ANZ Group Holdings Ltd.

ISIN AU000000ANZ3

WKN A3D4V6

Market cap (in EUR)

68,920 m

Country

Australia

Sector

Finance

Dividend yield

4.40%

Overview

Quote

Description

ANZ Group Holdings Ltd. operates as a non-operating holding company. The company provides banking, financial products, and services to retail and business customers. It operates through the following segments: Australia Retail, Australia Commercial, Institutional, New Zealand, Pacific, and Group Centre. The Australia Retail segment provides a full range of banking services to Australian consumers. The Australia Commercial segment refers to a range of banking products and financial services. The Institutional segment is involved in transaction banking, corporate finance, and markets. The New Zealand segment consist of Personal and Business and Agri units. The Personal unit provides a full range of banking and wealth management services to consumer and private banking customers. The Business and Agri unit refer to a range of banking services through digital, branch and contact center channels, and traditional relationship banking. The Pacific segment focuses on products and services to retail, commercial customers, and to governments located in the Pacific region. The Group Centre segment provides support to the operating divisions, including technology, property, risk management, financial management, treasury, strategy, marketing, human resources, corporate affairs, and shareholder functions. The company was founded on 1835 and is headquartered in Docklands, Australia.

Show more Show less

Finance Banking International Banks Australia

Chart

Financials

Key metrics

Market capitalisation, EUR	68,920 m
EPS, EUR	-
P/B ratio	1.6
P/E ratio	19.1
Dividend yield	4.40%

Income statement (2025)

Revenue, EUR	40,575 m
Net income, EUR	3,437 m
Profit margin	8.47%

What ETF is ANZ Group Holdings Ltd. in?

There are 208 ETFs which contain ANZ Group Holdings Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of ANZ Group Holdings Ltd. is the UBS MSCI Australia UCITS ETF hUSD acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.08%	Equity World	836
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	690
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,104
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	38
State Street SPDR MSCI World Financials UCITS ETF USD	0.51%	Equity World Financials	278
Xtrackers MSCI World ex USA UCITS ETF 1C	0.30%	Equity World	5,014
UBS MSCI Australia UCITS ETF hCHF acc	5.34%	Equity Australia	39
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	25
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,366
UBS MSCI World ex USA UCITS ETF USD acc	0.30%	Equity World	83
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	36
iShares MSCI ACWI UCITS ETF USD (Dist)	0.07%	Equity World	4
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.08%	Equity World Social/Environmental	69
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.88%	Equity Asia Pacific Social/Environmental	139
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.08%	Equity World Social/Environmental	486
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	3.35%	Equity Asia Pacific	265
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.09%	Equity World	475
L&G Asia Pacific ex Japan ESG Paris Aligned UCITS ETF USD Accumulating ETF	2.09%	Equity Asia Pacific Social/Environmental Climate Change	66
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	1.10%	Equity Asia Pacific Social/Environmental Climate Change	166
Amundi MSCI World ESG Selection UCITS ETF Acc	0.17%	Equity World Social/Environmental	1,752
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental Climate Change	373
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	3.28%	Equity Asia Pacific	3,172
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	39
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,309
Xtrackers MSCI World ESG UCITS ETF 1C	0.19%	Equity World Social/Environmental	5,432
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.08%	Equity World Social/Environmental	462
UBS MSCI Australia UCITS ETF hUSD acc	5.34%	Equity Australia	37
UBS MSCI ACWI Universal UCITS ETF USD dis	0.10%	Equity World Social/Environmental	2,023
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	680
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental	89
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.87%	Equity Asia Pacific Social/Environmental	37
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	205
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	3.30%	Equity Asia Pacific	371
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.18%	Equity World Dividend	7,581
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	33
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Climate Change	288
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	474
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	58
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.03%	Equity Asia Pacific Social/Environmental Climate Change	400
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	938
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	235
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.58%	Equity World Financials Social/Environmental	76
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	1,181
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	20
HSBC MSCI AC Asia Pacific ex Japan Climate Paris Aligned UCITS ETF	1.08%	Equity Asia Pacific Social/Environmental Climate Change	14
Fidelity Global Quality Value UCITS ETF ACC-USD	0.26%	Equity World Multi-Factor Strategy	4
HSBC MSCI World UCITS ETF USD	0.09%	Equity World	12,485
L&G Global Equity UCITS ETF	0.09%	Equity World Social/Environmental	923
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.18%	Equity World Dividend	1,874
Invesco MSCI World Universal Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	211
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	1,328
L&G APAC ex-Japan Quality Dividends Equal Weight UCITS ETF USD Dist	1.36%	Equity Asia Pacific Dividend	44
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.87%	Equity Asia Pacific Social/Environmental	227
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.10%	Equity World Social/Environmental	35
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	90
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental	1,388
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	69
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF hEUR acc	4.55%	Equity Asia Pacific Social/Environmental Climate Change	1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	174
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	396
UBS MSCI World Selection UCITS ETF hEUR dis	0.16%	Equity World Social/Environmental	285
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.19%	Equity World Social/Environmental	914
UBS MSCI World Selection UCITS ETF hCHF acc	0.16%	Equity World Social/Environmental	269
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.08%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	965
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	125
Amundi Core MSCI World UCITS ETF Acc	0.08%	Equity World	12,348
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	4,987
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.44%	Equity World Financials Social/Environmental	525
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.43%	Equity World Social/Environmental Climate Change	39
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	723
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.09%	Equity World	374
iShares Core MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	110,666
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	78
UBS MSCI Australia UCITS ETF AUD dis	5.34%	Equity Australia	93
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	666
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.08%	Equity World	48
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	19,394
HSBC MSCI Pacific ex Japan UCITS ETF USD	3.30%	Equity Asia Pacific	769
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	8,344
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
UBS MSCI Australia Universal UCITS ETF AUD acc	4.58%	Equity Australia Social/Environmental Climate Change	167
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.14%	Equity World	32
Amundi MSCI World Ex USA UCITS ETF Dist	0.30%	Equity World	112
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	218
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	971
UBS MSCI Australia UCITS ETF AUD acc	5.34%	Equity Australia	243
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	3
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.08%	Equity World Social/Environmental	731
Amundi MSCI World Screened UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,167
iShares Asia Pacific Dividend UCITS ETF	4.21%	Equity Asia Pacific Dividend	622
Amundi MSCI World Ex USA UCITS ETF Acc	0.30%	Equity World	543
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	91
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	7,270
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental Climate Change	42
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	1.85%	Equity Asia Pacific	2,000
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental Climate Change	328
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	473
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	185
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	15
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	2.47%	Equity Asia Pacific Social/Environmental	395
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	1,165
UBS MSCI World UCITS ETF USD dis	0.09%	Equity World	1,340
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.08%	Equity World Social/Environmental	22
Vanguard FTSE Developed World UCITS ETF Acc	0.08%	Equity World	5,025
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	1,581
L&G Asia Pacific ex Japan Equity UCITS ETF	3.18%	Equity Asia Pacific Social/Environmental	677
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	17
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	447
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	108
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	4,387
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental	1,631
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.17%	Equity World Social/Environmental	84
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.08%	Equity World	14,675
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.07%	Equity World	84
Vanguard FTSE Developed World UCITS ETF Distributing	0.08%	Equity World	3,545
Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR)	3.79%	Equity Asia Pacific Social/Environmental Climate Change	173
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental	651
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.78%	Equity World Technology Blockchain	42
iShares Asia Pacific Dividend UCITS ETF USD (Acc)	4.39%	Equity Asia Pacific Dividend	-
Xtrackers MSCI World ex USA UCITS ETF 1D	0.30%	Equity World	213
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF USD acc	4.55%	Equity Asia Pacific Social/Environmental Climate Change	5
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF Acc	4.40%	Equity Asia Pacific Social/Environmental	65
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	358
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	260
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	120
Xtrackers MSCI Pacific ex Japan Screened UCITS ETF 1D	3.43%	Equity Asia Pacific Social/Environmental	484
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.08%	Equity World Social/Environmental	5,175
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,425
UBS MSCI World Selection UCITS ETF hEUR acc	0.16%	Equity World Social/Environmental	42
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.10%	Equity World Social/Environmental Climate Change	22
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.88%	Equity Asia Pacific Social/Environmental	0
iShares MSCI Australia UCITS ETF	5.34%	Equity Australia	469
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,000
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental Climate Change	116
HSBC MSCI World UCITS ETF CHF hedged	0.09%	Equity World	56
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.19%	Equity World Social/Environmental	192
UBS MSCI Australia UCITS ETF hEUR acc	5.34%	Equity Australia	34
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	4,667
Amundi Core MSCI World UCITS ETF USD Dist	0.08%	Equity World	1,379
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.10%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	196
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.10%	Equity World Social/Environmental	103
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	820
UBS MSCI World Selection UCITS ETF USD acc	0.16%	Equity World Social/Environmental	645
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	1.02%	Equity World Social/Environmental	39
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	1
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	7,298
VanEck World Equal Weight Screened UCITS ETF A	0.44%	Equity World Equal Weighted	1,191
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,565
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD (Dist)	0.03%	Equity Asia Pacific Social/Environmental Climate Change	75
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	30,664
HSBC MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	1,535
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.58%	Equity World Financials Social/Environmental	623
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.07%	Equity World Multi-Factor Strategy	170
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	3,795
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	42
UBS MSCI Australia UCITS ETF hGBP acc	5.34%	Equity Australia	4
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	1.85%	Equity Asia Pacific	621
iShares MSCI Pacific ex-Japan ESG Enhanced CTB UCITS ETF USD (Acc)	4.10%	Equity Asia Pacific Social/Environmental	93
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.08%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.40%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.08%	Equity World	38
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.27%	Equity World Social/Environmental Multi-Asset Strategy	38
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	59
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	22,919
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.13%	Equity World Multi-Factor Strategy	378
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,058
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	16
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.07%	Equity World Multi-Factor Strategy	968
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	4,681
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	200
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	93
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	3.43%	Equity Asia Pacific	183
Amundi Prime Global UCITS ETF Dist	0.08%	Equity World	1,162
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	16,727
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	469
UBS MSCI Pacific ex Japan UCITS ETF USD dis	3.28%	Equity Asia Pacific	77
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
Xtrackers S&P/ASX 200 UCITS ETF 1D	4.01%	Equity Australia	65
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	980
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.13%	Equity World Social/Environmental Climate Change	33
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	3,031
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.16%	Equity World Social/Environmental	15
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.10%	Equity World Social/Environmental	1,188
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	83
Xtrackers MSCI World Financials UCITS ETF 1C	0.51%	Equity World Financials	2,494
Xtrackers MSCI Pacific ex Japan Screened UCITS ETF 1C	3.43%	Equity Asia Pacific Social/Environmental	678
UBS MSCI Pacific ex Japan UCITS ETF USD acc	3.28%	Equity Asia Pacific	15
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	31
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	271
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.29%	Equity World	2,417

Performance

Returns overview

YTD	+7.81%
1 month	+2.31%
3 months	+10.69%
6 months	+20.48%
1 year	+34.55%
3 years	+42.85%
5 years	+20.71%
Since inception (MAX)	+15.21%
2025	+27.09%
2024	+3.20%
2023	+5.19%
2022	-12.21%

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).