Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

102,759 m

Country

Canada

Sector

Finance

Dividend yield

2.81%

Overview

Quote

Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

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Finance Banking International Banks Canada

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Financials

Key metrics

Market capitalisation, EUR	102,759 m
EPS, EUR	8.14
P/B ratio	2.1
P/E ratio	18.0
Dividend yield	2.81%

Income statement (2025)

Revenue, EUR	50,126 m
Net income, EUR	5,605 m
Profit margin	11.18%

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Capital at risk

What ETF is Bank of Montreal in?

There are 227 ETFs which contain Bank of Montreal. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank of Montreal is the UBS MSCI Canada Universal UCITS ETF CAD acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.12%	Equity World	954
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	729
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,295
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	45
State Street SPDR MSCI World Financials UCITS ETF USD	0.76%	Equity World Financials	255
Xtrackers MSCI World ex USA UCITS ETF 1C	0.44%	Equity World	5,525
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.12%	Equity World	1,827
UBS MSCI World ex USA UCITS ETF USD acc	0.43%	Equity World	142
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.11%	Equity World	11
L&G Global Quality Dividends UCITS ETF USD Acc	0.21%	Equity World Dividend	26
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.12%	Equity World Social/Environmental	85
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.12%	Equity World Social/Environmental	525
iShares World Equity High Income UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	379
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.12%	Equity World	615
UBS MSCI Canada UCITS ETF hGBP dis	3.52%	Equity Canada	2
Amundi MSCI World ESG Selection UCITS ETF Acc	0.25%	Equity World Social/Environmental	1,736
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.21%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	15
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.28%	Equity World	27
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	90
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.25%	Equity World Momentum Climate Change	507
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	50
Xtrackers MSCI World UCITS ETF 1D	0.12%	Equity World	4,690
Xtrackers MSCI World ESG UCITS ETF 1C	0.27%	Equity World Social/Environmental	5,092
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.14%	Equity World Social/Environmental	541
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.24%	Equity World Social/Environmental Climate Change	134
UBS MSCI ACWI Universal UCITS ETF USD dis	0.15%	Equity World Social/Environmental	2,180
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	705
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.14%	Equity World Social/Environmental	70
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	223
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.25%	Equity World Dividend	8,359
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	36
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.48%	Equity World Social/Environmental	103
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.22%	Equity World Social/Environmental Climate Change	288
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.11%	Equity World Social/Environmental	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	1,098
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.04%	Equity World Social/Environmental Climate Change	177
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.89%	Equity World Financials Social/Environmental	26
Amundi Prime Global UCITS ETF Acc	0.13%	Equity World	1,974
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	25
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.48%	Equity World Value	5
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	13,012
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.44%	Equity World	0
L&G Global Equity UCITS ETF	0.13%	Equity World Social/Environmental	1,287
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.25%	Equity World Dividend	2,328
Invesco MSCI World Universal Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	241
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.15%	Equity World Social/Environmental	65
UBS Core MSCI World UCITS ETF hGBP dis	0.12%	Equity World	102
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	1,374
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	81
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	211
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.94%	Equity World Dividend	126
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.20%	Equity World Multi-Factor Strategy	368
UBS Core MSCI World UCITS ETF hEUR acc	0.12%	Equity World	787
UBS MSCI World Selection UCITS ETF hEUR dis	0.24%	Equity World Social/Environmental	303
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.27%	Equity World Social/Environmental	1,025
UBS MSCI World Selection UCITS ETF hCHF acc	0.24%	Equity World Social/Environmental	281
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.12%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.21%	Equity World Social/Environmental	234
UBS MSCI Canada UCITS ETF hUSD acc	3.52%	Equity Canada	57
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	1,125
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.13%	Equity World Social/Environmental	423
Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR)	2.17%	Equity Canada Social/Environmental Climate Change	11
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.19%	Equity North America Social/Environmental	25
Amundi Core MSCI World UCITS ETF Acc	0.12%	Equity World	13,328
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.94%	Equity World Dividend	38
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.14%	Equity World Social/Environmental	5,354
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.56%	Equity World Financials Social/Environmental	120
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental Climate Change	7
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	51
HANetf Middlefield Canadian Enhanced Income UCITS ETF (Dist)	2.76%	Equity Canada Dividend	76
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	844
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.12%	Equity World	455
iShares Core MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	118,613
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental Climate Change	5
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	151
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	93
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.19%	Equity North America Social/Environmental	236
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	751
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.12%	Equity World	62
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	56
L&G Global Quality Dividends UCITS ETF USD Dist	0.21%	Equity World Dividend	175
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.11%	Equity World	21,595
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	13,120
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI World Momentum UCITS ETF 1C	0.32%	Equity World Momentum	1,823
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	66
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental Climate Change	606
UBS MSCI Canada UCITS ETF hEUR acc	3.52%	Equity Canada	157
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.21%	Equity World Multi-Factor Strategy	224
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.21%	Equity World	8
Amundi MSCI World Ex USA UCITS ETF Dist	0.44%	Equity World	120
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	760
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	251
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.11%	Equity World	10
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.12%	Equity World Social/Environmental	921
Amundi MSCI World Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	1,481
HSBC MSCI Canada UCITS ETF USD	3.54%	Equity Canada	346
iShares MSCI Canada UCITS ETF (Acc)	3.52%	Equity Canada	2,006
Amundi MSCI World Ex USA UCITS ETF Acc	0.44%	Equity World	631
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	108
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.42%	Equity World Dividend	7,804
UBS Core MSCI World UCITS ETF USD acc	0.12%	Equity World	8,929
Xtrackers MSCI Canada Screened UCITS ETF 1C	3.67%	Equity Canada Social/Environmental	1,137
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.22%	Equity World Social/Environmental Climate Change	36
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.24%	Equity World Social/Environmental Climate Change	273
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.22%	Equity World Social/Environmental Climate Change	480
UBS MSCI Canada UCITS ETF CAD acc	3.52%	Equity Canada	609
iShares Core MSCI World UCITS ETF USD (Dist)	0.12%	Equity World	728
Invesco RAFI All-World Fundamental Value UCITS ETF	0.14%	Equity World Value	213
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	144
Franklin S&P World Screened UCITS ETF Acc	0.21%	Equity United States Social/Environmental Climate Change	12
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.12%	Equity World Social/Environmental	4
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	23
UBS MSCI Canada UCITS ETF hCHF acc	3.52%	Equity Canada	52
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.12%	Equity World	76
Amundi Prime All Country World UCITS ETF Acc	0.11%	Equity World	1,886
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.14%	Equity World Social/Environmental	26
UBS MSCI World UCITS ETF USD dis	0.12%	Equity World	1,403
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	5,327
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.14%	Equity World Social/Environmental	1,620
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.22%	Equity World Social/Environmental Climate Change	16
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.13%	Equity World Social/Environmental	496
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	116
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	5,577
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.40%	Equity World Social/Environmental Catholic principles	100
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.25%	Equity World Social/Environmental	87
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.12%	Equity World	15,992
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	128
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	3,899
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.16%	Equity North America	2,600
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	644
Xtrackers MSCI World ex USA UCITS ETF 1D	0.44%	Equity World	222
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.12%	Equity World	390
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	298
Xtrackers MSCI World Screened UCITS ETF 1D	0.13%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.12%	Equity World	151
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.12%	Equity World Social/Environmental	5,642
Invesco FTSE All-World UCITS ETF Acc	0.08%	Equity World	3,204
UBS MSCI World Selection UCITS ETF hEUR acc	0.24%	Equity World Social/Environmental	42
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-UKdis	3.52%	Equity Canada	7
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.14%	Equity World Social/Environmental Climate Change	21
iShares MSCI World Screened UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	1,106
UBS MSCI Canada Universal UCITS ETF CAD acc	5.44%	Equity Canada Social/Environmental Climate Change	239
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	53
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	83
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.27%	Equity World Social/Environmental	21
iShares MSCI World Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	5,050
Amundi Core MSCI World UCITS ETF USD Dist	0.12%	Equity World	1,513
VanEck Morningstar Developed Markets ex-US Dividend Leaders UCITS ETF A	1.76%	Equity World Dividend	1
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.15%	Equity World Social/Environmental	268
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	2,589
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.05%	Equity North America Social/Environmental Climate Change	498
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.24%	Equity World Social/Environmental Climate Change	9
Invesco Global Active ESG Equity UCITS ETF Acc	0.20%	Equity World Multi-Factor Strategy	1,930
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.15%	Equity World Social/Environmental	109
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.16%	Equity North America	2,780
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.14%	Equity World Social/Environmental	882
UBS MSCI World Selection UCITS ETF USD acc	0.24%	Equity World Social/Environmental	685
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	1.13%	Equity World Social/Environmental	56
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.22%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.49%	Equity World Social/Environmental Climate Change	4
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	7,854
VanEck World Equal Weight Screened UCITS ETF A	0.41%	Equity World Equal Weighted	1,273
WisdomTree Global Value UCITS ETF USD (Acc)	0.15%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.12%	Equity World	1,708
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.11%	Equity World	40,005
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	1,824
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.89%	Equity World Financials Social/Environmental	1,208
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	201
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,114
UBS MSCI Canada UCITS ETF hGBP acc	3.52%	Equity Canada	232
iShares MSCI North America UCITS ETF	0.16%	Equity North America	1,187
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.12%	Equity World	49
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.48%	Equity World Social/Environmental	389
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	615
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.12%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.34%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.12%	Equity World	53
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.43%	Equity World Social/Environmental Multi-Asset Strategy	39
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.30%	Equity World Social/Environmental Climate Change	60
iShares MSCI ACWI UCITS ETF USD (Acc)	0.11%	Equity World	27,994
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,530
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	26
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,202
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.12%	Equity World	5,110
Xtrackers FTSE All-World UCITS ETF 1C	0.11%	Equity World	21
Invesco FTSE All-World UCITS ETF Dist	0.08%	Equity World	244
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	98
VanEck Multi-Asset Growth Allocation UCITS ETF	0.63%	Equity World Social/Environmental Multi-Asset Strategy	33
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.13%	Equity World Social/Environmental	102
Amundi Prime Global UCITS ETF Dist	0.13%	Equity World	1,503
Xtrackers MSCI World UCITS ETF 1C	0.12%	Equity World	18,689
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	8
iShares World Equity High Income UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental	15
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	63
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.13%	Equity World	520
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	16
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1,788
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	967
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.41%	Equity World Social/Environmental Catholic principles	155
Amundi Prime All Country World UCITS ETF Dist	0.11%	Equity World	4,170
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.23%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.15%	Equity World Social/Environmental	1,241
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.13%	Equity World Social/Environmental	96
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.48%	Equity World Social/Environmental	15
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.05%	Equity North America Social/Environmental Climate Change	44
Xtrackers MSCI World Financials UCITS ETF 1C	0.76%	Equity World Financials	760
UBS MSCI Canada UCITS ETF CAD dis	3.52%	Equity Canada	734
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	56
HSBC Developed World Screened Equity UCITS ETF USD	0.30%	Equity World Social/Environmental Climate Change	389
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.44%	Equity World	2,876
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.20%	Equity World Multi-Factor Strategy	150

Performance

Returns overview

YTD	+27.67%
1 month	+10.56%
3 months	+17.24%
6 months	+25.77%
1 year	+56.01%
3 years	+77.95%
5 years	+67.59%
Since inception (MAX)	+199.73%
2025	+27.18%
2024	-1.53%
2023	+2.69%
2022	-5.72%

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).