
Equity
World
227
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.04%
Equity
World
Social/Environmental
6,569
iShares MSCI All Country World SRI UCITS ETF USD (Acc) 0.15%
Equity
World
Social/Environmental
104
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis 0.14%
Equity
World
Social/Environmental
Climate Change
46
Invesco FTSE All-World UCITS ETF Acc 0.05%
Equity
World
4,244
UBS MSCI World Selection UCITS ETF hEUR acc 0.08%
Equity
World
Social/Environmental
96
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc) 0.10%
Equity
World
Social/Environmental
Climate Change
3
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
1
CT QR Series European Equity Active UCITS ETF EUR Acc 0.41%
Equity
Europe
Fundamental/Quality
75
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist 0.20%
Equity
World
Social/Environmental
73
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR R Acc 0.01%
Equity
World
Social/Environmental
258
iShares MSCI World Screened UCITS ETF USD (Dist) 0.04%
Equity
World
Social/Environmental
1,019
UBS MSCI ACWI SF UCITS ETF USD acc 0.03%
Equity
World
4,020
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.23%
Equity
World
Social/Environmental
Climate Change
197
BNP Paribas Easy MSCI Europe UCITS ETF Acc 0.26%
Equity
Europe
120
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist 0.04%
Equity
World
43
HSBC MSCI World UCITS ETF CHF hedged 0.04%
Equity
World
89
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.04%
Equity
World
Social/Environmental
18
iShares MSCI World Screened UCITS ETF USD (Acc) 0.04%
Equity
World
Social/Environmental
5,361
Amundi Core MSCI World UCITS ETF USD Dist 0.04%
Equity
World
1,628
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.04%
Equity
World
2,183
ODDO BHF Global Balanced Allocation Active UCITS ETF C 0.01%
Equity
World
Multi-Asset Strategy
11
Amundi UK Equity All Cap Index UCITS ETF Dist 1.02%
Equity
United Kingdom
1,146
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.04%
Equity
World
Social/Environmental
259
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc 0.14%
Equity
World
Social/Environmental
Climate Change
669
iShares MSCI All Country World Screened UCITS ETF USD (Acc) 0.04%
Equity
World
Social/Environmental
2,909
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist) 0.17%
Equity
World
Social/Environmental
284
BNP Paribas Easy STOXX Europe 600 UCITS ETF 0.24%
Equity
Europe
1,101
iShares Core MSCI Europe UCITS ETF EUR (Acc) 0.25%
Equity
Europe
1,203
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist 0.24%
Equity
Europe
54
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.04%
Equity
World
Social/Environmental
132
Amundi MSCI World Swap UCITS ETF USD Acc 0.04%
Equity
World
76
HSBC MSCI Europe UCITS ETF EUR 0.25%
Equity
Europe
359
UBS FTSE 100 UCITS ETF GBP dis 1.09%
Equity
United Kingdom
91
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist 0.04%
Equity
World
632
UBS MSCI World ex USA UCITS ETF hCHF acc 0.15%
Equity
World
2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc 0.04%
Equity
World
607
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.06%
Equity
World
Social/Environmental
961
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc) 0.04%
Equity
World
95
UBS MSCI World Selection UCITS ETF USD acc 0.08%
Equity
World
Social/Environmental
804
ODDO BHF Global Equity Active UCITS ETF Acc - CGP 0.07%
Equity
World
Social/Environmental
0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc) 0.12%
Equity
World
Social/Environmental
Climate Change
1
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist) 1.05%
Equity
Europe
Social/Environmental
7
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc 0.38%
Equity
Europe
Social/Environmental
Climate Change
22
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis 0.14%
Equity
World
Social/Environmental
Climate Change
352
iShares MSCI World UCITS ETF (Dist) 0.04%
Equity
World
8,449
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc 1.15%
Equity
Europe
Social/Environmental
Climate Change
62
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis 2.57%
Equity
United Kingdom
Social/Environmental
Climate Change
897
VanEck World Equal Weight Screened UCITS ETF A 0.35%
Equity
World
Equal Weighted
1,535
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc 0.26%
Equity
World
Social/Environmental
Climate Change
393
iShares MSCI World SRI UCITS ETF EUR (Acc) 0.17%
Equity
World
Social/Environmental
7,240
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.04%
Equity
World
1,833
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc 0.26%
Equity
World
Social/Environmental
Climate Change
370
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C 0.08%
Equity
Europe
Social/Environmental
67
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc 0.54%
Equity
Europe
Social/Environmental
72
Invesco MSCI World UCITS ETF Dist 0.04%
Equity
World
-
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.03%
Equity
World
55,033
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis 0.03%
Equity
World
514
Amundi Core Stoxx Europe 600 UCITS ETF Dist 0.24%
Equity
Europe
2
HSBC MSCI World UCITS ETF USD (Acc) 0.04%
Equity
World
2,283
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A) 0.27%
Equity
World
Financials
Social/Environmental
747
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) 5.63%
Equity
Europe
Financials
93
State Street SPDR MSCI Europe Financials UCITS ETF EUR 1.00%
Equity
Europe
Financials
795
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.13%
Equity
World
Multi-Factor Strategy
246
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc) 0.03%
Equity
World
72
Invesco MSCI Europe UCITS ETF 0.26%
Equity
Europe
55
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc) 0.16%
Equity
World
Social/Environmental
4,662
BNP Paribas Easy II MSCI Europe PAB UCITS ETF EUR Acc 0.38%
Equity
Europe
Social/Environmental
Climate Change
157
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.04%
Equity
World
54
UBS MSCI United Kingdom UCITS ETF hUSD dis 1.15%
Equity
United Kingdom
49
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc 0.01%
Equity
World
Social/Environmental
399
Invesco RAFI Europe Fundamental Value UCITS ETF Dist 0.18%
Equity
Europe
Value
33
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged 0.04%
Equity
World
Social/Environmental
1
Invesco S&P World Financials ESG UCITS ETF Acc 0.31%
Equity
World
Financials
Social/Environmental
6
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc 0.28%
Equity
World
Social/Environmental
Climate Change
194
iShares Edge MSCI Europe Value Factor UCITS ETF 0.92%
Equity
Europe
Value
2,516
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc 0.34%
Equity
Europe
Social/Environmental
Climate Change
2,375
BNP Paribas Easy MSCI Europe Min TE UCITS ETF 0.30%
Equity
Europe
Social/Environmental
3,658
iShares MSCI All Country World UCITS ETF USD (Acc) 0.03%
Equity
World
31,789
iShares MSCI Europe Screened UCITS ETF EUR (Acc) 0.29%
Equity
Europe
Social/Environmental
4,856
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc 0.14%
Equity
World
Social/Environmental
Climate Change
49
State Street Europe Screened Enhanced Equity Fund UCITS ETF 0.34%
Equity
Europe
Social/Environmental
3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.04%
Equity
World
1,793
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.05%
Equity
World
Social/Environmental
26
Xtrackers MSCI Europe UCITS ETF 2C USD hedged 0.26%
Equity
Europe
312
HSBC FTSE 100 UCITS ETF GBP 1.10%
Equity
United Kingdom
1,026
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.13%
Equity
World
Multi-Factor Strategy
1,477
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.04%
Equity
World
5,387
Xtrackers FTSE All-World UCITS ETF 1C 0.04%
Equity
World
161
Invesco FTSE All-World UCITS ETF Dist 0.05%
Equity
World
294
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF Dist 1.14%
Equity
Europe
Social/Environmental
47
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist) 0.30%
Equity
Europe
Covered Call
Alternative Investments
117
Xtrackers MSCI Europe UCITS ETF 1D 0.26%
Equity
Europe
369
Amundi MSCI All Country World Swap UCITS ETF USD Acc 0.03%
Equity
World
133
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc 1.10%
Equity
United Kingdom
37
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc) 0.97%
Equity
United Kingdom
462
BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.73%
Equity
Europe
Social/Environmental
90
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc 0.06%
Equity
World
Social/Environmental
98
Amundi MSCI World Swap UCITS ETF EUR Dist 0.04%
Equity
World
463
iShares STOXX Europe 600 UCITS ETF EUR (Dist) 0.23%
Equity
Europe
10
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF 0.40%
Equity
Europe
Social/Environmental
Climate Change
34
Xtrackers MSCI World UCITS ETF 1C 0.04%
Equity
World
21,971
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hGBP acc 0.26%
Equity
World
Social/Environmental
Climate Change
156
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc) 0.35%
Equity
Europe
Social/Environmental
2,303
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc 0.55%
Equity
World
Social/Environmental
Climate Change
18
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.33%
Equity
Europe
Social/Environmental
34
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist) 1.02%
Equity
Europe
Fundamental/Quality
29
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist) 0.04%
Equity
World
139
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis 0.03%
Equity
World
43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc 0.11%
Equity
World
Social/Environmental
Climate Change
1,471
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc 0.38%
Equity
Europe
Social/Environmental
Climate Change
37
UBS Core MSCI Europe UCITS ETF EUR acc 0.26%
Equity
Europe
766
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation 0.14%
Equity
World
Social/Environmental
Catholic principles
173
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc 0.26%
Equity
World
Social/Environmental
Climate Change
216
Invesco STOXX Europe 600 UCITS ETF 0.24%
Equity
Europe
513
Amundi Prime All Country World UCITS ETF Dist 0.04%
Equity
World
5,233
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.25%
Equity
Europe
3,096
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0.29%
Equity
Europe
Social/Environmental
478
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist) 0.04%
Equity
World
Social/Environmental
97
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.04%
Equity
World
Social/Environmental
1,273
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc 0.01%
Equity
World
Social/Environmental
20
Xtrackers MSCI Europe UCITS ETF 1C 0.26%
Equity
Europe
7,678
BNP Paribas Easy STOXX Europe 600 UCITS ETF 0.24%
Equity
Europe
286
Amundi STOXX Europe 600 ESG II UCITS ETF Dist 0.29%
Equity
Europe
Social/Environmental
648
State Street SPDR MSCI Europe UCITS ETF EUR 0.27%
Equity
Europe
392
Xtrackers MSCI World Financials UCITS ETF 1C 0.24%
Equity
World
Financials
1,305
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) 0.92%
Equity
Europe
Value
123
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc) 0.04%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF 0.10%
Equity
World
Social/Environmental
Climate Change
530
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc) 0.40%
Equity
World
Fundamental/Quality
58
UBS MSCI World Socially Responsible UCITS ETF hCHF acc 0.17%
Equity
World
Social/Environmental
Climate Change
328
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist) 0.35%
Equity
Europe
Social/Environmental
5,053
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.05%
Equity
World
70
iShares MSCI Europe Quality Dividend Advanced UCITS ETF GBP Hedged (Dist) 0.46%
Equity
Europe
Dividend
3
Amundi MSCI World Swap UCITS ETF EUR Acc 0.04%
Equity
World
6,847
HSBC Developed World Screened Equity UCITS ETF USD 0.02%
Equity
World
Social/Environmental
Climate Change
476
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc 2.57%
Equity
United Kingdom
Social/Environmental
Climate Change
7
iShares MSCI World ex-USA UCITS ETF USD (Acc) 0.15%
Equity
World
3,265

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
 
Broker Rating Execution fee Account fee
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Detailed comparison of all offers
Source: justETF Research; as of 10/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
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** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable AG. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

Performance

Returns overview

YTD -22.54%
1 month -6.50%
3 months -6.37%
6 months -10.29%
1 year -41.36%
3 years +17.41%
5 years +61.53%
Since inception (MAX) +359.08%
2025 -14.69%
2024 +57.20%
2023 +73.88%
2022 -17.48%

Monthly returns in a heat map

Risk

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 returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 44.80%
Volatility 3 years 35.75%
Volatility 5 years 34.34%
Return per risk 1 year -0.92
Return per risk 3 years 0.15
Return per risk 5 years 0.29
Maximum drawdown 1 year -53.14%
Maximum drawdown 3 years -54.42%
Maximum drawdown 5 years -54.42%
Maximum drawdown since inception -54.42%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable).
There is no warranty for completeness, accuracy and correctness for the displayed information. (en-CH)