PKO Bank Polski

ISIN PLPKO0000016

WKN A0DLEV

Market cap (in EUR)

33,032 m

Country

Poland

Sector

Finance

Dividend yield

4.81%

Overview

Quote

Description

PKO Bank Polski SA engages in the provision of banking services. The firm's services include account, cards and payments, loans and credits, savings and investments, and insurance. It operates through the Retail and Corporate and Investment segments. The Retail segment is composed of services for natural persons and small and medium entrepreneurs. The Corporate and Investment segment serves corporate clients and financial institutions. The company was founded on February 7, 1919 and is headquartered in Warsaw, Poland.

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Finance Banking International Banks Poland

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Financials

Key metrics

Market capitalisation, EUR	33,032 m
EPS, EUR	2.04
P/B ratio	2.6
P/E ratio	13.1
Dividend yield	4.81%

Income statement (2025)

Revenue, EUR	9,894 m
Net income, EUR	2,524 m
Profit margin	25.51%

What ETF is PKO Bank Polski in?

There are 199 ETFs which contain PKO Bank Polski. All of these ETFs are listed in the table below. The ETF with the largest weighting of PKO Bank Polski is the iShares MSCI Poland UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	48
HSBC MSCI Emerging Markets UCITS ETF USD	0.23%	Equity Emerging Markets	3,578
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	8
Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C	0.25%	Equity Europe Social/Environmental	10
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.03%	Equity World	294
iShares MSCI All Country World UCITS ETF USD (Dist)	0.03%	Equity World	34
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis	0.22%	Equity Emerging Markets	93
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	88
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	563
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.07%	Equity World	163
UBS MSCI EM Climate Paris Aligned UCITS ETF USD acc	0.61%	Equity Emerging Markets Social/Environmental Climate Change	717
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.18%	Equity Europe	3
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	879
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.53%	Equity Europe	11
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.18%	Equity Europe	22,040
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.03%	Equity World	43
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.18%	Equity Europe	15
Amundi MSCI Emerging Ex China ESG Selection UCITS ETF Acc	0.61%	Equity Emerging Markets Social/Environmental	908
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.17%	Equity Emerging Markets Social/Environmental Climate Change	8
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.07%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	106
State Street SPDR MSCI Emerging Markets UCITS ETF USD	0.25%	Equity Emerging Markets	1,888
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	74
WisdomTree True Emerging Markets UCITS ETF USD Unhedged Acc	1.02%	Equity Emerging Markets	29
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.03%	Equity World Multi-Factor Strategy	77
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,203
Amundi Core MSCI Emerging Markets UCITS ETF Acc	0.23%	Equity Emerging Markets	4,089
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	83
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Acc	0.83%	Equity Emerging Markets Dividend	0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.26%	Equity Europe Social/Environmental	132
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.06%	Equity World Dividend	10,386
iShares STOXX Europe 600 Banks UCITS ETF (DE)	1.13%	Equity Europe Financials	2,770
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist)	0.37%	Equity Emerging Markets Social/Environmental	156
Amundi Prime Europe UCITS ETF DR (D)	0.20%	Equity Europe	282
HSBC PLUS Emerging Markets Equity Quant Active UCITS ETF USD Acc	0.09%	Equity Emerging Markets Multi-Factor Strategy	122
Amundi MSCI Emerging Markets Swap UCITS ETF USD Acc	0.23%	Equity Emerging Markets	1,386
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.23%	Equity Emerging Markets	1,099
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.17%	Equity Europe Social/Environmental Climate Change	7
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	62
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	0.19%	Equity Europe	967
First Trust Global Equity Income UCITS ETF Acc	0.47%	Equity World Fundamental/Quality	42
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	3,433
iShares STOXX Europe 600 UCITS ETF (DE)	0.19%	Equity Europe	9,606
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.03%	Equity World	217
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	1,976
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	3,780
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.06%	Equity World Dividend	3,269
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	80
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.18%	Equity Europe	8
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.26%	Equity Emerging Markets Social/Environmental	35
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,642
iShares FTSE All-World UCITS ETF USD (Dist)	0.03%	Equity World	1
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)	0.37%	Equity Emerging Markets Social/Environmental	1,385
BNP Paribas Easy MSCI Emerging UCITS ETF EUR Acc	0.23%	Equity Emerging Markets	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	215
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1C	0.23%	Equity Emerging Markets	853
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	17
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	20
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.18%	Equity Europe	139
UBS MSCI EM SF UCITS ETF USD acc	0.23%	Equity Emerging Markets	136
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist	0.23%	Equity Emerging Markets	5,459
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.18%	Equity Europe	1,518
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	1.62%	Equity Emerging Markets Dividend	178
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	110
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.03%	Equity World	1,939
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	62
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	23,862
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	18,264
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	2
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	1.62%	Equity Emerging Markets Dividend	81
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
UBS MSCI EM ex China UCITS ETF USD acc	0.28%	Equity Emerging Markets	87
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.03%	Equity World	71
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF Acc	0.20%	Equity Emerging Markets Social/Environmental Climate Change	1,800
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.19%	Equity Europe	4,843
Xtrackers Stoxx Europe 600 II UCITS ETF 1D	0.18%	Equity Europe	5
Amundi MSCI Emerging Ex China Swap UCITS ETF Acc	0.29%	Equity Emerging Markets	4,163
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1D	0.23%	Equity Emerging Markets	195
Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc	0.23%	Equity Emerging Markets	4,084
Invesco RAFI Emerging Markets Fundamental Value UCITS ETF Dist	0.12%	Equity Emerging Markets Value	86
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	1,126
Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF	0.61%	Equity Emerging Markets Social/Environmental Climate Change	7
iShares FTSE All-World UCITS ETF USD (Acc)	0.03%	Equity World	34
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.03%	Equity World	2,202
iShares MSCI EM UCITS ETF (Dist)	0.23%	Equity Emerging Markets	8,404
iShares MSCI EM Swap UCITS ETF USD (Acc)	0.23%	Equity Emerging Markets	220
Amundi MSCI Emerging Markets Swap II UCITS ETF EUR Acc	0.23%	Equity Emerging Markets	880
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.17%	Equity Emerging Markets Social/Environmental Climate Change	31
Invesco RAFI All-World Fundamental Value UCITS ETF	0.04%	Equity World Value	424
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental	5
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.03%	Equity World	103
iShares Core MSCI Emerging Markets IMI UCITS ETF	0.20%	Equity Emerging Markets	1,420
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	29
iShares MSCI EM UCITS ETF (Acc)	0.23%	Equity Emerging Markets	8,909
BNP Paribas Easy MSCI Emerging ex China UCITS ETF Acc	0.29%	Equity Emerging Markets	46
Xtrackers MSCI Emerging Markets UCITS ETF 1C	0.23%	Equity Emerging Markets	11,929
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.18%	Equity Europe	4,290
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	3,462
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	6,130
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.23%	Equity World	29
BNP Paribas Easy MSCI Emerging ex China UCITS ETF EUR Acc	0.29%	Equity Emerging Markets	1
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Dist)	0.39%	Equity Emerging Markets Social/Environmental	0
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	140
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	8,393
Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C	0.29%	Equity Emerging Markets	146
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.25%	Equity Europe	3,674
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.21%	Equity Emerging Markets Social/Environmental	1,111
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	244
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.03%	Equity World	50
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	117
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,191
Invesco MSCI Emerging Markets ESG Climate Paris Aligned UCITS ETF Acc	0.83%	Equity Emerging Markets Social/Environmental Climate Change	138
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	676
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.03%	Equity World	1,660
UBS Core MSCI EM UCITS ETF USD dis	0.22%	Equity Emerging Markets	2,699
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.03%	Equity World	2,529
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.07%	Equity World	11
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	240
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.03%	Equity World	90
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	6,579
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD	0.48%	Equity Emerging Markets Social/Environmental	2,838
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.26%	Equity Emerging Markets Social/Environmental	1,977
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	4,248
Scalable MSCI AC World Xtrackers UCITS ETF 1D	0.03%	Equity World	870
Robeco 3D EM Equity UCITS ETF USD Dis	0.10%	Equity Emerging Markets Social/Environmental	30
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)	0.20%	Equity Emerging Markets	37,387
BNP Paribas Easy MSCI Emerging UCITS ETF Acc	0.23%	Equity Emerging Markets	69
UBS MSCI ACWI SF UCITS ETF USD acc	0.03%	Equity World	4,046
First Trust Global Equity Income UCITS ETF Dist	0.47%	Equity World Fundamental/Quality	53
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	18
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	351
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,870
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)	0.21%	Equity Emerging Markets Social/Environmental	5,197
BNP Paribas Easy STOXX Europe 600 UCITS ETF	0.18%	Equity Europe	1,121
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist)	0.32%	Equity Emerging Markets Social/Environmental	1,057
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.18%	Equity Europe	55
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	1
Amundi MSCI Emerging Markets Swap II UCITS ETF USD Acc	0.23%	Equity Emerging Markets	39
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Acc)	0.32%	Equity Emerging Markets Social/Environmental	7,157
Amundi STOXX Europe 600 Banks UCITS ETF Acc	1.13%	Equity Europe Financials	2,738
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc	0.33%	Equity Emerging Markets Multi-Factor Strategy	171
L&G Europe ex UK Equity UCITS ETF	0.24%	Equity Europe Social/Environmental	515
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc	0.21%	Equity Emerging Markets Social/Environmental	150
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Acc)	0.39%	Equity Emerging Markets Social/Environmental	379
Amundi Prime Europe UCITS ETF DR (C)	0.20%	Equity Europe	343
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	481
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.17%	Equity Emerging Markets Social/Environmental Climate Change	217
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	366
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	55,662
Amundi MSCI Emerging Markets ESG Selection UCITS ETF Acc	0.41%	Equity Emerging Markets Social/Environmental	955
Amundi Core Stoxx Europe 600 UCITS ETF Dist	0.18%	Equity Europe	5
Fidelity Emerging Markets Quality Income UCITS ETF ACC-USD	0.96%	Equity Emerging Markets Dividend	104
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	246
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.03%	Equity World	77
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.26%	Equity Emerging Markets Social/Environmental	179
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	61
iShares MSCI All Country World UCITS ETF USD (Acc)	0.03%	Equity World	31,438
iShares STOXX Europe 600 Banks UCITS ETF (DE) (Acc)	1.13%	Equity Europe Financials	0
HSBC MSCI Emerging Markets UCITS ETF USD (Acc)	0.23%	Equity Emerging Markets	1,636
Amundi STOXX Europe 600 Banks UCITS ETF Dist	1.13%	Equity Europe Financials	106
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,798
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	23
Amundi Core MSCI ACWI Swap UCITS ETF Acc	0.03%	Equity World	101
UBS Core MSCI EM UCITS ETF USD acc	0.22%	Equity Emerging Markets	7,805
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,487
Xtrackers FTSE All-World UCITS ETF 1C	0.03%	Equity World	186
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	291
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF	0.22%	Equity Emerging Markets Social/Environmental	1,737
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.03%	Equity World	131
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc	0.23%	Equity Emerging Markets	5,230
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.18%	Equity Europe	10
Robeco 3D EM Equity UCITS ETF USD Acc	0.10%	Equity Emerging Markets Social/Environmental	906
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	35
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,799
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Dist	0.83%	Equity World Dividend	90
Fidelity Emerging Markets Quality Income UCITS ETF INC-USD	0.96%	Equity Emerging Markets Dividend	139
Invesco MSCI Emerging Markets UCITS ETF Acc	0.23%	Equity Emerging Markets	440
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist	0.23%	Equity Emerging Markets	93
iShares MSCI Poland UCITS ETF USD (Acc)	19.58%	Equity Poland	1,003
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.26%	Equity Europe Social/Environmental	35
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C	0.28%	Equity Emerging Markets Social/Environmental Climate Change	36
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.03%	Equity World	43
Invesco STOXX Europe 600 UCITS ETF	0.18%	Equity Europe	520
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	213
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	5,300
iShares MSCI EM ex-China UCITS ETF USD (Dist)	0.29%	Equity Emerging Markets	1,095
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.19%	Equity Europe	3,233
HSBC MSCI Emerging Markets Climate Paris Aligned UCITS ETF	0.61%	Equity Emerging Markets Social/Environmental Climate Change	33
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,280
BNP Paribas Easy STOXX Europe 600 UCITS ETF	0.18%	Equity Europe	292
iShares MSCI EM ex-China UCITS ETF USD (Acc)	0.29%	Equity Emerging Markets	4,587
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	6
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	72
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.25%	Equity Europe	1,679
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	486

Performance

Returns overview

YTD	+27.68%
1 month	-8.05%
3 months	-1.94%
6 months	+15.26%
1 year	+42.39%
3 years	+168.22%
5 years	+148.60%
Since inception (MAX)	+236.33%
2025	+44.91%
2024	+19.93%
2023	+79.08%
2022	-32.85%

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).