3i Group Plc

ISIN GB00B1YW4409

 | 

WKN A0MU9Q

Marktkapitalisatie (in EUR)
31 871 M
Land
Grande-Bretagne
Sector
Finances
Dividendrendement
2,93%
 

Overzicht

Koers

Beschrijving

3i Group Plc exerce des activités de capital-investissement et de capital-risque. Il opère à travers les segments suivants : Private Equity, Infrastructure et Scandlines. Le segment Private Equity est impliqué dans l'investissement et la gestion d'actifs afin de générer des retours sur investissement. Le segment Infrastructure comprend l'investissement dans l'infrastructure économique et les projets de création dans les économies développées. Le segment Scandlines se concentre sur le rendement du capital à long terme. La société a été fondée en 1945 et a son siège à Londres, au Royaume-Uni.
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Finances Services d'investissement Grande-Bretagne

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 31 871 M
WPA, EUR -
KBV 0,9
K/W 4,1
Dividendrendement 2,93%

Compte de résultat (2024)

Omzet, EUR 2 010 M
Netto-inkomen, EUR 5 989 M
Winstmarge 297,93%

Quel ETF contient 3i Group Plc ?

Il y a 73 ETF qui contiennent 3i Group Plc. Tous ces ETF sont énumérés dans le tableau ci-dessous. L’ETF ayant la plus grande pondération de 3i Group Plc est le iShares STOXX Europe 600 Financial Services UCITS ETF (DE).
ETF Weging Investeringsfocus Fondsgrootte (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0,05%
Actions
Monde
7 055
iShares MSCI World UCITS ETF (Dist) 0,05%
Actions
Monde
7 045
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0,28%
Actions
Monde
Social/durable
Changement climatique
40
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,02%
Actions
Monde
Stratégie multi-actifs
922
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis 3,07%
Actions
Grande-Bretagne
Social/durable
Changement climatique
843
VanEck World Equal Weight Screened UCITS ETF A 0,29%
Actions
Monde
Pondéré/équipondéré
1 148
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc) 0,30%
Actions
Europe
378
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,04%
Actions
Monde
30 499
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) 7,30%
Actions
Europe
Services financiers
100
UBS MSCI World Socially Responsible UCITS ETF USD dis 0,23%
Actions
Monde
Social/durable
Changement climatique
3 631
UBS Core MSCI World UCITS ETF USD dis 0,05%
Actions
Monde
1 336
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,10%
Actions
Monde
Dividendes
1 867
Vanguard FTSE Developed World UCITS ETF Acc 0,05%
Actions
Monde
4 898
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0,14%
Actions
Monde
Social/durable
1 525
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc) 1,19%
Actions
Grande-Bretagne
49
UBS Core MSCI World UCITS ETF hGBP dis 0,05%
Actions
Monde
87
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,01%
Actions
Monde
Stratégie multi-actifs
36
Xtrackers MSCI UK ESG UCITS ETF 1D 2,63%
Actions
Grande-Bretagne
Social/durable
654
VanEck Multi-Asset Balanced Allocation UCITS ETF 0,35%
Actions
Monde
Social/durable
Stratégie multi-actifs
37
JPMorgan UK Equity Core UCITS ETF GBP (dist) 0,92%
Actions
Grande-Bretagne
104
VanEck European Equal Weight Screened UCITS ETF A 0,73%
Actions
Europe
Pondéré/équipondéré
79
iShares MSCI ACWI UCITS ETF USD (Acc) 0,04%
Actions
Monde
22 213
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,02%
Actions
Monde
Stratégie multi-actifs
68
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0,15%
Actions
Monde
Covered Call
Placements alternatifs
1 175
Xtrackers FTSE 100 UCITS ETF Income 1D 1,20%
Actions
Grande-Bretagne
92
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,05%
Actions
Monde
Social/durable
462
UBS Core MSCI World UCITS ETF hEUR acc 0,05%
Actions
Monde
408
Vanguard FTSE 100 UCITS ETF (GBP) Distributing 1,21%
Actions
Grande-Bretagne
4 733
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0,47%
Actions
Europe
Social/durable
Changement climatique
31
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating 1,21%
Actions
Grande-Bretagne
2 734
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist) 0,74%
Actions
Europe
Social/durable
Changement climatique
8
Vanguard FTSE Developed World UCITS ETF Distributing 0,05%
Actions
Monde
3 420
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc) 0,70%
Actions
Europe
Covered Call
Placements alternatifs
13
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist) 0,66%
Actions
Europe
Dynamique
44
Amundi MSCI Europe UCITS ETF Acc 0,31%
Actions
Europe
585
iShares MSCI World SRI UCITS ETF USD (Dist) 0,21%
Actions
Monde
Social/durable
1 394
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D) 1,48%
Actions
Europe
Social/durable
32
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0,60%
Actions
Monde
Services financiers
Social/durable
153
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,01%
Actions
Monde
Stratégie multi-actifs
94
iShares MSCI Europe SRI UCITS ETF EUR (Dist) 1,34%
Actions
Europe
Social/durable
183
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist) 0,70%
Actions
Europe
Covered Call
Placements alternatifs
17
Xtrackers MSCI Europe UCITS ETF 1D 0,30%
Actions
Europe
118
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,01%
Actions
Monde
Stratégie multi-actifs
14
VanEck Multi-Asset Growth Allocation UCITS ETF 0,57%
Actions
Monde
Social/durable
Stratégie multi-actifs
30
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,01%
Actions
Monde
Stratégie multi-actifs
715
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0,15%
Actions
Monde
Covered Call
Placements alternatifs
89
Xtrackers MSCI World UCITS ETF 1D 0,05%
Actions
Monde
4 129
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) 0,15%
Actions
Europe
Faible volatilité/pondéré en fonction des risques
26
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0,37%
Actions
Europe
Social/durable
32
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist) 1,10%
Actions
Europe
Fondamental/qualité
28
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist) 0,15%
Actions
Monde
Covered Call
Placements alternatifs
11
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 0,80%
Actions
Europe
Social/durable
116
iShares MSCI World Screened UCITS ETF USD (Dist) 0,06%
Actions
Monde
Social/durable
975
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0,38%
Actions
Monde
Social/durable
Changement climatique
112
Amundi Core MSCI Europe UCITS ETF Dist 0,31%
Actions
Europe
643
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0,28%
Actions
Europe
2 246
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0,13%
Actions
Monde
Social/durable
51
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,04%
Actions
Monde
18 777
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0,34%
Actions
Europe
Social/durable
401
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0,19%
Actions
Monde
Valeur
262
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,01%
Actions
Monde
Stratégie multi-actifs
205
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0,29%
Actions
Europe
10 113
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,10%
Actions
Monde
Dividendes
7 393
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) 0,52%
Actions
Europe
Valeur
87
iShares Core FTSE 100 UCITS ETF GBP (Dist) 1,19%
Actions
Grande-Bretagne
16 213
Amundi Prime Europe UCITS ETF DR (D) 0,32%
Actions
Europe
206
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist) 0,21%
Actions
Europe
Stratégie multi-facteurs
174
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0,41%
Actions
Europe
Social/durable
4 109
Vanguard FTSE Developed Europe UCITS ETF Distributing 0,28%
Actions
Europe
4 126
Amundi MSCI Europe Growth UCITS ETF Dist 0,23%
Actions
Europe
Croissance
78
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,22%
Actions
Monde
Social/durable
690
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist) 1,34%
Actions
Europe
Social/durable
5
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,01%
Actions
Monde
Stratégie multi-actifs
91

Prestaties

Rendementsoverzicht

YTD -14,10%
1 maand -15,00%
3 maanden -14,10%
6 maanden -28,06%
1 jaar -28,54%
3 jaar +82,49%
5 jaar +141,04%
Since inception +438,33%
2025 -13,36%
2024 +54,45%
2023 +84,87%
2022 -13,14%

Maandelijks rendement in een heat map

Risico

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

Volatiliteit 1 jaar 37,72%
Volatiliteit 3 jaar 30,52%
Volatiliteit 5 jaar 30,36%
Rendement/Risico 1 jaar -0,76
Rendement/Risico 3 jaar 0,73
Rendement/Risico 5 jaar 0,63
Maximaal waardedaling 1 jaar -39,32%
Maximaal waardedaling 3 jaar -39,32%
Maximaal waardedaling 5 jaar -39,32%
Maximaal waardedaling sinds aanvang -53,54%

Voortschrijdende volatiliteit over 1 jaar

— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.