Wesfarmers Ltd.

ISIN AU000000WES1

WKN 876755

Market cap (in EUR)

57,391 m

Country

Australia

Sector

Consumer Cyclicals

Dividend yield

2.59%

Overview

Quote

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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 Group, Kmart Group, Chemicals, Energy and Fertilizers (WesCEF), Officeworks, Industrial and Safety, Wesfarmers Health, Catch, and Other. The Bunnings Group 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 manages Kmart and Target which are retailers of apparel and general merchandise, including toys, leisure, entertainment, home, and consumable. The WesCEF segment refers to manufacturer and marketer of chemicals for industry, mining, mineral processing, broadacre and horticultural fertilizers, marketer and distributor of LPG and LNG. 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. The Wesfarmers Health segment deals with wholesales and retails pharmaceutical, health, wellbeing, and beauty products. The Catch segment operates as an online retailer offering branded products on a 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

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Financials

Key metrics

Market capitalisation, EUR	57,391 m
EPS, EUR	-
P/B ratio	11.9
P/E ratio	30.5
Dividend yield	2.59%

Income statement (2025)

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

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Capital at risk

What ETF is Wesfarmers Ltd. in?

There are 264 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	0.08%	Equity World	1,119
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,702
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.43%	Equity World Social/Environmental	303
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.69%	Equity World Fundamental/Quality	5,348
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.08%	Equity World	11
Xtrackers MSCI World ex USA UCITS ETF 1C	0.29%	Equity World	6,745
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.17%	Equity World Social/Environmental	0
Invesco MSCI World UCITS ETF	0.08%	Equity World	8,525
UBS MSCI Australia UCITS ETF hCHF acc	4.84%	Equity Australia	40
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	1,973
UBS MSCI World ex USA UCITS ETF USD acc	0.28%	Equity World	408
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.07%	Equity World	284
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
iShares MSCI All Country World UCITS ETF USD (Dist)	0.07%	Equity World	19
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity World Social/Environmental	86
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.08%	Equity World	7
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.37%	Equity Asia Pacific Social/Environmental	186
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.08%	Equity World Social/Environmental	552
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.18%	Equity World	48
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	3.06%	Equity Asia Pacific	351
iShares World Equity High Income UCITS ETF USD (Dist)	0.06%	Equity World Covered Call Alternative Investments	646
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	765
L&G Asia Pacific ex Japan ESG Paris Aligned UCITS ETF USD Accumulating ETF	3.74%	Equity Asia Pacific Social/Environmental Climate Change	108
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	1.41%	Equity Asia Pacific Social/Environmental Climate Change	181
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF USD Acc	4.60%	Equity Asia Pacific Social/Environmental	39
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	4
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.06%	Equity World Covered Call Alternative Investments	1
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.22%	Equity World Multi-Factor Strategy	1
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	404
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	3.05%	Equity Asia Pacific	3,571
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.18%	Equity World	46
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	0.08%	Equity World	64
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,705
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	601
UBS MSCI Australia UCITS ETF hUSD acc	4.84%	Equity Australia	38
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.29%	Equity World Social/Environmental Climate Change	137
Amundi Core MSCI World Swap UCITS ETF Dist	0.08%	Equity World	6,528
UBS MSCI ACWI Universal UCITS ETF USD dis	0.10%	Equity World Social/Environmental	2,199
Xtrackers MSCI World Quality UCITS ETF 1C	0.70%	Equity World Fundamental/Quality	2,631
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	633
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	96
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.70%	Equity Asia Pacific Social/Environmental	57
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	3.08%	Equity Asia Pacific	521
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.16%	Equity World Dividend	9,871
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.08%	Equity World	57
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A)	0.91%	Equity World Consumer Discretionary Social/Environmental	258
Amundi MSCI World Swap II UCITS ETF Acc	0.08%	Equity World	691
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Acc)	0.95%	Equity World Consumer Discretionary Social/Environmental	1
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	41
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.80%	Equity World Dividend	28
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF GBP Dist	4.60%	Equity Asia Pacific Social/Environmental	9
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	109
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Low Volatility/Risk Weighted Climate Change	64
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.39%	Equity Asia Pacific Social/Environmental Climate Change	527
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.07%	Equity World Social/Environmental	60
Amundi MSCI World Swap II UCITS ETF Dist	0.08%	Equity World	8,685
First Trust Global Equity Income UCITS ETF Acc	0.09%	Equity World Fundamental/Quality	70
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.04%	Equity World Social/Environmental Climate Change	273
Amundi Prime Global UCITS ETF Acc	0.08%	Equity World	3,176
HSBC MSCI AC Asia Pacific ex Japan Climate Paris Aligned UCITS ETF	0.95%	Equity Asia Pacific Social/Environmental Climate Change	16
Amundi Core MSCI World Swap UCITS ETF Acc	0.08%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.09%	Equity World	13,637
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.29%	Equity World	2
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.17%	Equity World Social/Environmental	8
BNP Paribas Easy MSCI Pacific ex Japan Min TE UCITS ETF	2.99%	Equity Asia Pacific Social/Environmental	295
L&G Global Equity UCITS ETF	0.08%	Equity World Social/Environmental	1,774
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.06%	Equity World	556
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.16%	Equity World Dividend	2,949
Invesco MSCI World Universal Screened UCITS ETF Acc	0.12%	Equity World Social/Environmental	257
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.70%	Equity Asia Pacific Social/Environmental	366
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.10%	Equity World Social/Environmental	63
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	111
Franklin Global Quality Dividend UCITS ETF (Dist)	2.30%	Equity World Dividend	99
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental	1,327
iShares FTSE All-World UCITS ETF USD (Dist)	0.07%	Equity World	0
iShares MSCI World Swap UCITS ETF USD (Acc)	0.08%	Equity World	1,937
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF hEUR acc	5.50%	Equity Asia Pacific Social/Environmental Climate Change	1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	202
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	965
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.08%	Equity World	1
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.07%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	1,143
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	444
Amundi Core MSCI World UCITS ETF Acc	0.08%	Equity World	14,530
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,609
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.50%	Equity World Social/Environmental Climate Change	56
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.08%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.08%	Equity World	1,560
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	504
Xtrackers MSCI World Swap UCITS ETF 1D	0.08%	Equity World	5,692
iShares Core MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	127,092
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF EUR Dist	4.60%	Equity Asia Pacific Social/Environmental	19
UBS MSCI Australia UCITS ETF AUD dis	4.84%	Equity Australia	89
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	857
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.08%	Equity World	62
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.07%	Equity World	1,860
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	60
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	23,450
HSBC MSCI Pacific ex Japan UCITS ETF USD	3.08%	Equity Asia Pacific	689
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	16,487
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.23%	Equity World Social/Environmental	427
UBS MSCI World ex USA UCITS ETF USD dis	0.28%	Equity World	0
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
UBS MSCI Australia Universal UCITS ETF AUD acc	5.84%	Equity Australia Social/Environmental Climate Change	54
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.28%	Equity World	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.22%	Equity World Multi-Factor Strategy	255
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.07%	Equity World	65
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.14%	Equity World	21
Amundi MSCI World Ex USA UCITS ETF Dist	0.29%	Equity World	131
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	2
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	661
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	276
UBS MSCI Australia UCITS ETF AUD acc	4.84%	Equity Australia	278
Invesco Global Active Defensive ESG Equity UCITS ETF	0.07%	Equity World Low Volatility/Risk Weighted Climate Change	53
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.08%	Equity World	23
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.08%	Equity World Social/Environmental	1,049
Amundi MSCI World Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	2,109
Amundi MSCI World Ex USA UCITS ETF Acc	0.29%	Equity World	666
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	10,682
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	1.33%	Equity Asia Pacific	1,889
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.07%	Equity World	2,126
iShares FTSE All-World UCITS ETF USD (Acc)	0.07%	Equity World	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.29%	Equity World Social/Environmental Climate Change	167
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	797
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.08%	Equity World Social/Environmental	131
Invesco RAFI All-World Fundamental Value UCITS ETF	0.07%	Equity World Value	283
Franklin S&P World Screened UCITS ETF Acc	0.11%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	5
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.07%	Equity World	70
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	33
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	2.16%	Equity Asia Pacific Social/Environmental	395
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.28%	Equity World	11
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.08%	Equity World	41
Amundi Prime All Country World UCITS ETF Acc	0.07%	Equity World	2,906
UBS MSCI World UCITS ETF USD dis	0.08%	Equity World	1,449
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	32
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,892
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,718
L&G Asia Pacific ex Japan Equity UCITS ETF	2.81%	Equity Asia Pacific Social/Environmental	679
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.08%	Equity World	24
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	639
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	134
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	7,487
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (D)	0.91%	Equity World Consumer Discretionary Social/Environmental	15
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	17,748
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	215
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.07%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.06%	Equity World	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	4,135
Jury Global High Dividend UCITS ETF Dist	1.40%	Equity World Dividend	84
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.18%	Equity World Islamic Investing	107
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF EUR Acc	4.60%	Equity Asia Pacific Social/Environmental	245
Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C	0.92%	Equity World Consumer Discretionary	336
Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR)	4.21%	Equity Asia Pacific Social/Environmental Climate Change	183
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist)	0.95%	Equity World Consumer Discretionary	97
Xtrackers MSCI World Swap UCITS ETF 1C	0.08%	Equity World	5,263
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental	601
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.07%	Equity World	1,666
Amundi MSCI All Country World UCITS ETF EUR Acc	0.07%	Equity World	2,392
Xtrackers MSCI World ex USA UCITS ETF 1D	0.29%	Equity World	254
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF USD acc	5.50%	Equity Asia Pacific Social/Environmental Climate Change	2
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF	4.30%	Equity Asia Pacific Social/Environmental	74
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.18%	Equity World	8
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	437
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	343
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.07%	Equity World	88
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	138
Xtrackers MSCI Pacific ex Japan UCITS ETF 1D	3.08%	Equity Asia Pacific	567
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.08%	Equity World	187
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	6,230
Invesco FTSE All-World UCITS ETF	0.08%	Equity World	3,947
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.06%	Equity World Fundamental/Quality	216
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)	0.37%	Equity Asia Pacific Social/Environmental	1
iShares MSCI Australia UCITS ETF	4.84%	Equity Australia	549
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,002
UBS MSCI ACWI SF UCITS ETF USD acc	0.07%	Equity World	3,831
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	188
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental	62
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.08%	Equity World	47
First Trust Global Equity Income UCITS ETF Dist	0.09%	Equity World Fundamental/Quality	54
HSBC MSCI World UCITS ETF CHF hedged	0.09%	Equity World	89
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	18
UBS MSCI Australia UCITS ETF hEUR acc	4.84%	Equity Australia	39
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	5,245
Amundi Core MSCI World UCITS ETF USD Dist	0.08%	Equity World	1,616
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.10%	Equity World Social/Environmental	257
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	2,874
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.29%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.10%	Equity World Social/Environmental	123
Amundi MSCI World Swap UCITS ETF USD Acc	0.08%	Equity World	74
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.08%	Equity World	683
UBS MSCI World ex USA UCITS ETF hCHF acc	0.28%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.08%	Equity World	646
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	906
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	102
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.33%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	8,132
VanEck World Equal Weight Screened UCITS ETF A	0.43%	Equity World Equal Weighted	1,506
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,811
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD (Dist)	0.39%	Equity Asia Pacific Social/Environmental Climate Change	71
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.08%	Equity World	1
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.07%	Equity World	520
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	50,681
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.17%	Equity World Social/Environmental	1
HSBC MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	2,001
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.07%	Equity World	65
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	234
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,599
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	52
UBS MSCI Australia UCITS ETF hGBP acc	4.84%	Equity Australia	5
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	1.33%	Equity Asia Pacific	980
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	387
Invesco Global Enhanced Equity UCITS ETF Acc	0.06%	Equity World Multi-Factor Strategy	994
iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF USD (Acc)	2.31%	Equity Asia Pacific Social/Environmental	143
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	0.08%	Equity World	65
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	63
iShares MSCI All Country World UCITS ETF USD (Acc)	0.07%	Equity World	31,188
State Street SPDR MSCI World Consumer Discretionary UCITS ETF USD	0.88%	Equity World Consumer Discretionary	55
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	1,761
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	28
Franklin Global Quality Dividend UCITS ETF (Acc)	2.30%	Equity World Dividend	8
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,428
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	5,357
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.11%	Equity World Islamic Investing	961
Xtrackers FTSE All-World UCITS ETF 1C	0.07%	Equity World	134
Invesco FTSE All-World UCITS ETF	0.08%	Equity World	279
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.28%	Equity World Social/Environmental	1
Amundi MSCI All Country World UCITS ETF USD Acc	0.07%	Equity World	126
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	3.05%	Equity Asia Pacific	177
VanEck Multi-Asset Growth Allocation UCITS ETF	0.52%	Equity World Social/Environmental Multi-Asset Strategy	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.29%	Equity World Social/Environmental Climate Change	0
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	108
Amundi MSCI World Swap UCITS ETF EUR Dist	0.08%	Equity World	440
Amundi Prime Global UCITS ETF Dist	0.08%	Equity World	1,634
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	20,873
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	9
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.06%	Equity World Covered Call Alternative Investments	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	550
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	1,804
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.07%	Equity World	112
UBS MSCI Pacific ex Japan UCITS ETF USD dis	3.05%	Equity Asia Pacific	87
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.07%	Equity World	43
Xtrackers S&P/ASX 200 UCITS ETF 1D	3.74%	Equity Australia	65
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,099
Amundi Prime All Country World UCITS ETF Dist	0.07%	Equity World	4,610
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.10%	Equity World Social/Environmental	1,229
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	101
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	19
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.28%	Equity World Social/Environmental	33
Xtrackers MSCI Pacific ex Japan UCITS ETF 1C	3.08%	Equity Asia Pacific	748
UBS MSCI Pacific ex Japan UCITS ETF USD acc	3.05%	Equity Asia Pacific	20
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	72
Amundi MSCI World Swap UCITS ETF EUR Acc	0.08%	Equity World	6,507
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	463
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.29%	Equity World	3,180

Performance

Returns overview

YTD	-4.65%
1 month	-17.02%
3 months	-13.49%
6 months	-3.78%
1 year	-14.41%
3 years	+41.52%
5 years	+28.13%
Since inception (MAX)	+70.05%
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).