Suncorp Group

ISIN AU000000SUN6

WKN 886254

Market cap (in EUR)

12,337 m

Country

Australia

Sector

Finance

Dividend yield

3.47%

Overview

Quote

Description

Suncorp Group Ltd. is a financial services company, which engages in the provision of banking, wealth, and insurance products and services. It operates through the following segments: Consumer Insurance, Commercial and Personal Injury, Suncorp New Zealand, and Corporate and Internal Reinsurance. The Consumer Insurance segment provides insurance products to customers in Australia including home and contents, motor, and boat. The Commercial and Personal Injury segment offers insurance products to customers in Australia including commercial motor, commercial property, marine, industrial special risks, public liability and professional indemnity, workers’ compensation and compulsory third party. The Suncorp New Zealand segment includes general and life insurance products to customers in New Zealand. The Corporate and Internal Reinsurance segment is involved in the business strategy activities and shared services. The company was founded in 1902 and is headquartered in Brisbane, Australia.

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Finance Insurance Australia

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Financials

Key metrics

Market capitalisation, EUR	12,337 m
EPS, EUR	-
P/B ratio	2.0
P/E ratio	20.8
Dividend yield	3.47%

Income statement (2025)

Revenue, EUR	10,041 m
Net income, EUR	930 m
Profit margin	9.26%

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What ETF is Suncorp Group in?

There are 249 ETFs which contain Suncorp Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Suncorp Group is the Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (C).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	999
Xtrackers Portfolio UCITS ETF 1C	0.00%	Equity World Multi-Asset Strategy	757
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,408
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	46
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	25
State Street SPDR MSCI World Financials UCITS ETF USD	0.10%	Equity World Financials	268
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	5,747
UBS MSCI Australia UCITS ETF hCHF acc	0.93%	Equity Australia	40
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	28
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,849
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	157
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	24
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	12
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	92
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	597
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	0.59%	Equity Asia Pacific	258
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	669
L&G Asia Pacific ex Japan ESG Paris Aligned UCITS ETF USD Accumulating ETF	0.47%	Equity Asia Pacific Social/Environmental Climate Change	91
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.13%	Equity Asia Pacific Social/Environmental Climate Change	179
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,816
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - USD (C)	4.48%	Equity Asia Pacific Social/Environmental	34
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	407
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	0.59%	Equity Asia Pacific	3,249
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.04%	Equity World	28
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	94
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,883
Xtrackers MSCI World ESG UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,191
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.00%	Equity World Social/Environmental	559
UBS MSCI Australia UCITS ETF hUSD acc	0.93%	Equity Australia	39
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,287
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	732
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental	71
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.14%	Equity Asia Pacific Social/Environmental	50
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	231
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	1,254
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	0.59%	Equity Asia Pacific	505
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	8,650
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	37
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.15%	Equity World Dividend	29
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - GBP (D)	4.48%	Equity Asia Pacific Social/Environmental	7
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	449
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	294
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,150
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.14%	Equity World Social/Environmental	108
First Trust Global Equity Income UCITS ETF Acc	0.04%	Equity World Fundamental/Quality	58
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	184
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.10%	Equity World Financials Social/Environmental	27
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	2,594
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI AC Asia Pacific ex Japan Climate Paris Aligned UCITS ETF	0.45%	Equity Asia Pacific Social/Environmental Climate Change	17
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.09%	Equity World Value	6
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,542
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.02%	Equity World Social/Environmental	228
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	4,245
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.06%	Equity World	0
BNP Paribas Easy MSCI Pacific ex Japan Min TE UCITS ETF	1.01%	Equity Asia Pacific Social/Environmental	293
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,420
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	1,264
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,460
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	266
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.14%	Equity Asia Pacific Social/Environmental	333
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	68
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	105
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,429
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	351
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	84
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF hEUR acc	1.10%	Equity Asia Pacific Social/Environmental Climate Change	1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.00%	Equity World Social/Environmental	219
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	809
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.10%	Equity World Mid Cap	7
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.07%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.03%	Equity World Social/Environmental	311
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	1,813
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.03%	Equity World Social/Environmental	1,108
UBS MSCI World Selection UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	289
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity World Social/Environmental	256
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.14%	Equity World Social/Environmental	50
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,167
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	434
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	13,921
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.00%	Equity World Social/Environmental	5,520
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.47%	Equity World Financials Social/Environmental	124
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	30
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.17%	Equity World Social/Environmental Climate Change	54
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	0.74%	Equity Asia Pacific Social/Environmental Climate Change	117
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	881
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	461
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	123,020
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (D)	4.48%	Equity Asia Pacific Social/Environmental	52
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	155
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	0.74%	Equity Asia Pacific Social/Environmental Climate Change	613
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	98
UBS MSCI Australia UCITS ETF AUD dis	0.93%	Equity Australia	89
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.15%	Equity World Dividend	431
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	773
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental	3,110
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.00%	Equity World Social/Environmental	59
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	22,615
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental Climate Change	490
HSBC MSCI Pacific ex Japan UCITS ETF USD	0.59%	Equity Asia Pacific	660
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	13,876
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	67
UBS MSCI Australia Universal UCITS ETF AUD acc	2.02%	Equity Australia Social/Environmental Climate Change	52
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	8
Amundi MSCI World Ex USA UCITS ETF Dist	0.05%	Equity World	126
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	4
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	822
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	258
UBS MSCI Australia UCITS ETF AUD acc	0.93%	Equity Australia	245
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	951
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,543
Amundi MSCI World Ex USA UCITS ETF Acc	0.05%	Equity World	659
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	111
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,382
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.07%	Equity World Social/Environmental	126
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	37
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	0.27%	Equity Asia Pacific	1,992
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	500
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	753
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	235
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	12
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.00%	Equity World Social/Environmental	4
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	25
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	0.54%	Equity Asia Pacific Social/Environmental	395
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	2,049
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,455
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.00%	Equity World Social/Environmental	28
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,594
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.00%	Equity World Social/Environmental	1,727
L&G Asia Pacific ex Japan Equity UCITS ETF	0.53%	Equity Asia Pacific Social/Environmental	662
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	15
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	523
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.01%	Equity World Social/Environmental Climate Change	120
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	6,039
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	1,808
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental Climate Change	38
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	106
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	92
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	16,844
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	143
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,038
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (C)	4.48%	Equity Asia Pacific Social/Environmental	248
Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR)	1.23%	Equity Asia Pacific Social/Environmental Climate Change	176
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	720
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	672
iShares MSCI World SRI UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	1,598
Xtrackers MSCI World ex USA UCITS ETF 1D	0.05%	Equity World	233
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF USD acc	1.10%	Equity Asia Pacific Social/Environmental Climate Change	1
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF Acc	0.79%	Equity Asia Pacific Social/Environmental	68
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.07%	Equity World Social/Environmental	64
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.02%	Equity World Social/Environmental	115
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	418
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	321
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	140
Xtrackers MSCI Pacific ex Japan UCITS ETF 1D	0.62%	Equity Asia Pacific	505
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	159
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.06%	Equity World Social/Environmental	17
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,916
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	97
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.05%	Equity World Social/Environmental Climate Change	47
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	3,418
UBS MSCI World Selection UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.02%	Equity World Social/Environmental	69
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	22
iShares MSCI Australia UCITS ETF	0.93%	Equity Australia	509
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,151
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	190
First Trust Global Equity Income UCITS ETF Dist	0.04%	Equity World Fundamental/Quality	51
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	17
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	84
Xtrackers MSCI World ESG UCITS ETF 1D	0.03%	Equity World Social/Environmental	21
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	382
UBS MSCI Australia UCITS ETF hEUR acc	0.93%	Equity Australia	36
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,282
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,576
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	278
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental Climate Change	813
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,732
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.07%	Equity World Social/Environmental	280
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	114
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.00%	Equity World Social/Environmental	886
UBS MSCI World Selection UCITS ETF USD acc	0.03%	Equity World Social/Environmental	715
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	0.83%	Equity World Social/Environmental	53
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.05%	Equity World Social/Environmental Climate Change	503
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,112
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental	6,944
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,761
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	42,768
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,904
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.10%	Equity World Financials Social/Environmental	1,300
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	212
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,328
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	51
UBS MSCI Australia UCITS ETF hGBP acc	0.93%	Equity Australia	4
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	0.27%	Equity Asia Pacific	1,034
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.15%	Equity World Dividend	1,376
iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF USD (Acc)	1.23%	Equity Asia Pacific Social/Environmental	106
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.13%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	57
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	29,567
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental Climate Change	393
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,601
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.00%	Equity World Social/Environmental	27
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,299
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,323
Xtrackers FTSE All-World UCITS ETF 1C	0.01%	Equity World	35
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	257
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	0.59%	Equity Asia Pacific	155
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental Climate Change	220
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	105
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,560
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	19,494
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	536
UBS MSCI Pacific ex Japan UCITS ETF USD dis	0.59%	Equity Asia Pacific	83
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	0.70%	Equity Australia	63
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,037
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.05%	Equity World Social/Environmental Catholic principles	164
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	80
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,415
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.03%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,305
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	99
Xtrackers MSCI World Financials UCITS ETF 1C	0.10%	Equity World Financials	781
Xtrackers MSCI Pacific ex Japan UCITS ETF 1C	0.62%	Equity Asia Pacific	633
UBS MSCI Pacific ex Japan UCITS ETF USD acc	0.59%	Equity Asia Pacific	19
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.15%	Equity World Fundamental/Quality	62
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental Climate Change	338
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	59
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.06%	Equity World	3,005

Performance

Returns overview

YTD	+9.67%
1 month	+8.45%
3 months	+22.18%
6 months	+14.04%
1 year	+15.93%
3 years	+62.77%
5 years	+85.71%
Since inception (MAX)	+52.82%
2025	+9.08%
2024	+29.98%
2023	+7.92%
2022	+13.70%

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).