Wesfarmers Ltd.

ISIN AU000000WES1

WKN 876755

Market cap (in EUR)

61,422 m

Country

Australia

Sector

Consumer Cyclicals

Dividend yield

2.39%

Overview

Quote

Description

Wesfarmers Ltd. engages in the provision of fresh food, groceries, general merchandise, liquor, fuel, and financial services. It operates through the following segments: Bunnings; Kmart Group; Chemicals, Energy, and Fertilisers (WesCEF); Officeworks; Industrial and Safety; Health; Catch; and Other. The Bunnings segment consists of retailers of building materials and home and garden improvement products and servicing households and commercial customers including builders, trades, and businesses. The Kmart Group segment comprises of Kmart and Target which are retailers of apparel and general merchandise, including toys, leisure, entertainment, home, and consumable; and Catch which is an online retailer offering branded products on a first-party basis and a third-party online marketplace. The WesCEF segment refers to manufacturer and marketer of chemicals for industry, mining, mineral processing, broadacre and horticultural fertilisers, marketer and distributor of LPG and LNG; and manufacturer of wood-plastic composite decking and screening products. The Officeworks segment covers the retail and supply of office products and solutions for households, small-to-medium sized businesses, and the education sector. The Industrial and Safety segment supplies and distributes maintenance, repair, and operating products; manufactures and markets industrial gases and equipment; supplies, manufactures, and distributes workwear clothing in Australia and internationally. The Health segment wholesales and retails pharmaceutical, health, wellbeing, and beauty products. The Catch segment operates as an online retailer offering branded products on first-party basis and a third-party online marketplace. The Other segment includes food and stables retailing; forest products; property; investment banking; OneDigital, and Corporate. The company was founded in 1914 and is headquartered in Perth, Australia.

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Consumer Cyclicals Consumer Retail Home Improvement Retail Australia

Chart

Financials

Key metrics

Market capitalisation, EUR	61,422 m
EPS, EUR	-
P/B ratio	12.9
P/E ratio	33.0
Dividend yield	2.39%

Income statement (2025)

Revenue, EUR	27,163 m
Net income, EUR	1,744 m
Profit margin	6.42%

What ETF is Wesfarmers Ltd. in?

There are 222 ETFs which contain Wesfarmers Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Wesfarmers Ltd. is the UBS MSCI Australia Universal UCITS ETF AUD acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.04%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.07%	Equity World	1,027
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	759
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,516
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	46
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.58%	Equity World Social/Environmental	258
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.65%	Equity World Fundamental/Quality	4,925
Xtrackers MSCI World ex USA UCITS ETF 1C	0.28%	Equity World	5,952
UBS MSCI Australia UCITS ETF hCHF acc	4.53%	Equity Australia	40
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	28
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	1,928
UBS MSCI World ex USA UCITS ETF USD acc	0.26%	Equity World	341
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
iShares MSCI ACWI UCITS ETF USD (Dist)	0.06%	Equity World	18
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity World Social/Environmental	86
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.32%	Equity Asia Pacific Social/Environmental	185
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	598
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	2.80%	Equity Asia Pacific	259
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	690
L&G Asia Pacific ex Japan ESG Paris Aligned UCITS ETF USD Accumulating ETF	3.42%	Equity Asia Pacific Social/Environmental Climate Change	95
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	1.28%	Equity Asia Pacific Social/Environmental Climate Change	179
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - USD (C)	4.21%	Equity Asia Pacific Social/Environmental	33
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.20%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	412
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	2.88%	Equity Asia Pacific	3,243
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.17%	Equity World	28
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.07%	Equity World	95
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,957
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	573
UBS MSCI Australia UCITS ETF hUSD acc	4.53%	Equity Australia	40
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.26%	Equity World Social/Environmental Climate Change	139
UBS MSCI ACWI Universal UCITS ETF USD dis	0.08%	Equity World Social/Environmental	2,274
Xtrackers MSCI World Quality UCITS ETF 1C	0.68%	Equity World Fundamental/Quality	2,756
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	711
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	75
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.58%	Equity Asia Pacific Social/Environmental	49
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	234
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	2.91%	Equity Asia Pacific	510
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.15%	Equity World Dividend	8,998
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A)	0.74%	Equity World Consumer Discretionary Social/Environmental	269
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	38
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.77%	Equity World Dividend	29
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - GBP (D)	4.21%	Equity Asia Pacific Social/Environmental	8
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	111
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.33%	Equity Asia Pacific Social/Environmental Climate Change	540
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.06%	Equity World Social/Environmental	62
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,176
First Trust Global Equity Income UCITS ETF Acc	0.14%	Equity World Fundamental/Quality	58
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	312
Amundi Prime Global UCITS ETF Acc	0.07%	Equity World	2,764
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	27
HSBC MSCI AC Asia Pacific ex Japan Climate Paris Aligned UCITS ETF	0.84%	Equity Asia Pacific Social/Environmental Climate Change	16
HSBC MSCI World UCITS ETF USD	0.08%	Equity World	13,711
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.26%	Equity World	0
BNP Paribas Easy MSCI Pacific ex Japan Min TE UCITS ETF	2.84%	Equity Asia Pacific Social/Environmental	268
L&G Global Equity UCITS ETF	0.07%	Equity World Social/Environmental	1,507
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.15%	Equity World Dividend	2,646
Invesco MSCI World Universal Screened UCITS ETF Acc	0.11%	Equity World Social/Environmental	276
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.58%	Equity Asia Pacific Social/Environmental	318
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental	67
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	107
Franklin Global Quality Dividend UCITS ETF (Dist)	1.85%	Equity World Dividend	99
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	1,433
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	88
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF hEUR acc	4.69%	Equity Asia Pacific Social/Environmental Climate Change	1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	220
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	885
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	0.06%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	1,197
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	440
Amundi Core MSCI World UCITS ETF Acc	0.07%	Equity World	14,200
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,620
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.45%	Equity World Social/Environmental Climate Change	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	899
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	447
iShares Core MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	124,993
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (D)	4.21%	Equity Asia Pacific Social/Environmental	51
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	99
UBS MSCI Australia UCITS ETF AUD dis	4.53%	Equity Australia	88
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	803
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.07%	Equity World	60
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	59
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	Equity World	22,816
HSBC MSCI Pacific ex Japan UCITS ETF USD	2.91%	Equity Asia Pacific	657
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	14,340
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS MSCI Australia Universal UCITS ETF AUD acc	5.36%	Equity Australia Social/Environmental Climate Change	52
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.26%	Equity World	2
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.20%	Equity World Multi-Factor Strategy	237
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.12%	Equity World	6
Amundi MSCI World Ex USA UCITS ETF Dist	0.25%	Equity World	127
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 EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	271
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	594
UBS MSCI Australia UCITS ETF AUD acc	4.53%	Equity Australia	245
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.07%	Equity World	12
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.07%	Equity World Social/Environmental	976
Amundi MSCI World Screened UCITS ETF Acc	0.07%	Equity World Social/Environmental	1,528
Amundi MSCI World Ex USA UCITS ETF Acc	0.25%	Equity World	633
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	117
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	9,981
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	1.12%	Equity Asia Pacific	1,851
iShares FTSE All-World UCITS ETF USD (Acc)	0.06%	Equity World	26
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.26%	Equity World Social/Environmental Climate Change	200
iShares Core MSCI World UCITS ETF USD (Dist)	0.07%	Equity World	769
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	133
Invesco RAFI All-World Fundamental Value UCITS ETF	0.06%	Equity World Value	236
Franklin S&P World Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	4
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	26
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	2.04%	Equity Asia Pacific Social/Environmental	395
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.26%	Equity World	11
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.07%	Equity World	80
Amundi Prime All Country World UCITS ETF Acc	0.06%	Equity World	2,235
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,474
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	29
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,701
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,755
L&G Asia Pacific ex Japan Equity UCITS ETF	2.52%	Equity Asia Pacific Social/Environmental	657
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.07%	Equity World	14
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	541
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	122
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	6,324
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (D)	0.74%	Equity World Consumer Discretionary Social/Environmental	12
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.06%	Equity World	17,292
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	157
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	4,105
Jury Global High Dividend UCITS ETF Dist	1.36%	Equity World Dividend	50
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.17%	Equity World Islamic Investing	76
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (C)	4.21%	Equity Asia Pacific Social/Environmental	255
Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C	0.86%	Equity World Consumer Discretionary	307
Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR)	4.11%	Equity Asia Pacific Social/Environmental Climate Change	180
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist)	0.81%	Equity World Consumer Discretionary	79
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	668
Xtrackers MSCI World ex USA UCITS ETF 1D	0.28%	Equity World	239
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF USD acc	4.69%	Equity Asia Pacific Social/Environmental Climate Change	1
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF	3.92%	Equity Asia Pacific Social/Environmental	73
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	432
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	332
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	136
Xtrackers MSCI Pacific ex Japan UCITS ETF 1D	3.09%	Equity Asia Pacific	507
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.07%	Equity World	143
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,974
Invesco FTSE All-World UCITS ETF	0.07%	Equity World	3,526
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.06%	Equity World Fundamental/Quality	186
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	22
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.32%	Equity Asia Pacific Social/Environmental	1
iShares MSCI Australia UCITS ETF	4.48%	Equity Australia	512
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,161
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	194
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	55
First Trust Global Equity Income UCITS ETF Dist	0.14%	Equity World Fundamental/Quality	51
HSBC MSCI World UCITS ETF CHF hedged	0.08%	Equity World	79
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	17
UBS MSCI Australia UCITS ETF hEUR acc	4.53%	Equity Australia	37
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	5,323
Amundi Core MSCI World UCITS ETF USD Dist	0.07%	Equity World	1,617
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.08%	Equity World Social/Environmental	281
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	2,845
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.26%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.08%	Equity World Social/Environmental	119
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	893
Amundi MSCI World Ex USA Screened UCITS ETF	0.29%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	8,168
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,415
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.07%	Equity World	1,772
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD (Dist)	0.33%	Equity Asia Pacific Social/Environmental Climate Change	83
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	44,435
HSBC MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	1,941
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	215
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,313
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	53
UBS MSCI Australia UCITS ETF hGBP acc	4.53%	Equity Australia	4
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	1.12%	Equity Asia Pacific	985
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	395
Invesco Global Enhanced Equity UCITS ETF Acc	0.06%	Equity World Multi-Factor Strategy	739
iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF USD (Acc)	2.15%	Equity Asia Pacific Social/Environmental	129
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.07%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.07%	Equity World	59
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)	0.06%	Equity World	29,835
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.10%	Equity World Multi-Factor Strategy	589
State Street SPDR MSCI World Consumer Discretionary UCITS ETF USD	0.79%	Equity World Consumer Discretionary	58
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	1,645
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	28
Franklin Global Quality Dividend UCITS ETF (Acc)	1.85%	Equity World Dividend	8
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,328
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.07%	Equity World	5,325
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.10%	Equity World Islamic Investing	954
Xtrackers FTSE All-World UCITS ETF 1C	0.07%	Equity World	44
Invesco FTSE All-World UCITS ETF	0.07%	Equity World	266
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	2.88%	Equity Asia Pacific	156
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	106
Amundi Prime Global UCITS ETF Dist	0.07%	Equity World	1,588
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	19,862
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	8
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.07%	Equity World	547
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	1,823
UBS MSCI Pacific ex Japan UCITS ETF USD dis	2.86%	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	3.62%	Equity Australia	63
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,051
Amundi Prime All Country World UCITS ETF Dist	0.06%	Equity World	4,592
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	81
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental	1,305
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	100
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	16
Xtrackers MSCI Pacific ex Japan UCITS ETF 1C	3.09%	Equity Asia Pacific	638
UBS MSCI Pacific ex Japan UCITS ETF USD acc	2.86%	Equity Asia Pacific	19
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	64
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	432
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.26%	Equity World	2,996

Performance

Returns overview

YTD	+14.53%
1 month	+12.26%
3 months	+19.16%
6 months	+16.45%
1 year	+17.66%
3 years	+89.30%
5 years	+46.35%
Since inception (MAX)	+104.26%
2025	+13.47%
2024	+17.69%
2023	+17.41%
2022	-19.74%

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).