Fortescue Ltd.

ISIN AU000000FMG4

WKN 121862

Market cap (in EUR)

38,791 m

Country

Australia

Sector

Non-Energy Materials

Dividend yield

4.96%

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Overview

Quote

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Description

Fortescue Ltd. engages in the development of iron ore deposits. It operates through the Metals and Energy segments. The Metals segment includes exploration, development, production, processing, sale, and transportation of iron ore, and the exploration for other minerals. The Energy segment is involved in the development of green electricity, green hydrogen, and green ammonia projects. The company was founded by John Andrew Henry Forrest in April 2003 and is headquartered in East Perth, Australia.

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Non-Energy Materials Mining and Mineral Products Metal Ore Mining Australia

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Financials

Key metrics

Market capitalisation, EUR	38,791 m
EPS, EUR	-
P/B ratio	2.2
P/E ratio	13.1
Dividend yield	4.96%

Income statement (2025)

Revenue, EUR	14,302 m
Net income, EUR	3,104 m
Profit margin	21.70%

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What ETF is Fortescue Ltd. in?

There are 225 ETFs which contain Fortescue Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Fortescue Ltd. is the iShares Asia Pacific Dividend UCITS ETF.

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	9
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	688
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	669
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	721
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	35
Xtrackers MSCI World Value UCITS ETF 1C	0.11%	Equity World Value	2,946
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.06%	Equity World Fundamental/Quality	3,663
Xtrackers MSCI World ex USA UCITS ETF 1C	0.10%	Equity World	3,812
UBS MSCI Australia UCITS ETF hCHF acc	1.78%	Equity Australia	72
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
Amundi Global Hydrogen UCITS ETF Acc	3.03%	Equity World Social/Environmental Hydrogen	261
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,287
UBS MSCI World ex USA UCITS ETF USD acc	0.10%	Equity World	54
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	67
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	485
SPDR S&P Developed Quality Aristocrats UCITS ETF USD Unhedged (Acc)	0.41%	Equity World Fundamental/Quality	44
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	1.08%	Equity Asia Pacific	233
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	348
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.10%	Equity Asia Pacific Social/Environmental Climate Change	155
Amundi MSCI World ESG Selection UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,727
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - USD (C)	1.77%	Equity Asia Pacific Social/Environmental	23
Amundi S&P Global Materials ESG UCITS ETF DR EUR (D)	1.11%	Equity World Basic Materials Social/Environmental	9
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.15%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	1.13%	Equity Asia Pacific	2,937
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	32
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.02%	Equity World Social/Environmental	434
UBS MSCI Australia UCITS ETF hUSD acc	1.78%	Equity Australia	51
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	131
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,866
WisdomTree Megatrends UCITS ETF USD	0.08%	Equity World Social/Environmental Innovation	24
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.06%	Equity World Fundamental/Quality	2,220
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	700
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	322
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.27%	Equity Asia Pacific Social/Environmental	25
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.12%	Equity World Value	177
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	186
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	1,167
First Trust Indxx Future Economy Metals UCITS ETF Class A Accumulation	4.87%	Equity World Basic Materials	2
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	1.12%	Equity Asia Pacific	305
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.06%	Equity World Dividend	6,396
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D 1D	0.27%	Equity World Dividend	24
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - GBP (D)	1.77%	Equity Asia Pacific Social/Environmental	4
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.01%	Equity Asia Pacific Social/Environmental Climate Change	342
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	0.33%	Equity World Value	236
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	864
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	269
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.12%	Equity World Multi-Factor Strategy	4
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,514
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	3,945
BNP Paribas Easy MSCI Pacific ex Japan Min TE UCITS ETF	0.81%	Equity Asia Pacific Social/Environmental	254
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	939
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.06%	Equity World Dividend	1,391
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	203
L&G APAC ex-Japan Quality Dividends Equal Weight UCITS ETF USD Dist	1.36%	Equity Asia Pacific Dividend	39
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.27%	Equity Asia Pacific Social/Environmental	171
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	47
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	92
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,375
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	307
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	64
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF hEUR acc	1.99%	Equity Asia Pacific Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	165
iShares MSCI World Materials Sector Advanced UCITS ETF USD (Dist)	0.31%	Equity World Basic Materials Social/Environmental	35
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	292
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.05%	Equity World Social/Environmental	290
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	1,564
UBS MSCI World Selection UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	221
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	17
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.16%	Equity World Value	103
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	962
iShares Edge MSCI World Value Factor UCITS ETF	0.12%	Equity World Value	4,065
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	5,121
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	6
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	1.57%	Equity Asia Pacific Social/Environmental Climate Change	100
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	662
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	108,583
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	2
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (D)	1.77%	Equity Asia Pacific Social/Environmental	51
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	1.57%	Equity Asia Pacific Social/Environmental Climate Change	845
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	71
UBS MSCI Australia UCITS ETF AUD dis	1.78%	Equity Australia	377
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.30%	Equity World Dividend	229
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	665
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	21
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,562
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	570
HSBC MSCI Pacific ex Japan UCITS ETF USD	1.12%	Equity Asia Pacific	725
SPDR MSCI All Country World UCITS ETF (Acc)	0.02%	Equity World	7,078
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.22%	Equity World	200
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.56%	Equity World Multi-Factor Strategy	72
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Islamic Investing	76
UBS MSCI Australia Universal UCITS ETF AUD acc	1.82%	Equity Australia Social/Environmental Climate Change	171
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.15%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	6
Amundi MSCI World Ex USA UCITS ETF Dist	0.10%	Equity World	83
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	957
UBS MSCI Australia UCITS ETF AUD acc	1.78%	Equity Australia	242
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	718
iShares Asia Pacific Dividend UCITS ETF	5.68%	Equity Asia Pacific Dividend	525
Amundi MSCI World Ex USA UCITS ETF Acc	0.10%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	87
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	5,308
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	0.58%	Equity Asia Pacific	1,269
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	425
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	506
Amundi S&P Global Materials ESG UCITS ETF DR EUR (A)	1.11%	Equity World Basic Materials Social/Environmental	209
Invesco FTSE RAFI All World 3000 UCITS ETF	0.04%	Equity World Fundamental/Quality	136
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	182
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	5
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	0.27%	Equity Asia Pacific Social/Environmental	396
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	814
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,337
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.02%	Equity World Social/Environmental	17
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	4,742
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	1,907
L&G Asia Pacific ex Japan Equity UCITS ETF	0.91%	Equity Asia Pacific Social/Environmental	654
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.30%	Equity World Multi-Factor Strategy	774
L&G Hydrogen Economy UCITS ETF USD Acc	3.69%	Equity World Social/Environmental Hydrogen	350
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	3,911
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	1,566
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.10%	Equity World Social/Environmental Climate Change	35
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.03%	Equity World	13,733
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	70
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,479
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (C)	1.77%	Equity Asia Pacific Social/Environmental	227
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	565
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	782
Xtrackers MSCI World ex USA UCITS ETF 1D	0.10%	Equity World	171
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF USD acc	1.99%	Equity Asia Pacific Social/Environmental Climate Change	10
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF Acc	0.59%	Equity Asia Pacific Social/Environmental	56
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	245
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	4,892
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	31
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	2,119
UBS MSCI World Selection UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C 1C	0.08%	Equity World Fundamental/Quality	124
iShares MSCI World Islamic UCITS ETF	0.12%	Equity World Islamic Investing	802
iShares MSCI Australia UCITS ETF	1.80%	Equity Australia	379
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	2
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	50
UBS MSCI Australia UCITS ETF hEUR acc	1.78%	Equity Australia	53
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	286
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental Climate Change	763
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	107
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	791
UBS MSCI World Selection UCITS ETF USD acc	0.05%	Equity World Social/Environmental	661
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.10%	Equity World Social/Environmental Climate Change	456
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,356
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.16%	Equity World Social/Environmental Multi-Asset Strategy	20
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,523
HSBC ASIA PACIFIC EX JAPAN SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity Asia Pacific Social/Environmental Climate Change	76
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	26,469
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,439
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,421
UBS MSCI Australia UCITS ETF hGBP acc	1.78%	Equity Australia	8
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	0.58%	Equity Asia Pacific	408
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.04%	Equity World Social/Environmental	379
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	266
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.30%	Equity World Dividend	1,121
iShares MSCI Pacific ex-Japan ESG Enhanced CTB UCITS ETF USD (Acc)	0.29%	Equity Asia Pacific Social/Environmental	73
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	49
WisdomTree Renewable Energy UCITS ETF USD Unhedged Acc	0.73%	Equity World Social/Environmental Clean Energy	13
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	21,254
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.10%	Equity World Social/Environmental Climate Change	147
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.15%	Equity World Multi-Factor Strategy	621
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	959
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	1
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	770
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,849
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.04%	Equity World Islamic Investing	941
SPDR MSCI World Materials UCITS ETF	0.92%	Equity World Basic Materials	80
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	180
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	85
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.26%	Equity World Dividend	123
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	1.13%	Equity Asia Pacific	200
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	208
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,002
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	0
Xtrackers MSCI World Materials UCITS ETF 1C	0.82%	Equity World Basic Materials	348
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.15%	Equity World Social/Environmental Multi-Asset Strategy	40
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	456
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	967
UBS MSCI Pacific ex Japan UCITS ETF USD dis	1.12%	Equity Asia Pacific	66
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers S&P/ASX 200 UCITS ETF 1D	1.17%	Equity Australia	61
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,207
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,634
VanEck S&P Global Mining UCITS ETF A	1.45%	Equity World Basic Materials	1,010
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.56%	Equity World Multi-Factor Strategy	639
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.05%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,188
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	9
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.30%	Equity World Multi-Factor Strategy	1
UBS MSCI Pacific ex Japan UCITS ETF USD acc	1.12%	Equity Asia Pacific	14
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	242
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	15
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	247
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.11%	Equity World	1,688

Performance

Returns overview

YTD	+18.95%
1 month	+9.26%
3 months	+17.15%
6 months	+55.14%
1 year	+17.92%
3 years	-5.57%
5 years	-18.53%
Since inception (MAX)	+844.35%
2024	-41.13%
2023	+32.45%
2022	+13.47%
2021	-24.06%

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).