Halma Plc
ISIN GB0004052071
|WKN 865047
Overview
Quote
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Description
Halma Plc is a holding company which engages in the development, production and sale of hazard and life protection products. It operates through the following segments: Process Safety, Infrastructure Safety, Medical, and Environmental and Analysis. The Process Safety segment offers products to protect people and assets at work such as interlocks that control critical processes safely; instruments that detect flammable and hazardous gases; explosion protection and pressure relief systems, and corrosion monitoring products. The Infrastructure Safety segment offers life protection in infrastructure and for save movement such as fire detection systems, smoke detectors, fire suppression, people and vehicle flow solutions, security solutions, and elevator safety products. The Medical segment specializes in devices that assess eye health, assist with eye surgery and primary care applications, critical fluidic components used by medical diagnostic original equipment manufacturers, and laboratories; sensor technologies used in hospitals to track assets and support patient and staff safety. The Environmental and Analysis segment relates to products and technologies for analysis in environmental safety and life sciences markets such as opto-electronic technology and sensors. The company was founded in 1894 and is headquartered in Amersham, the United Kingdom.
Industrials Industrial Manufacturing Machinery Manufacturing United Kingdom
Chart
Financials
Key metrics
| Market capitalisation, EUR | 9,657.41 m |
| EPS, EUR | - |
| P/B ratio | 4.99 |
| P/E ratio | 34.63 |
| Dividend yield | 0.95% |
Income statement (2022)
| Revenue, EUR | 2,147.19 m |
| Net income, EUR | 271.76 m |
| Profit margin | 12.66% |
What ETF is Halma Plc in?
There are 218 ETFs which contain Halma Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Halma Plc is the CIRCA5000 Sustainable Food & Biodiversity UCITS ETF USD ACC.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc) | 0.10% | Equity Europe | 423 | 0.15% | 6 | - | A3EP8G | IE0008F9FCT2 |
| UBS ETF (IE) MSCI World UCITS ETF (hedged to CHF) A-acc | 0.02% | Equity World | 1,465 | 0.13% | 2 | - | A3EYDY | IE000N6LBS91 |
| iShares MSCI UK IMI ESG Leaders UCITS ETF GBP (Dist) | 1.12% | Equity United Kingdom Social/Environmental | 161 | 0.15% | 38 | +5.81% | A2QGKT | IE00BMDBMH44 |
| iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) | 0.45% | Equity United Kingdom | 102 | 0.20% | 138 | +9.24% | A2H5ET | IE00BYZ28W67 |
| iShares STOXX Europe Large 200 UCITS ETF (DE) | 0.12% | Equity Europe Large Cap | 200 | 0.21% | 88 | +11.19% | 593398 | DE0005933980 |
| iShares Core MSCI Europe UCITS ETF EUR (Acc) | 0.10% | Equity Europe | 424 | 0.12% | 7,070 | +10.37% | A0RPWG | IE00B4K48X80 |
| SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc) | 0.08% | Equity World Social/Environmental Climate Change | 540 | 0.15% | 4 | +20.21% | A3C9EV | IE00BYTH5594 |
| UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 0.10% | Equity Europe | 425 | 0.10% | 269 | +10.43% | A0X97P | LU0446734104 |
| Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc | 0.06% | Equity World Social/Environmental Climate Change | 598 | 0.19% | 7 | +17.85% | A3CYEV | IE000V93BNU0 |
| Xtrackers MSCI World ex USA UCITS ETF 1C | 0.06% | Equity World | 850 | 0.15% | 30 | - | DBX0VH | IE0006WW1TQ4 |
| Rize Sustainable Future of Food UCITS ETF | 2.10% | Equity World Social/Environmental Future of Food | 50 | 0.45% | 134 | -8.38% | A2P876 | IE00BLRPQH31 |
| L&G Global Thematic ESG Exclusions UCITS ETF USD Accumulating | 0.22% | Equity World Social/Environmental Innovation | 361 | 0.60% | 4 | -0.31% | A3DHPA | IE000VTOHNZ0 |
| JPMorgan UK Equity Core UCITS ETF GBP (acc) | 0.07% | Equity United Kingdom | 162 | 0.25% | 181 | +9.94% | A3DMXR | IE0009YQE5W1 |
| UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to USD) A-acc | 0.47% | Equity United Kingdom | 83 | 0.23% | 459 | +7.10% | A14ME5 | LU1169821458 |
| iShares MSCI UK UCITS ETF (Acc) | 0.46% | Equity United Kingdom | 83 | 0.33% | 113 | +7.83% | A0YEDT | IE00B539F030 |
| Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C | 0.23% | Equity Europe Social/Environmental | 268 | 0.30% | 7 | - | DBX0UR | IE000VMAR5O6 |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis | 0.02% | Equity World | 1,465 | 0.10% | 225 | +21.33% | A1JVCA | IE00B7KQ7B66 |
| BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist | 0.37% | Equity Europe Social/Environmental Climate Change | 100 | 0.31% | 17 | - | A3DRT2 | LU1377382442 |
| HANetf iClima Global Decarbonisation Enablers UCITS ETF | 0.75% | Equity World Social/Environmental Climate Change | 156 | 0.65% | 22 | -10.47% | A2QG4B | IE00BNC1F287 |
| HSBC MSCI Europe Islamic ESG UCITS ETF EUR (Acc) | 0.55% | Equity Europe Social/Environmental Islamic Investing | 112 | 0.30% | 11 | +11.25% | A3D1V0 | IE000AGFZM58 |
| Deka MSCI World Climate Change ESG UCITS ETF | 0.02% | Equity World Social/Environmental Climate Change | 1,227 | 0.26% | 743 | +25.41% | ETFL58 | DE000ETFL581 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged | 0.01% | Equity World Social/Environmental | 2,017 | 0.37% | 7 | +17.01% | DBX0R5 | IE000VXC51U5 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.02% | Equity World Social/Environmental | 5,853 | 0.24% | 263 | +20.42% | A2QL8V | IE00BNG8L385 |
| iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc) | 0.19% | Equity Europe Social/Environmental Climate Change | 277 | 0.15% | 10 | +8.93% | A3CPAH | IE00BL6K8C82 |
| Vanguard FTSE 100 UCITS ETF (GBP) Accumulating | 0.45% | Equity United Kingdom | 102 | 0.09% | 1,288 | +8.56% | A2PFN4 | IE00BFMXYP42 |
| Amundi Stoxx Europe 600 UCITS ETF Acc | 0.11% | Equity Europe | 601 | 0.07% | 7,262 | +10.35% | LYX0Q0 | LU0908500753 |
| Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) | 0.12% | Equity Europe Social/Environmental | 488 | 0.18% | 702 | +9.74% | A2H57X | LU1681040223 |
| Amundi MSCI Europe II UCITS ETF Acc | 0.11% | Equity Europe | 431 | 0.25% | 773 | +9.99% | A0JDGC | FR0010261198 |
| Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged | 0.09% | Equity Europe | 602 | 0.25% | 8 | +9.84% | DBX0QN | LU1772333404 |
| Invesco FTSE All Share ESG Climate UCITS ETF Dist | 0.94% | Equity United Kingdom Social/Environmental Climate Change | 81 | 0.12% | 41 | +5.57% | A2QMP9 | IE00BN7J5Z03 |
| iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) | 0.09% | Equity World Social/Environmental Climate Change | 597 | 0.20% | 48 | +20.18% | A2QQYX | IE00BMXC7W70 |
| SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) | 0.02% | Equity World | 2,377 | 0.45% | 48 | +21.81% | A2JQU4 | IE00BF1B7272 |
| iShares Core FTSE 100 UCITS ETF GBP (Acc) | 0.45% | Equity United Kingdom | 102 | 0.07% | 2,488 | +8.28% | A0YEDM | IE00B53HP851 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.01% | Equity World | 2,040 | 0.20% | 1 | - | A3EC3H | IE0006VDD4K1 |
| SPDR FTSE UK All Share UCITS ETF | 0.39% | Equity United Kingdom | 557 | 0.20% | 81 | +8.39% | A2JHMP | IE00BD5FCF91 |
| Xtrackers MSCI World UCITS ETF 1D | 0.02% | Equity World | 1,469 | 0.12% | 2,525 | +21.40% | A1XEY2 | IE00BK1PV551 |
| Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (D) | 0.05% | Equity World Technology Social/Environmental | 99 | 0.18% | 23 | +43.28% | A3DSTH | IE000GEHNQU9 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis | 0.02% | Equity World Social/Environmental | 2,013 | 0.23% | 771 | +18.78% | A2PL57 | IE00BDQZMX67 |
| HSBC MSCI World UCITS ETF EUR Hedged (Acc) | 0.01% | Equity World | 1,401 | 0.18% | 199 | +17.85% | A3DV0F | IE000QMIHY81 |
| First Trust United Kingdom AlphaDEX UCITS ETF Acc | 0.46% | Equity United Kingdom Multi-Factor Strategy | 75 | 0.65% | 7 | +12.47% | A1T862 | IE00B8X9NZ57 |
| iShares MSCI Europe Mid Cap UCITS ETF | 0.63% | Equity Europe Mid Cap | 232 | 0.15% | 7 | +7.53% | A2DRG1 | IE00BYXYX745 |
| L&G Clean Water UCITS ETF | 2.04% | Equity World Social/Environmental Water | 53 | 0.49% | 373 | +17.86% | A2PM52 | IE00BK5BC891 |
| iShares Core MSCI Europe UCITS ETF EUR (Dist) | 0.10% | Equity Europe | 423 | 0.12% | 7,484 | +10.39% | A0MZWQ | IE00B1YZSC51 |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating | 0.13% | Equity Europe Social/Environmental | 1,057 | 0.12% | 68 | +10.27% | A3DJTF | IE000QUOSE01 |
| iShares Core FTSE 100 UCITS ETF (Dist) | 0.45% | Equity United Kingdom | 102 | 0.07% | 13,500 | +8.30% | 552752 | IE0005042456 |
| Amundi Prime Europe UCITS ETF DR (D) | 0.10% | Equity Europe | 445 | 0.05% | 55 | +11.13% | A2PBLF | LU1931974262 |
| HSBC MSCI World Climate Paris Aligned UCITS ETF | 0.09% | Equity World Social/Environmental Climate Change | 589 | 0.18% | 430 | +19.61% | A3CRZX | IE00BP2C1V62 |
| Amundi Index ETF MSCI Europe UCITS ETF DR (C) | 0.11% | Equity Europe | 430 | 0.15% | 1,882 | +9.90% | A2ATYJ | LU1437015735 |
| Invesco FTSE All Share ESG Climate UCITS ETF Acc | 0.94% | Equity United Kingdom Social/Environmental Climate Change | 81 | 0.12% | 112 | +5.36% | A3C4YX | IE0003RA2ZR3 |
| iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) | 0.10% | Equity Europe | 599 | 0.20% | 504 | +10.57% | A2QP4B | DE000A2QP4B6 |
| iShares STOXX Europe 600 UCITS ETF (DE) | 0.10% | Equity Europe | 599 | 0.20% | 5,946 | +10.33% | 263530 | DE0002635307 |
| HSBC MSCI World UCITS ETF USD | 0.01% | Equity World | 1,401 | 0.15% | 8,406 | +21.77% | A1C9KK | IE00B4X9L533 |
| L&G Europe ESG Exclusions Paris Aligned UCITS ETF EUR Accumulating | 0.11% | Equity Europe Social/Environmental Climate Change | 478 | 0.16% | 570 | +9.01% | A2PRHB | IE00BKLTRN76 |
| L&G Global Equity UCITS ETF | 0.01% | Equity World Social/Environmental | 1,237 | 0.10% | 104 | +21.56% | A2N4PQ | IE00BFXR5S54 |
| Amundi MSCI World Climate Net Zero Ambition PAB UCITS ETF Acc (C) | 0.07% | Equity World Social/Environmental Climate Change | 591 | 0.20% | 501 | - | ETF141 | IE000CL68Z69 |
| Invesco MSCI World ESG Universal Screened UCITS ETF Acc | 0.03% | Equity World Social/Environmental | 1,367 | 0.19% | 125 | +21.52% | A2PHLM | IE00BJQRDK83 |
| BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF | 0.37% | Equity Europe Social/Environmental Climate Change | 100 | 0.31% | 1,275 | +6.38% | A2DPX9 | LU1377382368 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis | 0.02% | Equity World Social/Environmental | 2,013 | 0.26% | 34 | +15.22% | A2H5B6 | IE00BDQZN667 |
| Xtrackers MSCI UK ESG UCITS ETF 1D | 0.93% | Equity United Kingdom Social/Environmental | 116 | 0.18% | 380 | +3.67% | DBX1FA | LU0292097747 |
| BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc | 0.08% | Equity World Social/Environmental Climate Change | 301 | 0.31% | 26 | +28.49% | A3CPT0 | LU2194449075 |
| JPMorgan UK Equity Core UCITS ETF GBP (dist) | 0.07% | Equity United Kingdom | 162 | 0.25% | 40 | +7.90% | A3DMXS | IE000TZT3JJ0 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc | 0.02% | Equity World Social/Environmental | 2,013 | 0.26% | 651 | +15.08% | A2H5B5 | IE00BDQZN774 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR EUR (D) | 3.05% | Equity United Kingdom Social/Environmental | 98 | 0.18% | 2 | +5.73% | A3CV84 | LU2368674631 |
| HSBC Europe Sustainable Equity UCITS ETF EUR (Dist) | 0.02% | Equity Europe Social/Environmental | 246 | 0.15% | 1 | +6.78% | A3DN5G | IE000WARATZ3 |
| iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) | 0.19% | Equity Europe Social/Environmental Climate Change | 277 | 0.15% | 28 | +8.92% | A3CRWC | IE000HH3SU50 |
| iShares Core MSCI World UCITS ETF GBP Hedged (Dist) | 0.02% | Equity World | 1,467 | 0.30% | 956 | +22.33% | A2DRG6 | IE00BD45YS76 |
| UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis | 0.47% | Equity United Kingdom | 83 | 0.20% | 68 | +6.77% | A12A7K | LU1107559533 |
| BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc | 0.02% | Equity World Social/Environmental | 980 | 0.15% | 0 | - | A3DT3G | IE0008FB2WZ1 |
| Amundi MSCI World UCITS ETF Acc (C) | 0.02% | Equity World | 1,467 | 0.12% | 1,074 | - | ETF146 | IE000BI8OT95 |
| HSBC MSCI Europe UCITS ETF EUR (Acc) | 0.10% | Equity Europe | 421 | 0.10% | 8 | +10.30% | A3DN5F | IE000ZQOIPB1 |
| Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A) | 0.05% | Equity World Technology Social/Environmental | 99 | 0.18% | 261 | +43.21% | A3DSTG | IE000E7EI9P0 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.03% | Equity World Multi-Factor Strategy | 1,108 | 0.40% | 34 | +14.18% | A2DR4K | LU1602145119 |
| IndexIQ Factors Sustainable Europe Equity UCITS ETF | 0.11% | Equity Europe Social/Environmental | 259 | 0.25% | 175 | +7.24% | A2DTUZ | LU1603795458 |
| UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) A-acc | 0.09% | Equity World Social/Environmental Climate Change | 592 | 0.15% | 7 | +20.16% | A2QNQJ | IE00BN4Q0370 |
| HSBC UK Sustainable Equity UCITS ETF GBP (Dist) | 1.05% | Equity United Kingdom Social/Environmental | 60 | 0.12% | 10 | +5.00% | A3DQXA | IE00046S3PW1 |
| Xtrackers MSCI World UCITS ETF 2D - GBP Hedged | 0.02% | Equity World | 1,469 | 0.17% | 133 | +22.45% | A2DF98 | IE00BZ1BS790 |
| UBS ETF (IE) MSCI Europe Climate Paris Aligned UCITS ETF (EUR) A-acc | 0.20% | Equity Europe Social/Environmental Climate Change | 240 | 0.15% | 5 | +8.12% | A2QNQM | IE00BN4Q0933 |
| UBS ETF (LU) MSCI Europe UCITS ETF (hedged to EUR) A-acc | 0.10% | Equity Europe | 425 | 0.13% | 55 | +9.59% | A2DQDG | LU1600334798 |
| iShares Core MSCI World UCITS ETF USD (Acc) | 0.02% | Equity World | 1,467 | 0.20% | 64,875 | +21.36% | A0RPWH | IE00B4L5Y983 |
| Xtrackers Stoxx Europe 600 UCITS ETF 1D | 0.09% | Equity Europe | 602 | 0.07% | 143 | +10.56% | DBX0TR | LU2581375156 |
| iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) | 1.80% | Equity Europe Technology | 18 | 0.18% | 375 | +22.75% | A2QBZ3 | IE00BMW42413 |
| Amundi Index MSCI Europe UCITS ETF DR EUR (D) | 0.11% | Equity Europe | 430 | 0.15% | 337 | +10.08% | A2H9QZ | LU1737652310 |
| SPDR MSCI World UCITS ETF EUR Hedged (Acc) | 0.02% | Equity World | 1,448 | 0.17% | 144 | - | A3EG2U | IE000BZ1HVL2 |
| Vanguard FTSE All-World UCITS ETF Distributing | 0.02% | Equity World | 3,651 | 0.22% | 12,589 | +19.88% | A1JX52 | IE00B3RBWM25 |
| SPDR MSCI Europe Climate Paris Aligned UCITS ETF EUR Unhedged (Acc) | 0.19% | Equity Europe Social/Environmental Climate Change | 235 | 0.15% | 1 | +7.85% | A3C9ER | IE00BYTH5487 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to CHF) A-dis | 1.05% | Equity United Kingdom Social/Environmental | 164 | 0.26% | 14 | -2.51% | A141GX | IE00BZ0RTB90 |
| Deka MSCI Europe UCITS ETF | 0.10% | Equity Europe | 424 | 0.30% | 1,039 | +9.99% | ETFL28 | DE000ETFL284 |
| SPDR MSCI ACWI UCITS ETF | 0.02% | Equity World | 2,377 | 0.40% | 2,577 | +19.68% | A1JJTC | IE00B44Z5B48 |
| UBS ETF (LU) MSCI Europe UCITS ETF (hedged to CHF) A-acc | 0.10% | Equity Europe | 425 | 0.13% | 45 | +7.96% | A2DQQA | LU1589327680 |
| HSBC MSCI World Islamic ESG UCITS ETF USD (Acc) | 0.11% | Equity World Social/Environmental Islamic Investing | 323 | 0.30% | 42 | +17.49% | A3D1V2 | IE000X9FTI22 |
| Amundi MSCI World V UCITS ETF Acc | 0.02% | Equity World | 1,470 | 0.12% | 4,397 | +21.45% | LYX0YD | LU1781541179 |
| Vanguard FTSE Developed Europe UCITS ETF Distributing | 0.10% | Equity Europe | 552 | 0.10% | 2,773 | +10.83% | A1T8FS | IE00B945VV12 |
| L&G UK Equity UCITS ETF | 0.47% | Equity United Kingdom Social/Environmental | 90 | 0.05% | 112 | +9.23% | A2N4PP | IE00BFXR5R48 |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) | 0.00% | Equity World Social/Environmental | 1,273 | 0.20% | 406 | +18.83% | A2PDNV | IE00BG11HV38 |
| Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) | 0.23% | Equity Europe Equal Weighted | 478 | 0.30% | 118 | +7.19% | A1JH12 | LU0599613147 |
| Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc | 0.14% | Equity Europe Social/Environmental | 387 | 0.16% | 157 | +9.76% | A2PHLN | IE00BJQRDL90 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR GBP (C) | 3.05% | Equity United Kingdom Social/Environmental | 98 | 0.18% | 40 | +5.79% | A2ATZT | LU1437025296 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.02% | Equity World Social/Environmental | 5,853 | 0.24% | 315 | +20.37% | A2QL8U | IE00BNG8L278 |
| Amundi Index MSCI Europe ESG Broad CTB UCITS ETF - EUR (D) | 0.13% | Equity Europe Social/Environmental Climate Change | 391 | 0.12% | 1 | - | ETF095 | LU2678230652 |
| SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD | 0.07% | Equity World Social/Environmental Climate Change | 787 | 0.20% | 4 | +17.63% | A3C9EW | IE00BYTH5370 |
| SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist) | 0.78% | Equity United Kingdom Dividend | 34 | 0.30% | 118 | +3.15% | A1JT1C | IE00B6S2Z822 |
| Invesco S&P World Information Technology ESG UCITS ETF Acc | 0.08% | Equity World Technology Social/Environmental | 92 | 0.18% | 4 | +47.12% | A3D3BD | IE000Q0IU5T1 |
| Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR) | 0.73% | Equity Europe Social/Environmental Climate Change | 139 | 0.17% | 200 | +5.72% | A2DVG2 | LU1655103486 |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc | 0.02% | Equity World | 1,465 | 0.10% | 40 | +21.36% | A2PK5J | IE00BD4TXV59 |
| JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) | 0.07% | Equity World Social/Environmental Climate Change | 418 | 0.19% | 1,208 | +19.11% | A2P4WJ | IE00BMDWYZ92 |
| HSBC UK Sustainable Equity UCITS ETF GBP | 1.05% | Equity United Kingdom Social/Environmental | 60 | 0.12% | 14 | +4.99% | A2PXVP | IE00BKY53D40 |
| iShares Core MSCI World UCITS ETF USD (Dist) | 0.02% | Equity World | 1,467 | 0.20% | 267 | - | A3EP8F | IE000OHHIBC6 |
| Xtrackers FTSE 100 UCITS ETF 1C | 0.45% | Equity United Kingdom | 100 | 0.09% | 55 | +8.26% | DBX0NF | LU0838780707 |
| iShares Automation & Robotics UCITS ETF | 1.16% | Equity World Technology Social/Environmental Robotics & Automation | 153 | 0.40% | 3,075 | +18.41% | A2ANH0 | IE00BYZK4552 |
| Deka MSCI Europe MC UCITS ETF | 0.61% | Equity Europe Mid Cap | 233 | 0.30% | 15 | +7.27% | ETFL29 | DE000ETFL292 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.01% | Equity World | 2,040 | 0.20% | 2 | - | A3EC3G | IE000UJC4MR1 |
| iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) | 0.63% | Equity Europe Mid Cap | 232 | 0.15% | 65 | +7.61% | A2DRG3 | IE00BF20LF40 |
| Amundi MSCI Europe PAB Net Zero Ambition UCITS ETF Acc | 0.22% | Equity Europe Social/Environmental Climate Change | 239 | 0.18% | 98 | +8.21% | A2P6NH | LU2130768844 |
| Xtrackers STOXX Europe 600 UCITS ETF 1C | 0.09% | Equity Europe | 602 | 0.20% | 2,348 | +10.53% | DBX1A7 | LU0328475792 |
| UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 0.02% | Equity World | 1,474 | 0.30% | 1,119 | +20.99% | A0NCFR | LU0340285161 |
| iShares Smart City Infrastructure UCITS ETF USD (Acc) | 0.95% | Equity World Infrastructure Social/Environmental | 143 | 0.40% | 235 | +13.59% | A2PQUB | IE00BKTLJC87 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.02% | Equity World | 2,120 | 0.12% | 2,128 | +21.02% | A2PLS9 | IE00BK5BQV03 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.03% | Equity World Multi-Factor Strategy | 1,108 | 0.40% | 3 | - | A2DR4L | LU1602145200 |
| UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to EUR) A-acc | 0.47% | Equity United Kingdom | 83 | 0.23% | 450 | +4.32% | A14ME3 | LU1169821292 |
| SPDR MSCI Europe Technology UCITS ETF | 1.70% | Equity Europe Technology | 17 | 0.18% | 79 | +23.86% | A1191U | IE00BKWQ0K51 |
| CIRCA5000 Health & Wellbeing UCITS ETF USD ACC | 2.13% | Equity World Health Care Social/Environmental | 49 | 0.49% | 5 | - | IE0001EY64U4 | |
| BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc | 0.02% | Equity World Social/Environmental | 980 | 0.15% | 183 | - | A3D17Z | IE000W8HP9L8 |
| iShares Smart City Infrastructure UCITS ETF USD (Dist) | 0.95% | Equity World Infrastructure Social/Environmental | 143 | 0.40% | 54 | +13.94% | A2PQUC | IE00BKTLJB70 |
| SPDR MSCI ACWI IMI UCITS ETF | 0.01% | Equity World | 3,518 | 0.17% | 1,255 | +19.21% | A1JJTD | IE00B3YLTY66 |
| Lyxor MSCI World Catholic Principles ESG (DR) UCITS ETF - Acc | 0.05% | Equity World Social/Environmental | 773 | 0.30% | 188 | +26.11% | LYX988 | LU2216829809 |
| UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-acc | 0.47% | Equity United Kingdom | 83 | 0.20% | 1,099 | +8.74% | A1W3AB | LU0950670850 |
| SPDR MSCI World UCITS ETF | 0.02% | Equity World | 1,448 | 0.12% | 5,236 | +21.53% | A2N6CW | IE00BFY0GT14 |
| Vanguard FTSE 100 UCITS ETF Distributing | 0.45% | Equity United Kingdom | 102 | 0.09% | 4,433 | +8.35% | A1JX54 | IE00B810Q511 |
| UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to CHF) A-acc | 0.47% | Equity United Kingdom | 83 | 0.23% | 197 | +1.75% | A14ME1 | LU1169820997 |
| Deka MSCI World UCITS ETF Distribution | 0.02% | Equity World | 1,471 | 0.31% | 2,365 | +21.19% | ETFL50 | DE000ETFL508 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.02% | Equity World | 2,120 | 0.12% | 2,446 | +21.19% | A12CX1 | IE00BKX55T58 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc | 0.02% | Equity World Social/Environmental | 2,013 | 0.26% | 290 | +16.08% | A2H5B7 | IE00BDQZN337 |
| iShares Automation & Robotics UCITS ETF | 1.16% | Equity World Technology Social/Environmental Robotics & Automation | 153 | 0.40% | 152 | +18.34% | A2H5ES | IE00BYWZ0333 |
| UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis | 0.47% | Equity United Kingdom | 83 | 0.20% | 32 | +8.72% | A1W2HH | LU0937836467 |
| Xtrackers MSCI World UCITS ETF 2C - EUR Hedged | 0.02% | Equity World | 1,469 | 0.17% | 23 | - | DBX0VF | IE000ONQ3X90 |
| Xtrackers MSCI Europe ESG Screened UCITS ETF 1C | 0.11% | Equity Europe Social/Environmental | 384 | 0.12% | 59 | +10.37% | DBX1AT | LU0322253732 |
| SPDR MSCI World UCITS ETF GBP Hedged (Dist) | 0.02% | Equity World | 1,448 | 0.17% | 31 | - | A3EG2T | IE0005POVJH8 |
| Xtrackers MSCI World ESG Screened UCITS ETF 1D | 0.02% | Equity World Social/Environmental | 1,298 | 0.19% | 81 | +20.86% | A1W3F6 | IE00BCHWNQ94 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 1C | 0.01% | Equity World Social/Environmental | 2,017 | 0.25% | 3,480 | +20.05% | A1W8SB | IE00BGHQ0G80 |
| Invesco FTSE All-World UCITS ETF Acc | 0.01% | Equity World | 2,040 | 0.15% | 163 | - | A3D7QX | IE000716YHJ7 |
| Xtrackers MSCI World Climate Transition UCITS ETF | 0.03% | Equity World Social/Environmental Climate Change | 1,115 | 0.19% | 31 | +19.82% | DBX0TC | IE000P4AYI47 |
| iShares MSCI World Islamic UCITS ETF | 0.07% | Equity World Islamic Investing | 373 | 0.30% | 523 | +16.58% | A0NA46 | IE00B27YCN58 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR EUR (C) | 3.05% | Equity United Kingdom Social/Environmental | 98 | 0.18% | 28 | - | A2ATZS | LU1437025023 |
| iShares MSCI World ESG Screened UCITS ETF USD (Dist) | 0.02% | Equity World Social/Environmental | 1,343 | 0.20% | 452 | +22.68% | A2N6TE | IE00BFNM3K80 |
| iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) | 0.09% | Equity World Social/Environmental Climate Change | 597 | 0.20% | 50 | +18.82% | A2QR13 | IE00BN92ZL31 |
| HSBC MSCI World UCITS ETF CHF hedged | 0.01% | Equity World | 1,401 | 0.18% | 14 | - | A3ECM1 | IE000WMRNBB0 |
| iShares Edge MSCI World Size Factor UCITS ETF | 0.12% | Equity World Mid Cap | 837 | 0.30% | 212 | +10.85% | A12ATH | IE00BP3QZD73 |
| Amundi MSCI World UCITS ETF USD Dist (D) | 0.02% | Equity World | 1,467 | 0.12% | 820 | +21.28% | A3DH0A | IE000CNSFAR2 |
| iShares MSCI World ESG Screened UCITS ETF USD (Acc) | 0.02% | Equity World Social/Environmental | 1,343 | 0.20% | 2,112 | +22.87% | A2N6TD | IE00BFNM3J75 |
| iShares MSCI World CHF Hedged UCITS ETF (Acc) | 0.02% | Equity World | 1,467 | 0.55% | 1,038 | +15.26% | A1J78Z | IE00B8BVCK12 |
| Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist | 0.47% | Equity United Kingdom | 252 | 0.04% | 448 | +8.21% | LYX0YA | LU1781541096 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc | 0.02% | Equity World Social/Environmental | 2,013 | 0.26% | 101 | +20.00% | A2JHVY | IE00BDQZN550 |
| JPMorgan Carbon Transition Global Equity UCITS ETF EUR Hedged (acc) | 0.07% | Equity World Social/Environmental Climate Change | 418 | 0.19% | 3 | +16.09% | A3C4Y7 | IE000W95TAE6 |
| Amundi Stoxx Europe 600 UCITS ETF - EUR Hedged Dist | 0.11% | Equity Europe | 601 | 0.15% | 101 | +9.71% | LYX0WH | LU1574142243 |
| UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to EUR) A-dis | 0.47% | Equity United Kingdom | 83 | 0.23% | 3 | - | A14ME2 | LU1169821029 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc | 0.02% | Equity World Social/Environmental | 2,013 | 0.26% | 56 | +1.38% | A2H9EJ | IE00BYVHJM24 |
| HSBC MSCI Europe UCITS ETF EUR | 0.10% | Equity Europe | 421 | 0.10% | 172 | +10.66% | A1CY17 | IE00B5BD5K76 |
| UBS ETF (LU) FTSE 100 UCITS ETF (GBP) A-dis | 0.45% | Equity United Kingdom | 101 | 0.20% | 76 | +8.31% | 794362 | LU0136242590 |
| SPDR MSCI World Technology UCITS ETF | 0.07% | Equity World Technology | 159 | 0.30% | 546 | +36.95% | A2AE57 | IE00BYTRRD19 |
| Amundi Prime Europe UCITS ETF DR (C) | 0.10% | Equity Europe | 445 | 0.05% | 29 | +10.94% | A2PWMH | LU2089238039 |
| Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc | 0.65% | Equity Europe Social/Environmental Climate Change | 200 | 0.16% | 44 | +7.88% | A3CYEU | IE000TI21P14 |
| iShares MSCI World UCITS ETF (Dist) | 0.02% | Equity World | 1,467 | 0.50% | 6,262 | +20.96% | A0HGV0 | IE00B0M62Q58 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (GBP) A-dis | 1.05% | Equity United Kingdom Social/Environmental | 164 | 0.23% | 780 | +4.18% | A11477 | IE00BMP3HN93 |
| iShares Core MSCI World UCITS ETF EUR Hedged (Dist) | 0.02% | Equity World | 1,467 | 0.30% | 910 | +17.78% | A2PKSQ | IE00BKBF6H24 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.02% | Equity World | 3,651 | 0.22% | 10,012 | +19.89% | A2PKXG | IE00BK5BQT80 |
| HSBC Europe Sustainable Equity UCITS ETF EUR | 0.02% | Equity Europe Social/Environmental | 246 | 0.15% | 26 | +9.37% | A2PXVM | IE00BKY55W78 |
| HSBC MSCI World UCITS ETF USD (Acc) | 0.01% | Equity World | 1,401 | 0.15% | 137 | +21.55% | A3DN5J | IE000UQND7H4 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.00% | Equity World Multi-Factor Strategy | 3,070 | 0.50% | 36 | - | WELT0B | IE000FPWSL69 |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) | 0.00% | Equity World Social/Environmental | 1,273 | 0.20% | 3,754 | +19.12% | A2PCB4 | IE00BHZPJ569 |
| Xtrackers MSCI World UCITS ETF 3C - CHF Hedged | 0.02% | Equity World | 1,469 | 0.17% | 11 | - | IE0009KLWT21 | |
| UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to USD) A-dis | 0.47% | Equity United Kingdom | 83 | 0.23% | 7 | - | A14ME4 | LU1169821375 |
| Invesco FTSE RAFI Europe UCITS ETF | 0.03% | Equity Europe Fundamental/Quality | 494 | 0.39% | 8 | +12.86% | A0M2EC | IE00B23D8X81 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged | 0.01% | Equity World Social/Environmental | 2,017 | 0.37% | 8 | +22.45% | DBX0R8 | IE000WGF1X01 |
| Amundi Prime Global UCITS ETF DR (C) | 0.01% | Equity World | 1,475 | 0.05% | 307 | +21.62% | A2PWMK | LU2089238203 |
| HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) | 0.00% | Equity World Social/Environmental | 825 | 0.18% | 30 | +16.23% | A3DQV2 | IE000ZGT8JM8 |
| Amundi Index MSCI Europe ESG Broad CTB UCITS ETF DR EUR (C) | 0.13% | Equity Europe Social/Environmental Climate Change | 391 | 0.12% | 1,683 | +9.73% | A2H567 | LU1681042609 |
| BNP Paribas Easy MSCI Europe ESG Filtered Min TE UCITS ETF | 0.14% | Equity Europe Social/Environmental | 327 | 0.15% | 730 | +10.09% | A2AL1V | LU1291099718 |
| iShares MSCI ACWI UCITS ETF USD (Acc) | 0.02% | Equity World | 2,451 | 0.20% | 11,486 | +20.10% | A1JMDF | IE00B6R52259 |
| iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) | 0.12% | Equity Europe Social/Environmental | 389 | 0.12% | 2,755 | +12.00% | A2N48D | IE00BFNM3D14 |
| Xtrackers FTSE 100 UCITS ETF Income 1D | 0.45% | Equity United Kingdom | 100 | 0.09% | 76 | +8.30% | DBX1F1 | LU0292097234 |
| Xtrackers MSCI World Information Technology UCITS ETF 1C | 0.07% | Equity World Technology | 156 | 0.25% | 2,880 | +36.99% | A113FM | IE00BM67HT60 |
| SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) | 0.02% | Equity World | 2,377 | 0.45% | 392 | +16.43% | A2JQU5 | IE00BF1B7389 |
| Xtrackers MSCI Europe UCITS ETF 2C USD hedged | 0.10% | Equity Europe | 422 | 0.30% | 182 | +15.16% | DBX0PW | LU1184092051 |
| HSBC FTSE 100 UCITS ETF GBP | 0.46% | Equity United Kingdom | 100 | 0.07% | 623 | +8.53% | A0N9WS | IE00B42TW061 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.00% | Equity World Multi-Factor Strategy | 3,070 | 0.50% | 188 | - | WELT0A | IE0001UQQ933 |
| iShares MSCI World EUR Hedged UCITS ETF (Acc) | 0.02% | Equity World | 1,469 | 0.55% | 3,063 | +17.12% | A1C5E7 | IE00B441G979 |
| iShares Edge MSCI Europe Size Factor UCITS ETF | 0.47% | Equity Europe Mid Cap | 233 | 0.25% | 16 | +6.16% | A12DPQ | IE00BQN1KC32 |
| Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | 0.03% | Equity World Islamic Investing | 1,778 | 0.40% | - | +22.88% | A3C6Z0 | IE000UOXRAM8 |
| Xtrackers MSCI Europe Climate Transition UCITS ETF 1C | 0.24% | Equity Europe Social/Environmental Climate Change | 340 | 0.12% | 11 | +9.72% | DBX0TF | IE000N9MLVT1 |
| Invesco FTSE All-World UCITS ETF Dist | 0.01% | Equity World | 2,040 | 0.15% | 24 | - | A3D7QY | IE0000QLH0G6 |
| CIRCA5000 Sustainable Food & Biodiversity UCITS ETF USD ACC | 4.00% | Equity World Social/Environmental Future of Food | 41 | 0.49% | 5 | - | IE000I8Z08S6 | |
| WisdomTree UK Quality Dividend Growth UCITS ETF GBP | 0.71% | Equity United Kingdom Fundamental/Quality | 97 | 0.29% | 2 | - | A3EV92 | IE0003UH9270 |
| Amundi Prime Global UCITS ETF DR (D) | 0.01% | Equity World | 1,475 | 0.05% | 688 | +21.65% | A2PBLJ | LU1931974692 |
| Xtrackers MSCI Europe UCITS ETF 1D | 0.10% | Equity Europe | 422 | 0.12% | 124 | +10.31% | DBX0P1 | LU1242369327 |
| SPDR FTSE UK All Share UCITS ETF | 0.39% | Equity United Kingdom | 557 | 0.20% | 492 | +8.05% | A1JT1A | IE00B7452L46 |
| Xtrackers MSCI World UCITS ETF 1C | 0.02% | Equity World | 1,469 | 0.19% | 10,443 | +21.33% | A1XB5U | IE00BJ0KDQ92 |
| iShares MSCI Europe ESG Enhanced UCITS ETF EUR (Acc) | 0.03% | Equity Europe Social/Environmental | 388 | 0.12% | 1,270 | +9.85% | A2PCB5 | IE00BHZPJ783 |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing | 0.13% | Equity Europe Social/Environmental | 1,057 | 0.12% | 17 | +10.05% | A3DJQ9 | IE000NRGX9M3 |
| iShares MSCI World GBP Hedged UCITS ETF (Acc) | 0.02% | Equity World | 1,466 | 0.55% | 314 | +21.66% | A1C5E8 | IE00B42YS929 |
| First Trust United Kingdom AlphaDEX UCITS ETF Dist | 0.46% | Equity United Kingdom Multi-Factor Strategy | 75 | 0.65% | 3 | +12.07% | A2AFTR | IE00BD9N0445 |
| HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc | 0.20% | Equity Europe Social/Environmental Climate Change | 239 | 0.15% | 20 | +8.09% | A3CRZZ | IE00BP2C0316 |
| UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc | 0.08% | Equity World Social/Environmental Climate Change | 839 | 0.18% | 9 | +17.98% | A2QNQN | IE00BN4Q0P93 |
| Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating | 0.10% | Equity Europe | 552 | 0.10% | 764 | +10.81% | A2PLBK | IE00BK5BQX27 |
| iShares MSCI Europe ESG Screened UCITS ETF EUR (Dist) | 0.12% | Equity Europe Social/Environmental | 389 | 0.12% | 270 | +12.15% | A2N48E | IE00BFNM3F38 |
| Xtrackers World Biodiversity Focus SRI UCITS ETF 1C | 0.04% | Equity World Social/Environmental | 653 | 0.30% | 10 | - | DBX0UK | IE000E0V65D8 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc | 0.02% | Equity World Social/Environmental | 2,013 | 0.26% | 618 | +21.41% | A2H5B8 | IE00BDQZN113 |
| HSBC MULTI FACTOR WORLDWIDE EQUITY UCITS ETF USD (Acc) | 0.20% | Equity World Multi-Factor Strategy | 447 | 0.25% | 2 | +20.89% | A3DRF6 | IE0000378O66 |
| Xtrackers MSCI Europe UCITS ETF 1C | 0.10% | Equity Europe | 422 | 0.12% | 3,941 | +10.37% | DBX1ME | LU0274209237 |
| Amundi STOXX Europe 600 ESG II UCITS ETF Dist | 0.11% | Equity Europe Social/Environmental | 479 | 0.19% | 58 | +10.17% | ETF960 | DE000ETF9603 |
| SPDR MSCI Europe UCITS ETF | 0.12% | Equity Europe | 421 | 0.25% | 253 | +9.92% | A1191Q | IE00BKWQ0Q14 |
| iShares MSCI World Information Technology Sector ESG UCITS ETF USD (Dist) | 0.02% | Equity World Technology Social/Environmental | 159 | 0.18% | 493 | +44.86% | A2PHCC | IE00BJ5JNY98 |
| Amundi MSCI World Climate Paris Aligned PAB Umweltzeichen UCITS ETF DR EUR | 0.03% | Equity World Social/Environmental Climate Change | 1,016 | 0.25% | 98 | +26.53% | A3CWYD | FR0014003FW1 |
| iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 0.70% | Equity Europe Industrials | 108 | 0.46% | 199 | +18.05% | A0H08J | DE000A0H08J9 |
| iShares MSCI Europe ESG Enhanced UCITS ETF EUR (Dist) | 0.03% | Equity Europe Social/Environmental | 388 | 0.12% | 3,131 | +10.03% | A2PDNW | IE00BHZPJ676 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0.01% | Equity World | 2,040 | 0.20% | 0 | - | A3EKP3 | IE000SHR0UX9 |
| Deka MSCI Europe Climate Change ESG UCITS ETF | 0.14% | Equity Europe Social/Environmental Climate Change | 365 | 0.25% | 447 | +9.07% | ETFL56 | DE000ETFL565 |
| HSBC Developed World Sustainable Equity UCITS ETF USD | 0.00% | Equity World Social/Environmental | 825 | 0.18% | 189 | +17.26% | A2PXVJ | IE00BKY59K37 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to EUR) A-acc | 1.05% | Equity United Kingdom Social/Environmental | 164 | 0.26% | 33 | -1.58% | A2AH51 | IE00BYNQMK61 |
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.
Performance
Returns overview
| YTD | -2.78% |
| 1 month | -6.03% |
| 3 months | +0.54% |
| 6 months | +24.17% |
| 1 year | +0.74% |
| 3 years | -14.02% |
| 5 years | - |
| Since inception (MAX) | -1.37% |
| 2023 | +16.80% |
| 2022 | -40.76% |
| 2021 | +38.11% |
| 2020 | - |
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%.
Risk overview
| Volatility 1 year | 25.20% |
| Volatility 3 years | 29.86% |
| Volatility 5 years | - |
| Return per risk 1 year | 0.03 |
| Return per risk 3 years | -0.16 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -28.10% |
| Maximum drawdown 3 years | -45.89% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -45.89% |
Rolling 1 year volatility
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— 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.