Wesfarmers Ltd.
ISIN AU000000WES1
|WKN 876755
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; 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 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.
Consumer Cyclicals Consumer Retail Home Improvement Retail Australia
Chart
Financials
Key metrics
| Market capitalisation, EUR | 36,953.91 m |
| EPS, EUR | - |
| P/B ratio | 7.30 |
| P/E ratio | 24.47 |
| Dividend yield | 3.58% |
Income statement (2023)
| Revenue, EUR | 27,951.08 m |
| Net income, EUR | 1,586.92 m |
| Profit margin | 5.68% |
What ETF is Wesfarmers Ltd. in?
There are 162 ETFs which contain WESFARMERS ORDINARY. All of these ETFs are listed in the table below. The ETF with the largest weighting of WESFARMERS ORDINARY is the UBS ETF (IE) MSCI Pacific (ex Japan) IMI Socially Responsible UCITS ETF (hedged to EUR) A-acc.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y |
|---|---|---|---|---|---|---|
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc | 0.07% | Equity World | 1,498.00 | 0.30% | 40 | +13.23% |
| Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | 1.41% | Equity Asia Pacific | 397.00 | 0.15% | 890 | -0.83% |
| Xtrackers Portfolio UCITS ETF 1C | 0.01% | Equity World Multi-Asset Strategy | 12,511.00 | 0.70% | 536 | +5.79% |
| iShares Core MSCI World UCITS ETF USD (Dist) | 0.07% | Equity World | 1,515.00 | 0.20% | 117 | - |
| SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc) | 0.02% | Equity World Social/Environmental Climate Change | 569.00 | 0.15% | 6 | +13.59% |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.07% | Equity World Fundamental/Quality | 1,209.00 | 0.39% | 50 | +7.61% |
| UBS ETF (IE) MSCI Australia UCITS ETF (hedged to CHF) A-acc | 3.56% | Equity Australia | 58.00 | 0.50% | 23 | +5.55% |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.08% | Equity World | 1,945.00 | 0.20% | 0 | - |
| Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF Acc | 1.26% | Equity Asia Pacific Social/Environmental | 107.00 | 0.30% | 382 | -5.28% |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis | 0.07% | Equity World | 1,498.00 | 0.30% | 168 | +13.23% |
| Amundi Multi-Asset Portfolio Defensive UCITS ETF Dist | 0.04% | Equity World Multi-Asset Strategy | 1,475.00 | 0.40% | 25 | +4.91% |
| WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc | 0.40% | Equity World Fundamental/Quality | 593.00 | 0.43% | 1 | - |
| UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 0.07% | Equity World | 1,512.00 | 0.30% | 1,024 | +13.01% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc) | 0.17% | Equity World Low Volatility/Risk Weighted | 273.00 | 0.35% | 36 | +6.26% |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.06% | Equity World | 2,124.00 | 0.12% | 1,359 | +12.93% |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.06% | Equity World Social/Environmental | 708.00 | 0.25% | 49 | +13.78% |
| L&G Asia Pacific ex Japan Equity UCITS ETF | 2.18% | Equity Asia Pacific Social/Environmental | 151.00 | 0.10% | 347 | -6.40% |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.03% | Equity World Multi-Factor Strategy | 1,112.00 | 0.40% | 3 | +4.71% |
| Vanguard LifeStrategy 40% Equity UCITS ETF Distributing | 0.01% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 20 | +4.14% |
| BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc | 0.07% | Equity World Social/Environmental | 1,005.00 | 0.15% | 118 | - |
| Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C | 0.10% | Equity World Social/Environmental Climate Change | 1,135.00 | 0.19% | 22 | +13.32% |
| SPDR MSCI ACWI IMI UCITS ETF | 0.09% | Equity World | 2,610.00 | 0.17% | 827 | +10.73% |
| Deka MSCI World Climate Change ESG UCITS ETF | 0.08% | Equity World Social/Environmental Climate Change | 1,273.00 | 0.26% | 634 | +19.02% |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged | 0.07% | Equity World Social/Environmental | 1,983.00 | 0.37% | 6 | +13.29% |
| Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (D) | 0.80% | Equity World Consumer Discretionary Social/Environmental | 121.00 | 0.18% | 4 | +20.20% |
| JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.48% | Equity Asia Pacific Social/Environmental | 300.00 | 0.30% | 19 | -4.28% |
| iShares Dow Jones Global Sustainability Screened UCITS ETF | 0.20% | Equity World Social/Environmental | 551.00 | 0.60% | 1,083 | +15.74% |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.07% | Equity World Social/Environmental | 5,819.00 | 0.24% | 233 | +12.93% |
| SPDR MSCI World UCITS ETF | 0.07% | Equity World | 1,473.00 | 0.12% | 3,562 | +13.39% |
| Deka MSCI World UCITS ETF Distribution | 0.07% | Equity World | 1,504.00 | 0.31% | 1,943 | +13.44% |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.06% | Equity World | 2,124.00 | 0.12% | 2,055 | +13.35% |
| Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C | 0.65% | Equity World Consumer Discretionary | 160.00 | 0.25% | 292 | +20.26% |
| L&G Asia Pacific ex Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF | 1.60% | Equity Asia Pacific Social/Environmental Climate Change | 121.00 | 0.16% | 3 | -8.16% |
| Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR) | 2.35% | Equity Asia Pacific Social/Environmental Climate Change | 90.00 | 0.29% | 101 | -6.60% |
| iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD (Dist) | 0.64% | Equity World Consumer Discretionary | 160.00 | 0.25% | 20 | +20.66% |
| Amundi MSCI World Climate Transition CTB UCITS ETF DR EUR (C) | 0.08% | Equity World Social/Environmental Climate Change | 1,247.00 | 0.25% | 861 | +18.39% |
| Amundi MSCI Pacific ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 0.70% | Equity Asia Pacific Social/Environmental Climate Change | 325.00 | 0.45% | 157 | - |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc | 0.06% | Equity World Social/Environmental | 2,017.00 | 0.33% | 317 | +13.06% |
| Xtrackers MSCI World Minimum Volatility UCITS ETF 1C | 0.16% | Equity World Low Volatility/Risk Weighted | 276.00 | 0.25% | 384 | +1.37% |
| Amundi Multi-Asset Portfolio UCITS ETF Dist | 0.07% | Equity World Multi-Asset Strategy | 1,482.00 | 0.45% | 177 | +2.82% |
| Vanguard LifeStrategy 20% Equity UCITS ETF Distributing | 0.01% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 9 | +1.63% |
| iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) | 0.01% | Equity World Social/Environmental Climate Change | 602.00 | 0.20% | 59 | +12.96% |
| iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) | 2.28% | Equity Asia Pacific | 119.00 | 0.20% | 2,321 | -5.03% |
| SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) | 0.06% | Equity World | 2,392.00 | 0.45% | 45 | +11.94% |
| UBS ETF (IE) MSCI Pacific (ex Japan) IMI Socially Responsible UCITS ETF (USD) A-acc | 4.02% | Equity Asia Pacific Social/Environmental | 173.00 | 0.38% | 6 | -3.47% |
| Invesco MSCI Pacific Ex Japan ESG Universal Screened UCITS ETF Acc | 1.83% | Equity Asia Pacific Social/Environmental | 108.00 | 0.19% | 7 | -5.42% |
| Xtrackers MSCI World UCITS ETF 2C - EUR Hedged | 0.07% | Equity World | 1,514.00 | 0.17% | 1 | - |
| SPDR MSCI World UCITS ETF GBP Hedged (Dist) | 0.07% | Equity World | 1,473.00 | 0.17% | 21 | - |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.08% | Equity World | 1,945.00 | 0.20% | 1 | - |
| Xtrackers MSCI World ESG Screened UCITS ETF 1D | 0.07% | Equity World Social/Environmental | 1,334.00 | 0.19% | 81 | +13.70% |
| Xtrackers MSCI World UCITS ETF 1D | 0.07% | Equity World | 1,514.00 | 0.12% | 2,001 | +13.39% |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 1C | 0.07% | Equity World Social/Environmental | 1,983.00 | 0.25% | 2,862 | +12.99% |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) | 0.06% | Equity World Social/Environmental | 708.00 | 0.25% | 229 | +17.17% |
| Invesco FTSE All-World UCITS ETF Acc | 0.08% | Equity World | 1,945.00 | 0.15% | 28 | - |
| UBS ETF (IE) MSCI Australia UCITS ETF (hedged to USD) A-acc | 3.56% | Equity Australia | 58.00 | 0.50% | 14 | +3.14% |
| Xtrackers MSCI World Climate Transition UCITS ETF | 0.09% | Equity World Social/Environmental Climate Change | 1,131.00 | 0.19% | 28 | - |
| JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.48% | Equity Asia Pacific Social/Environmental | 300.00 | 0.30% | 4 | -4.28% |
| iShares MSCI Australia UCITS ETF | 3.56% | Equity Australia | 58.00 | 0.50% | 381 | +0.29% |
| iShares MSCI World ESG Screened UCITS ETF USD (Dist) | 0.07% | Equity World Social/Environmental | 1,391.00 | 0.20% | 427 | +14.89% |
| iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) | 0.01% | Equity World Social/Environmental Climate Change | 602.00 | 0.20% | 47 | +13.32% |
| Amundi Index MSCI World UCITS ETF DR EUR (D) | 0.07% | Equity World | 1,510.00 | 0.18% | 603 | +13.15% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis | 0.06% | Equity World Social/Environmental | 2,017.00 | 0.25% | 771 | +12.29% |
| First Trust Global Equity Income UCITS ETF Dist | 0.02% | Equity World Fundamental/Quality | 309.00 | 0.60% | 19 | +9.50% |
| HSBC MSCI World UCITS ETF CHF hedged | 0.08% | Equity World | 1,439.00 | 0.18% | 21 | - |
| HSBC MSCI World UCITS ETF EUR Hedged (Acc) | 0.08% | Equity World | 1,439.00 | 0.18% | 218 | - |
| UBS ETF (IE) MSCI Australia UCITS ETF (hedged to EUR) A-acc | 3.56% | Equity Australia | 58.00 | 0.50% | 35 | +3.04% |
| WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist | 0.40% | Equity World Fundamental/Quality | 593.00 | 0.43% | 0 | - |
| Amundi MSCI World UCITS ETF DR USD (D) | 0.07% | Equity World | 1,406.00 | 0.12% | 153 | +12.89% |
| iShares MSCI World ESG Screened UCITS ETF USD (Acc) | 0.07% | Equity World Social/Environmental | 1,391.00 | 0.20% | 1,988 | +14.96% |
| iShares MSCI World CHF Hedged UCITS ETF (Acc) | 0.07% | Equity World | 1,512.00 | 0.55% | 847 | +15.68% |
| Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing | 0.64% | Equity Asia Pacific Social/Environmental | 2,070.00 | 0.17% | 14 | +5.86% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc | 0.06% | Equity World Social/Environmental | 2,017.00 | 0.33% | 104 | +14.59% |
| Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating | 0.01% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 100 | +4.21% |
| HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc) | 2.24% | Equity Asia Pacific | 120.00 | 0.15% | 10 | -5.45% |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing | 0.15% | Equity World Dividend | 1,846.00 | 0.29% | 3,683 | +3.66% |
| Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A) | 0.80% | Equity World Consumer Discretionary Social/Environmental | 121.00 | 0.18% | 182 | +21.32% |
| Amundi MSCI World Climate Paris Aligned PAB UCITS ETF DR - USD (C) | 0.09% | Equity World Social/Environmental Climate Change | 1,246.00 | 0.25% | 640 | +16.17% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc | 0.06% | Equity World Social/Environmental | 2,017.00 | 0.33% | 46 | +0.47% |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) | 0.06% | Equity World Social/Environmental | 708.00 | 0.25% | 438 | +14.78% |
| HSBC World ESG Biodiversity Screened Equity UCITS ETF USD (Acc) | 0.20% | Equity World Social/Environmental | 500.00 | 0.35% | 8 | +15.22% |
| HSBC MSCI World Climate Paris Aligned UCITS ETF | 0.03% | Equity World Social/Environmental Climate Change | 606.00 | 0.18% | 413 | +13.08% |
| Lyxor Net Zero 2050 S&P World Climate PAB (DR) UCITS ETF - Acc | 0.10% | Equity World Social/Environmental Climate Change | 804.00 | 0.20% | 220 | +16.38% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc) | 0.17% | Equity World Low Volatility/Risk Weighted | 273.00 | 0.35% | 156 | +4.42% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) | 0.17% | Equity World Low Volatility/Risk Weighted | 273.00 | 0.30% | 2,400 | +1.44% |
| HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD | 0.06% | Equity Asia Pacific Social/Environmental | 661.00 | 0.25% | 190 | -4.90% |
| iShares MSCI World UCITS ETF (Dist) | 0.07% | Equity World | 1,513.00 | 0.50% | 5,753 | +13.04% |
| Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating | 0.04% | Equity World Multi-Asset Strategy | 14,571.00 | 0.25% | 318 | +9.46% |
| First Trust Global Equity Income UCITS ETF Acc | 0.02% | Equity World Fundamental/Quality | 309.00 | 0.60% | 4 | +9.69% |
| iShares Core MSCI World UCITS ETF EUR Hedged (Dist) | 0.07% | Equity World | 1,515.00 | 0.30% | 951 | +13.60% |
| Amundi Index MSCI World UCITS ETF DR (C) | 0.07% | Equity World | 1,510.00 | 0.18% | 1,156 | +13.25% |
| HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD (Dist) | 0.06% | Equity Asia Pacific Social/Environmental | 661.00 | 0.25% | 39 | -6.08% |
| HSBC MSCI AC Asia Pacific ex Japan Climate Paris Aligned UCITS ETF | 0.09% | Equity Asia Pacific Social/Environmental Climate Change | 411.00 | 0.25% | 14 | -5.66% |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.06% | Equity World | 3,633.00 | 0.22% | 7,963 | +11.87% |
| HSBC MSCI World UCITS ETF USD (Acc) | 0.08% | Equity World | 1,439.00 | 0.15% | 47 | +13.56% |
| HSBC MSCI World UCITS ETF USD | 0.08% | Equity World | 1,439.00 | 0.15% | 6,192 | +13.60% |
| Lyxor MSCI World Climate Change (DR) UCITS ETF - Acc | 0.07% | Equity World Social/Environmental Climate Change | 1,323.00 | 0.20% | 208 | +17.77% |
| Amundi MSCI World ESG Universal Select UCITS ETF DR (C) | 0.07% | Equity World Social/Environmental | 1,311.00 | 0.18% | 3 | +13.96% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.05% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 25 | - |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) | 0.02% | Equity World Social/Environmental | 1,322.00 | 0.20% | 3,457 | +12.00% |
| BNP Paribas Easy MSCI Pacific ex Japan ESG Filtered Min TE UCITS ETF | 2.75% | Equity Asia Pacific Social/Environmental | 90.00 | 0.16% | 152 | -4.34% |
| Xtrackers MSCI World UCITS ETF 3C - CHF Hedged | 0.07% | Equity World | 1,514.00 | 0.17% | 4 | - |
| UBS ETF (IE) MSCI Australia UCITS ETF (hedged to GBP) A-acc | 3.56% | Equity Australia | 58.00 | 0.50% | 1 | +6.91% |
| Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating | 1.41% | Equity Asia Pacific | 397.00 | 0.15% | 269 | -1.32% |
| L&G Global Equity UCITS ETF | 0.11% | Equity World Social/Environmental | 1,271.00 | 0.10% | 61 | +13.58% |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc | 0.15% | Equity World Dividend | 1,846.00 | 0.29% | 508 | +3.29% |
| Invesco MSCI World ESG Universal Screened UCITS ETF Acc | 0.05% | Equity World Social/Environmental | 1,384.00 | 0.19% | 133 | +13.84% |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD | 0.40% | Equity World Fundamental/Quality | 593.00 | 0.38% | 122 | +7.83% |
| Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating | 0.64% | Equity Asia Pacific Social/Environmental | 2,070.00 | 0.17% | 13 | +5.78% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis | 0.06% | Equity World Social/Environmental | 2,017.00 | 0.33% | 46 | +15.70% |
| iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD (Acc) | 0.68% | Equity Asia Pacific Social/Environmental | 108.00 | 0.20% | 58 | -7.16% |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged | 0.07% | Equity World Social/Environmental | 1,983.00 | 0.37% | 1 | +13.09% |
| Amundi Prime Global UCITS ETF DR (C) | 0.07% | Equity World | 1,520.00 | 0.05% | 253 | +13.64% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc | 0.06% | Equity World Social/Environmental | 2,017.00 | 0.33% | 593 | +15.61% |
| HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) | 0.02% | Equity World Social/Environmental | 830.00 | 0.18% | 21 | +9.55% |
| iShares MSCI ACWI UCITS ETF (Acc) | 0.05% | Equity World | 2,474.00 | 0.20% | 9,138 | +12.03% |
| Vanguard LifeStrategy 80% Equity UCITS ETF Distributing | 0.04% | Equity World Multi-Asset Strategy | 14,571.00 | 0.25% | 25 | +9.47% |
| UBS ETF (IE) MSCI Pacific (ex Japan) IMI Socially Responsible UCITS ETF (hedged to EUR) A-acc | 4.02% | Equity Asia Pacific Social/Environmental | 173.00 | 0.43% | 1 | -1.04% |
| SPDR MSCI World Consumer Discretionary UCITS ETF | 0.64% | Equity World Consumer Discretionary | 160.00 | 0.30% | 43 | +19.77% |
| SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) | 0.06% | Equity World | 2,392.00 | 0.45% | 336 | +11.77% |
| iShares Core MSCI World UCITS ETF GBP Hedged (Dist) | 0.07% | Equity World | 1,515.00 | 0.30% | 891 | +15.77% |
| BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc | 0.07% | Equity World Social/Environmental | 1,005.00 | 0.15% | 0 | - |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.05% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 98 | - |
| iShares MSCI World EUR Hedged UCITS ETF (Acc) | 0.07% | Equity World | 1,511.00 | 0.55% | 3,279 | +13.39% |
| Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | 0.10% | Equity World Islamic Investing | 1,796.00 | 0.40% | - | +16.76% |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.03% | Equity World Multi-Factor Strategy | 1,112.00 | 0.40% | 33 | +5.14% |
| Invesco FTSE All-World UCITS ETF Dist | 0.08% | Equity World | 1,945.00 | 0.15% | 7 | - |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.06% | Equity World Social/Environmental | 708.00 | 0.25% | 2,361 | +14.68% |
| Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating | 0.01% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 47 | +1.56% |
| Amundi Prime Global UCITS ETF DR (D) | 0.07% | Equity World | 1,520.00 | 0.05% | 574 | +13.87% |
| Amundi MSCI World Climate Transition CTB UCITS ETF DR USD (C) | 0.08% | Equity World Social/Environmental Climate Change | 1,247.00 | 0.25% | 30 | +16.33% |
| UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) A-acc | 0.03% | Equity World Social/Environmental Climate Change | 606.00 | 0.18% | 7 | +13.69% |
| iShares MSCI Pacific ex-Japan UCITS ETF (Dist) | 2.29% | Equity Asia Pacific | 119.00 | 0.60% | 181 | -5.43% |
| Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating | 0.02% | Equity World Multi-Asset Strategy | 14,555.00 | 0.25% | 247 | +6.99% |
| Xtrackers MSCI World UCITS ETF 2D - GBP Hedged | 0.07% | Equity World | 1,514.00 | 0.17% | 120 | +15.73% |
| iShares Core MSCI World UCITS ETF USD (Acc) | 0.07% | Equity World | 1,515.00 | 0.20% | 55,748 | +13.30% |
| Xtrackers MSCI World UCITS ETF 1C | 0.07% | Equity World | 1,514.00 | 0.19% | 9,247 | +13.32% |
| iShares MSCI World GBP Hedged UCITS ETF (Acc) | 0.07% | Equity World | 1,504.00 | 0.55% | 278 | +15.25% |
| UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis | 2.29% | Equity Asia Pacific | 119.00 | 0.30% | 72 | -5.08% |
| UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-dis | 3.56% | Equity Australia | 58.00 | 0.40% | 52 | +0.69% |
| Xtrackers S&P/ASX 200 UCITS ETF 1D | 2.83% | Equity Australia | 200.00 | 0.50% | 51 | -1.00% |
| SPDR MSCI World UCITS ETF EUR Hedged (Acc) | 0.07% | Equity World | 1,473.00 | 0.17% | 16 | - |
| UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc | 0.08% | Equity World Social/Environmental Climate Change | 910.00 | 0.22% | 7 | +11.10% |
| Vanguard FTSE All-World UCITS ETF Distributing | 0.06% | Equity World | 3,633.00 | 0.22% | 11,044 | +11.86% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc | 0.06% | Equity World Social/Environmental | 2,017.00 | 0.33% | 530 | +13.09% |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc | 0.40% | Equity World Fundamental/Quality | 593.00 | 0.38% | 640 | +7.88% |
| HSBC MSCI Pacific ex Japan UCITS ETF USD | 2.24% | Equity Asia Pacific | 120.00 | 0.15% | 363 | -4.71% |
| SPDR MSCI ACWI UCITS ETF | 0.06% | Equity World | 2,392.00 | 0.40% | 2,240 | +11.59% |
| Amundi MSCI World Climate Paris Aligned PAB Umweltzeichen UCITS ETF DR EUR | 0.10% | Equity World Social/Environmental Climate Change | 1,038.00 | 0.25% | 98 | +20.30% |
| Xtrackers MSCI Pacific ex Japan ESG Screened UCITS ETF 1C | 2.43% | Equity Asia Pacific Social/Environmental | 106.00 | 0.25% | 304 | -6.11% |
| UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-acc | 2.29% | Equity Asia Pacific | 119.00 | 0.30% | 13 | -5.84% |
| Lyxor Core MSCI World (DR) UCITS ETF - Acc | 0.07% | Equity World | 1,498.00 | 0.12% | 3,292 | +13.31% |
| UBS ETF (IE) MSCI Australia ESG Universal Low Carbon Select UCITS ETF (AUD) A-acc | 3.92% | Equity Australia Social/Environmental Climate Change | 53.00 | 0.43% | - | - |
| JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating | 0.10% | Equity World Multi-Factor Strategy | 513.00 | 0.20% | 138 | +4.42% |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) | 0.02% | Equity World Social/Environmental | 1,322.00 | 0.20% | 331 | +11.42% |
| UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-acc | 3.56% | Equity Australia | 58.00 | 0.40% | 186 | -1.23% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) | 0.17% | Equity World Low Volatility/Risk Weighted | 273.00 | 0.30% | 12 | +1.32% |
| Amundi Multi-Asset Portfolio Offensive UCITS ETF Dist | 0.08% | Equity World Multi-Asset Strategy | 1,506.00 | 0.52% | 19 | +7.21% |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.07% | Equity World Social/Environmental | 5,819.00 | 0.24% | 246 | +12.96% |
| SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD | 0.08% | Equity World Social/Environmental Climate Change | 823.00 | 0.20% | 4 | +10.93% |
| HSBC Developed World Sustainable Equity UCITS ETF USD | 0.02% | Equity World Social/Environmental | 830.00 | 0.18% | 126 | +10.58% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) | 0.17% | Equity World Low Volatility/Risk Weighted | 273.00 | 0.35% | 98 | +2.24% |
| Vanguard LifeStrategy 60% Equity UCITS ETF Distributing | 0.02% | Equity World Multi-Asset Strategy | 14,555.00 | 0.25% | 36 | +6.96% |
Performance
Returns overview
| YTD | +8.57% |
| 1 month | +2.33% |
| 3 months | +3.23% |
| 6 months | +10.19% |
| 1 year | +6.03% |
| 3 years | +1.99% |
| 5 years | +56.40% |
| Since inception (MAX) | +23.50% |
| 2022 | -19.74% |
| 2021 | +11.97% |
| 2020 | +30.11% |
| 2019 | +23.19% |
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%.
Risk overview
| Volatility 1 year | 18.27% |
| Volatility 3 years | 20.76% |
| Volatility 5 years | 21.74% |
| Return per risk 1 year | 0.33 |
| Return per risk 3 years | 0.02 |
| Return per risk 5 years | 0.56 |
| Maximum drawdown 1 year | -16.83% |
| Maximum drawdown 3 years | -32.81% |
| Maximum drawdown 5 years | -32.81% |
| Maximum drawdown since inception | -46.10% |
Rolling 1 year volatility
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— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.