Halma Plc

ISIN GB0004052071

WKN 865047

Market cap (in EUR)

19,480 m

Country

United Kingdom

Sector

Industrials

Dividend yield

0.53%

Overview

Quote

Description

Halma Plc is a holding company which engages in the development, production and sale of hazard and life protection products. It operates through the following segments: Process Safety, Infrastructure Safety, Medical, and Environmental and Analysis. The Process Safety segment offers products to protect people and assets at work such as interlocks that control critical processes safely; instruments that detect flammable and hazardous gases; explosion protection and pressure relief systems, and corrosion monitoring products. The Infrastructure Safety segment offers life protection in infrastructure and for safe movement such as fire detection systems, smoke detectors, fire suppression, people and vehicle flow solutions, security solutions, and elevator safety products. The Medical segment specializes in devices that assess eye health, assist with eye surgery and primary care applications, critical fluidic components used by medical diagnostic original equipment manufacturers, and laboratories; sensor technologies used in hospitals to track assets and support patient and staff safety. The Environmental and Analysis segment relates to products and technologies for analysis in environmental safety and life sciences markets such as opto-electronic technology and sensors. The company was founded in 1894 and is headquartered in Amersham, the United Kingdom.

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Industrials Industrial Manufacturing Machinery Manufacturing United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	19,480 m
EPS, EUR	-
P/B ratio	8.5
P/E ratio	48.6
Dividend yield	0.53%

Income statement (2024)

Revenue, EUR	2,673 m
Net income, EUR	352 m
Profit margin	13.18%

What ETF is Halma Plc in?

There are 283 ETFs which contain Halma Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Halma Plc is the iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.02%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	914
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	704
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.58%	Equity United Kingdom	184
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	14,975
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,288
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	40
UBS Core MSCI Europe UCITS ETF EUR dis	0.15%	Equity Europe	1,155
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	5,231
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	25
Rize Sustainable Future of Food UCITS ETF	1.78%	Equity World Social/Environmental Future of Food	71
JPMorgan UK Equity Core UCITS ETF GBP (acc)	0.63%	Equity United Kingdom	466
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.63%	Equity United Kingdom	504
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	7
iShares MSCI UK UCITS ETF (Acc)	0.63%	Equity United Kingdom	129
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,713
UBS MSCI World ex USA UCITS ETF USD acc	0.09%	Equity World	91
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	37
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	6
HSBC MSCI Europe Islamic Screened UCITS ETF EUR (Acc)	0.72%	Equity Europe Social/Environmental Islamic Investing	103
L&G Global Quality Dividends UCITS ETF USD Acc	0.21%	Equity World Dividend	22
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	87
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.20%	Equity Europe Momentum	775
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	507
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.33%	Equity Europe Social/Environmental Climate Change	152
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.59%	Equity United Kingdom	2,793
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	522
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.31%	Equity Europe Social/Environmental Climate Change	60
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.29%	Equity Europe Equal Weighted	372
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.14%	Equity Europe	17,928
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.16%	Equity Europe Social/Environmental	1,575
Amundi MSCI Europe UCITS ETF Acc	0.14%	Equity Europe	595
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.13%	Equity Europe	11
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.25%	Equity World Low Volatility/Risk Weighted	881
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	2
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	2.79%	Equity United Kingdom Social/Environmental Climate Change	55
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Climate Change	390
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	69
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.58%	Equity United Kingdom	3,549
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	43
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.53%	Equity United Kingdom	380
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,311
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (D)	0.09%	Equity World Technology Social/Environmental	65
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.15%	Equity Europe Low Volatility/Risk Weighted	798
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,229
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	676
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.48%	Equity United Kingdom Multi-Factor Strategy	10
iShares MSCI Europe Mid Cap UCITS ETF	0.86%	Equity Europe Mid Cap	25
State Street SPDR S&P Europe Quality Aristocrats UCITS ETF EUR Unhedged (Acc)	0.36%	Equity Europe Fundamental/Quality	2
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	215
L&G Clean Water UCITS ETF	2.05%	Equity World Social/Environmental Water	571
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,690
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.18%	Equity Europe Social/Environmental	121
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.58%	Equity United Kingdom	17,820
Amundi Prime Europe UCITS ETF DR (D)	0.14%	Equity Europe	229
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.23%	Equity Europe Social/Environmental	130
Amundi MSCI Europe Growth UCITS ETF Dist	0.29%	Equity Europe Growth	83
Invesco Europe Enhanced Equity UCITS ETF Acc	0.20%	Equity Europe Multi-Factor Strategy	183
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	34
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.13%	Equity World Social/Environmental Climate Change	463
Amundi Core MSCI Europe UCITS ETF Acc	0.13%	Equity Europe	4,073
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.26%	Equity World Low Volatility/Risk Weighted	2,123
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	25
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	2.79%	Equity United Kingdom Social/Environmental Climate Change	12
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,004
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	241
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,650
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	23
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,694
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.29%	Equity Europe Growth	182
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,045
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	1,284
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	233
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	38
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.58%	Equity United Kingdom	53
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	97
Xtrackers MSCI UK ESG UCITS ETF 1D	1.27%	Equity United Kingdom Social/Environmental	716
JPMorgan UK Equity Core UCITS ETF GBP (dist)	0.63%	Equity United Kingdom	114
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,404
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	76
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	1.96%	Equity United Kingdom Social/Environmental	16
Xtrackers MSCI World Momentum ESG UCITS ETF	0.24%	Equity World Momentum	230
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.39%	Equity World Multi-Factor Strategy	324
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	705
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.18%	Equity World Mid Cap	6
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.33%	Equity Europe Social/Environmental Climate Change	30
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	0.02%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.04%	Equity World Social/Environmental	199
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.14%	Equity Europe	136
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,024
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.63%	Equity United Kingdom	98
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	433
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	12,941
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.15%	Equity Europe	95
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A)	0.09%	Equity World Technology Social/Environmental	845
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	48
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.04%	Equity World Momentum	3,792
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	770
HSBC UK Screened Equity UCITS ETF GBP (Dist)	1.11%	Equity United Kingdom Social/Environmental Climate Change	13
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	0.02%	Equity World	408
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.45%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.15%	Equity Europe	130
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	115,524
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.13%	Equity Europe	1,060
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.21%	Equity World Fundamental/Quality	3
iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc)	3.16%	Equity Europe Technology	218
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	85
Amundi Core MSCI Europe UCITS ETF Dist	0.13%	Equity Europe	696
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	705
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	57
L&G Global Quality Dividends UCITS ETF USD Dist	0.21%	Equity World Dividend	101
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	20,492
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.48%	Equity United Kingdom Social/Environmental Climate Change	9
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	9,477
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Momentum UCITS ETF 1C	0.04%	Equity World Momentum	1,655
UBS Core MSCI Europe UCITS ETF hCHF acc	0.15%	Equity Europe	121
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental Climate Change	305
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.31%	Equity Europe Social/Environmental Climate Change	17
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Islamic Investing	79
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	35
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.14%	Equity Europe	4,394
Amundi MSCI World Ex USA UCITS ETF Dist	0.08%	Equity World	116
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
L&G UK Equity UCITS ETF GBP Acc	0.64%	Equity United Kingdom Social/Environmental	199
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	730
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	236
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	196
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.19%	Equity Europe Social/Environmental	208
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	1.96%	Equity United Kingdom Social/Environmental	72
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	813
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.31%	Equity Europe Social/Environmental Climate Change	22
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,282
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	0.82%	Equity United Kingdom Dividend	155
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.26%	Equity World Low Volatility/Risk Weighted	246
Amundi MSCI World Ex USA UCITS ETF Acc	0.08%	Equity World	572
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	96
Invesco S&P World Information Technology ESG UCITS ETF Acc	0.10%	Equity World Technology Social/Environmental	27
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.12%	Equity Europe Social/Environmental Climate Change	241
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	7,974
HSBC UK Screened Equity UCITS ETF GBP	1.11%	Equity United Kingdom Social/Environmental Climate Change	27
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	515
Xtrackers FTSE 100 UCITS ETF 1C	0.59%	Equity United Kingdom	99
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	0.73%	Equity World Social/Environmental	364
iShares Automation & Robotics UCITS ETF	1.51%	Equity World Technology Social/Environmental Robotics & Automation	3,651
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	19
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.86%	Equity Europe Mid Cap	519
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.32%	Equity Europe Social/Environmental Climate Change	91
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.13%	Equity Europe	3,716
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,430
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,363
iShares Smart City Infrastructure UCITS ETF USD (Acc)	1.53%	Equity World Infrastructure Social/Environmental	323
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,412
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.05%	Equity World Multi-Factor Strategy	830
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.63%	Equity United Kingdom	420
State Street SPDR MSCI Europe Technology UCITS ETF EUR	2.93%	Equity Europe Technology	196
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	443
iShares Smart City Infrastructure UCITS ETF USD (Dist)	1.53%	Equity World Infrastructure Social/Environmental	36
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.20%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	4,818
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	95
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.44%	Equity Europe Social/Environmental Climate Change	548
UBS MSCI United Kingdom UCITS ETF GBP acc	0.63%	Equity United Kingdom	2,504
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	15,000
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.29%	Equity Europe Equal Weighted	168
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.59%	Equity United Kingdom	5,118
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	97
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.16%	Equity Europe Social/Environmental	548
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.63%	Equity United Kingdom	240
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.31%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,655
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.14%	Equity World Islamic Investing	41
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.20%	Equity Europe Momentum	47
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	658
iShares Automation & Robotics UCITS ETF	1.51%	Equity World Technology Social/Environmental Robotics & Automation	232
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	210
UBS MSCI United Kingdom UCITS ETF GBP dis	0.63%	Equity United Kingdom	100
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	367
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.16%	Equity Europe Social/Environmental	80
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	276
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,169
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	2,785
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.15%	Equity Europe Low Volatility/Risk Weighted	28
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.07%	Equity World Social/Environmental Climate Change	20
iShares MSCI World Islamic UCITS ETF	0.09%	Equity World Islamic Investing	1,006
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	1.96%	Equity United Kingdom Social/Environmental	36
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,067
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental Climate Change	122
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.10%	Equity Europe Social/Environmental Multi-Asset Strategy	549
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	80
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.16%	Equity World Mid Cap	385
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,608
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,435
Amundi UK Equity All Cap UCITS ETF Dist	0.55%	Equity United Kingdom	841
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	282
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	1,372
Invesco Global Active ESG Equity UCITS ETF Acc	0.39%	Equity World Multi-Factor Strategy	1,597
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	1,077
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.14%	Equity Europe	51
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.63%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	105
HSBC MSCI Europe UCITS ETF EUR	0.15%	Equity Europe	341
UBS FTSE 100 UCITS ETF GBP dis	0.59%	Equity United Kingdom	89
State Street SPDR MSCI World Technology UCITS ETF USD	0.09%	Equity World Technology	949
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.26%	Equity World Low Volatility/Risk Weighted	61
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.23%	Equity World Value	245
Amundi Prime Europe UCITS ETF DR (C)	0.14%	Equity Europe	195
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.84%	Equity Europe Social/Environmental Climate Change	36
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,605
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.48%	Equity United Kingdom Social/Environmental Climate Change	901
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,649
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.44%	Equity Europe Social/Environmental	69
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	34,942
HSBC Europe Screened Equity UCITS ETF EUR	0.07%	Equity Europe Social/Environmental Climate Change	21
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,646
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	184
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,783
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	46
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.63%	Equity United Kingdom	11
Invesco Global Enhanced Equity UCITS ETF Acc	0.15%	Equity World Multi-Factor Strategy	497
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.05%	Equity Europe Fundamental/Quality	30
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	46
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.31%	Equity Europe Social/Environmental Climate Change	2,312
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	25,282
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.16%	Equity Europe Social/Environmental	4,786
Xtrackers FTSE 100 UCITS ETF Income 1D	0.59%	Equity United Kingdom	97
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.08%	Equity World Multi-Factor Strategy	478
Xtrackers MSCI World Information Technology UCITS ETF 1C	0.10%	Equity World Technology	4,667
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.20%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,261
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.14%	Equity Europe	250
HSBC FTSE 100 UCITS ETF GBP	0.60%	Equity United Kingdom	969
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,079
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,031
iShares Edge MSCI Europe Size Factor UCITS ETF	0.51%	Equity Europe Mid Cap	33
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.04%	Equity World Islamic Investing	891
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.55%	Equity Europe Social/Environmental Climate Change	16
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	217
WisdomTree UK Quality Dividend Growth UCITS ETF GBP	0.96%	Equity United Kingdom Fundamental/Quality	10
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	96
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	125
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.53%	Equity United Kingdom	444
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	101
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,141
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	17,844
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	7
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.37%	Equity Europe Social/Environmental	2,168
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.18%	Equity Europe Social/Environmental	34
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	492
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	0.48%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	963
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.44%	Equity Europe Social/Environmental Climate Change	39
UBS Core MSCI Europe UCITS ETF EUR acc	0.15%	Equity Europe	265
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	151
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	39
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	3,768
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	2,452
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	433
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,229
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	92
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	1.48%	Equity United Kingdom Social/Environmental Climate Change	0
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI Europe UCITS ETF 1C	0.14%	Equity Europe	7,305
State Street SPDR MSCI Europe UCITS ETF EUR	0.15%	Equity Europe	391
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Technology Social/Environmental	743
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)	0.87%	Equity Europe Industrials	548
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.37%	Equity Europe Social/Environmental	4,495
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	39
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.26%	Equity World Low Volatility/Risk Weighted	11
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.48%	Equity United Kingdom Social/Environmental Climate Change	110
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.09%	Equity World	2,705
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.39%	Equity World Multi-Factor Strategy	143

Performance

Returns overview

YTD	+25.74%
1 month	+19.38%
3 months	+22.31%
6 months	+26.44%
1 year	+64.83%
3 years	+97.28%
5 years	+70.40%
Since inception (MAX)	+87.08%
2025	+31.82%
2024	+17.07%
2023	+14.44%
2022	-37.40%

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).