Halma Plc

ISIN GB0004052071

WKN 865047

Market cap (in EUR)

15,769 m

Country

United Kingdom

Sector

Industrials

Dividend yield

0.70%

Overview

Quote

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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 business segments: Safety, Environmental and Analysis, and Healthcare. The Safety segment engages in the provision of products that protect people, assets and infrastructure in commercial, industrial and public spaces. The Environmental and Analysis segment engages in the provision of technologies that monitor the environment, ensure the quality and availability of life-critical resources, and enable customers to analyse, test and transmit critical data through optical and photonic technologies. The Healthcare segment engages in the provision of technologies and digital solutions which help providers improve the care they deliver and enhance the quality of patient's lives. 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	15,769 m
EPS, EUR	-
P/B ratio	6.2
P/E ratio	36.1
Dividend yield	0.70%

Income statement (2025)

Revenue, EUR	2,986 m
Net income, EUR	430 m
Profit margin	14.42%

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Capital at risk

What ETF is Halma Plc in?

There are 374 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 Amundi MSCI UK IMI SRI Climate Paris Aligned 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)	0.01%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,190
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.52%	Equity United Kingdom	224
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	15,673
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	1,814
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	48
UBS Core MSCI Europe UCITS ETF EUR dis	0.13%	Equity Europe	1,627
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.02%	Equity World	12
Xtrackers MSCI World ex USA UCITS ETF 1C	0.07%	Equity World	6,989
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	1
Invesco MSCI World UCITS ETF Acc	0.02%	Equity World	9,366
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.32%	Equity World Low Volatility/Risk Weighted	55
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	31
Rize Sustainable Future of Food UCITS ETF	1.38%	Equity World Social/Environmental Future of Food	52
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.31%	Equity United Kingdom	561
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.56%	Equity United Kingdom	1,031
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	0.56%	Equity United Kingdom	134
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	2,094
UBS MSCI World ex USA UCITS ETF USD acc	0.07%	Equity World	442
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.02%	Equity World	296
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	25
iShares MSCI All Country World UCITS ETF USD (Dist)	0.02%	Equity World	37
HSBC MSCI EUROPE ISLAMIC SCREENED UCITS ETF EUR (Acc)	0.21%	Equity Europe Social/Environmental Islamic Investing	149
L&G Global Quality Dividends UCITS ETF USD Acc	0.17%	Equity World Dividend	55
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	89
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.02%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	579
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.04%	Equity World	110
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.12%	Equity Europe	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.30%	Equity Europe Social/Environmental Climate Change	187
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.52%	Equity United Kingdom	2,216
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	835
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.22%	Equity Europe Social/Environmental Climate Change	60
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.11%	Equity Europe Covered Call Alternative Investments	26
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.20%	Equity Europe Equal Weighted	205
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.12%	Equity Europe	20,936
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.15%	Equity Europe Social/Environmental	1,749
Amundi MSCI Europe UCITS ETF Acc	0.12%	Equity Europe	603
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.12%	Equity Europe	13
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.40%	Equity World Low Volatility/Risk Weighted	1,208
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	2.38%	Equity United Kingdom Social/Environmental Climate Change	46
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	413
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.04%	Equity World	47
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	100
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.52%	Equity United Kingdom	3,751
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.05%	Equity World Covered Call Alternative Investments	69
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	76
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.46%	Equity United Kingdom	385
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,900
Xtrackers MSCI World ESG UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,248
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (D)	0.08%	Equity World Technology Social/Environmental	75
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.03%	Equity World Social/Environmental	613
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity World Covered Call Alternative Investments	39
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.17%	Equity Europe Social/Environmental	119
Amundi Core MSCI World Swap UCITS ETF Dist	0.02%	Equity World	6,837
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.39%	Equity Europe Low Volatility/Risk Weighted	902
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,276
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	747
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	91
iShares MSCI Europe Mid Cap UCITS ETF	0.74%	Equity Europe Mid Cap	26
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	106
State Street SPDR S&P Europe Quality Aristocrats UCITS ETF EUR Unhedged (Acc)	0.32%	Equity Europe Fundamental/Quality	2
L&G Clean Water UCITS ETF	1.73%	Equity World Social/Environmental Water	591
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.13%	Equity Europe	10,451
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.16%	Equity Europe Social/Environmental	128
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.02%	Equity World	60
Amundi MSCI World Swap II UCITS ETF Acc	0.02%	Equity World	741
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.52%	Equity United Kingdom	18,837
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.17%	Equity Europe Social/Environmental	2,825
Amundi Prime Europe UCITS ETF DR (D)	0.13%	Equity Europe	268
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.22%	Equity Europe Social/Environmental	101
Amundi MSCI Europe Growth UCITS ETF Dist	0.25%	Equity Europe Growth	89
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	41
Amundi MSCI Europe Action UCITS ETF Dist	0.08%	Equity Europe Social/Environmental Climate Change	2,196
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	290
Amundi Core MSCI Europe UCITS ETF Acc	0.12%	Equity Europe	4,067
CT QR Series European Equity Active UCITS ETF EUR Dist	0.18%	Equity Europe Fundamental/Quality	1
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.40%	Equity World Low Volatility/Risk Weighted	2,340
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	63
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	2.38%	Equity United Kingdom Social/Environmental Climate Change	9
Amundi MSCI World Swap II UCITS ETF Dist	0.02%	Equity World	9,041
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.24%	Equity World Low Volatility/Risk Weighted Climate Change	600
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.03%	Equity Europe Social/Environmental	534
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	280
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	3,373
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
Amundi Core MSCI World Swap UCITS ETF Acc	0.02%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	14,497
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.07%	Equity World	3
Amundi MSCI Europe Growth UCITS ETF Acc	0.25%	Equity Europe Growth	160
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	8
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,936
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	2,585
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	284
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	67
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.52%	Equity United Kingdom	45
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.12%	Equity Europe	8
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	117
Xtrackers MSCI UK ESG UCITS ETF 1D	1.05%	Equity United Kingdom Social/Environmental	860
BNP Paribas Easy Alpha Enhanced Europe UCITS ETF Acc	0.19%	Equity Europe Multi-Factor Strategy	61
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.31%	Equity United Kingdom	224
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,370
iShares FTSE All-World UCITS ETF USD (Dist)	0.02%	Equity World	1
iShares MSCI World Swap UCITS ETF USD (Acc)	0.02%	Equity World	2,182
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Dist	2.45%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	212
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	968
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.13%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.30%	Equity Europe Social/Environmental Climate Change	36
iShares Europe Infrastructure Builders UCITS ETF (Acc)	1.34%	Equity Europe Infrastructure	6
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.02%	Equity World	1
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.04%	Equity World Social/Environmental	1,137
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	20
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity World Social/Environmental	216
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.12%	Equity Europe	129
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,192
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.56%	Equity United Kingdom	96
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	15,655
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	90
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A)	0.08%	Equity World Technology Social/Environmental	1,674
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	5,926
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	0.53%	Equity United Kingdom	4
Xtrackers MSCI Europe Information Technology UCITS ETF 1C	2.20%	Equity Europe Technology	37
Amundi Core FTSE 100 Swap UCITS ETF Acc	0.53%	Equity United Kingdom	719
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	57
UBS Core MSCI Europe UCITS ETF USD acc	0.13%	Equity Europe	141
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.02%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.95%	Equity United Kingdom Social/Environmental Climate Change	5
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.02%	Equity World	1,614
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	495
Xtrackers MSCI World Swap UCITS ETF 1D	0.02%	Equity World	5,966
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.39%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.13%	Equity Europe	144
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	133,406
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.12%	Equity Europe	1,382
iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc)	2.23%	Equity Europe Technology	279
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	110
Amundi Core MSCI Europe UCITS ETF Dist	0.12%	Equity Europe	459
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	987
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	67
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.02%	Equity World	1,913
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	62
L&G Global Quality Dividends UCITS ETF USD Dist	0.17%	Equity World Dividend	364
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	24,335
WisdomTree Europe SmallCap Dividend UCITS ETF	0.00%	Equity Europe Small Cap	49
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.27%	Equity United Kingdom Social/Environmental Climate Change	10
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	18,148
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.13%	Equity Europe	153
UBS MSCI World ex USA UCITS ETF USD dis	0.07%	Equity World	0
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	726
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.55%	Equity Europe Social/Environmental Climate Change	17
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Islamic Investing	145
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.07%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.02%	Equity World	70
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	22
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,705
Xtrackers Stoxx Europe 600 II UCITS ETF 1D	0.12%	Equity Europe	0
Amundi MSCI World Ex USA UCITS ETF Dist	0.07%	Equity World	132
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	40
L&G UK Equity UCITS ETF GBP Acc	0.60%	Equity United Kingdom Social/Environmental	226
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	679
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	291
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.17%	Equity Europe Equal Weighted	194
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	24
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.06%	Equity Europe Social/Environmental	175
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF GBP Acc	2.45%	Equity United Kingdom Social/Environmental	75
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	1,139
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.22%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	2,137
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.40%	Equity World Low Volatility/Risk Weighted	156
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	0.27%	Equity United Kingdom Dividend	166
Amundi MSCI World Ex USA UCITS ETF Acc	0.07%	Equity World	675
Invesco S&P World Information Technology ESG UCITS ETF Acc	0.04%	Equity World Technology Social/Environmental	36
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.04%	Equity Europe Social/Environmental Climate Change	211
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	11,612
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental Climate Change	41
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	35
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.02%	Equity World	2,245
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental Climate Change	588
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.95%	Equity United Kingdom Social/Environmental Climate Change	23
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	640
iShares UK Foreign Focus UCITS ETF GBP (Acc)	0.62%	Equity United Kingdom	3
Xtrackers FTSE 100 UCITS ETF 1C	0.53%	Equity United Kingdom	103
iShares Automation & Robotics UCITS ETF	0.98%	Equity World Technology Social/Environmental Robotics & Automation	5,057
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental	6
Franklin S&P World Screened UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	13
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.02%	Equity World	83
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	32
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.74%	Equity Europe Mid Cap	572
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.29%	Equity Europe Social/Environmental Climate Change	100
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.07%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.12%	Equity Europe	4,156
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	44
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	3,288
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.03%	Equity World Social/Environmental	35
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Acc)	0.02%	Equity World Technology Social/Environmental	0
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,517
iShares Smart City Infrastructure UCITS ETF USD (Acc)	1.09%	Equity World Infrastructure Social/Environmental	351
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	6,196
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	1,782
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	17
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	29
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.56%	Equity United Kingdom	563
State Street SPDR MSCI Europe Technology UCITS ETF EUR	2.19%	Equity Europe Technology	195
iShares Smart City Infrastructure UCITS ETF USD (Dist)	1.09%	Equity World Infrastructure Social/Environmental	44
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	8,257
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.05%	Equity World Covered Call Alternative Investments	1,356
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.03%	Equity World Social/Environmental Catholic principles	99
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.34%	Equity Europe Social/Environmental Climate Change	614
UBS MSCI United Kingdom UCITS ETF GBP acc	0.56%	Equity United Kingdom	2,101
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	18,766
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.20%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.52%	Equity United Kingdom	5,352
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	239
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	87
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.02%	Equity World	51
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.13%	Equity Europe Social/Environmental	634
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.56%	Equity United Kingdom	370
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.55%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,321
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.10%	Equity World Islamic Investing	120
Xtrackers MSCI World Swap UCITS ETF 1C	0.02%	Equity World	5,511
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	615
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.02%	Equity World	1,681
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.02%	Equity World	2,541
Amundi Core FTSE 100 Swap UCITS ETF Dist	0.53%	Equity United Kingdom	51
iShares Automation & Robotics UCITS ETF	0.98%	Equity World Technology Social/Environmental Robotics & Automation	328
Xtrackers MSCI World ex USA UCITS ETF 1D	0.07%	Equity World	251
UBS MSCI United Kingdom UCITS ETF GBP dis	0.56%	Equity United Kingdom	111
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.04%	Equity World	13
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	446
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.14%	Equity Europe Social/Environmental	83
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental Climate Change	221
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	356
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.02%	Equity World	90
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	140
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	228
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	6,627
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	0.18%	Equity Europe	10
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	4,277
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.39%	Equity Europe Low Volatility/Risk Weighted	24
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1
CT QR Series European Equity Active UCITS ETF EUR Acc	0.18%	Equity Europe Fundamental/Quality	75
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	23
iShares MSCI World Islamic UCITS ETF	0.07%	Equity World Islamic Investing	1,552
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Acc	2.45%	Equity United Kingdom Social/Environmental	32
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,041
UBS MSCI ACWI SF UCITS ETF USD acc	0.02%	Equity World	4,048
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental Climate Change	199
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.13%	Equity Europe	119
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.02%	Equity World	48
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	92
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	18
Xtrackers MSCI World ESG UCITS ETF 1D	0.04%	Equity World Social/Environmental	16
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Mid Cap	393
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	5,478
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,659
Amundi UK Equity All Cap Index UCITS ETF Dist	0.49%	Equity United Kingdom	1,103
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	264
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,959
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.32%	Equity World Low Volatility/Risk Weighted	202
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	1,208
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.12%	Equity Europe	58
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.56%	Equity United Kingdom	18
Amundi MSCI World Swap UCITS ETF USD Acc	0.02%	Equity World	76
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	135
HSBC MSCI Europe UCITS ETF EUR	0.13%	Equity Europe	355
UBS FTSE 100 UCITS ETF GBP dis	0.52%	Equity United Kingdom	89
State Street SPDR MSCI World Technology UCITS ETF USD	0.07%	Equity World Technology	1,212
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.02%	Equity World	651
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	1
UBS MSCI World ex USA UCITS ETF hCHF acc	0.07%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.02%	Equity World	611
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	952
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	97
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	3
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	5
WisdomTree Europe SmallCap Dividend UCITS ETF Acc	0.00%	Equity Europe Small Cap	35
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.40%	Equity World Low Volatility/Risk Weighted	84
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.20%	Equity World Value	297
Amundi Prime Europe UCITS ETF DR (C)	0.13%	Equity Europe	293
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.61%	Equity Europe Social/Environmental Climate Change	21
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,534
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.27%	Equity United Kingdom Social/Environmental Climate Change	874
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental Climate Change	401
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,863
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.09%	Equity World Social/Environmental Climate Change	376
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.02%	Equity World	1
Invesco MSCI World UCITS ETF Dist	0.02%	Equity World	-
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	55,102
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.02%	Equity World	538
Amundi Core Stoxx Europe 600 UCITS ETF Dist	0.12%	Equity Europe	1
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1
HSBC Europe Screened Equity UCITS ETF EUR	0.06%	Equity Europe Social/Environmental Climate Change	18
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	2,284
Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C)	0.39%	Equity Europe Low Volatility/Risk Weighted	80
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	245
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.02%	Equity World	73
Invesco MSCI Europe UCITS ETF	0.13%	Equity Europe	55
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,718
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	55
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.56%	Equity United Kingdom	50
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	0.02%	Equity World	214
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.22%	Equity Europe Social/Environmental Climate Change	2,349
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.10%	Equity Europe Social/Environmental	3,538
iShares MSCI All Country World UCITS ETF USD (Acc)	0.02%	Equity World	32,223
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.14%	Equity Europe Social/Environmental	4,810
Xtrackers FTSE 100 UCITS ETF Income 1D	0.53%	Equity United Kingdom	97
Xtrackers MSCI World Information Technology UCITS ETF 1C	0.07%	Equity World Technology	6,326
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.02%	Equity Europe Social/Environmental	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,777
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	27
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.13%	Equity Europe	309
HSBC FTSE 100 UCITS ETF GBP	0.53%	Equity United Kingdom	998
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,490
Invesco FTSE 100 UCITS ETF	0.53%	Equity United Kingdom	41
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,427
iShares Edge MSCI Europe Size Factor UCITS ETF	0.37%	Equity Europe Mid Cap	34
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.03%	Equity World Islamic Investing	1,061
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	149
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.42%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	293
WisdomTree UK Quality Dividend Growth UCITS ETF GBP	0.80%	Equity United Kingdom Fundamental/Quality	10
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.05%	Equity World Social/Environmental	1
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.11%	Equity Europe Covered Call Alternative Investments	114
Xtrackers MSCI Europe UCITS ETF 1D	0.13%	Equity Europe	391
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.02%	Equity World	133
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	0.53%	Equity United Kingdom	36
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.46%	Equity United Kingdom	451
Amundi MSCI World Swap UCITS ETF EUR Dist	0.02%	Equity World	462
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.12%	Equity Europe	10
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,791
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	22,089
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hGBP acc	0.09%	Equity World Social/Environmental Climate Change	159
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.09%	Equity Europe Social/Environmental	2,291
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.16%	Equity Europe Social/Environmental	34
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	548
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.02%	Equity World	134
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.02%	Equity World	44
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	0.01%	Equity World Social/Environmental Climate Change	1,478
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.39%	Equity Europe Social/Environmental Climate Change	36
UBS Core MSCI Europe UCITS ETF EUR acc	0.13%	Equity Europe	752
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.02%	Equity World Social/Environmental Catholic principles	178
Invesco STOXX Europe 600 UCITS ETF	0.12%	Equity Europe	511
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	222
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	5,215
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	3,041
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	477
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	23
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	98
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,294
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	1.27%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.13%	Equity Europe	7,587
State Street SPDR MSCI Europe UCITS ETF EUR	0.13%	Equity Europe	388
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0.02%	Equity World Technology Social/Environmental	1,234
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.05%	Equity World Social/Environmental	33
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)	0.77%	Equity Europe Industrials	556
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.09%	Equity Europe Social/Environmental	4,962
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	70
Amundi MSCI World Swap UCITS ETF EUR Acc	0.02%	Equity World	6,850
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.40%	Equity World Low Volatility/Risk Weighted	11
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.27%	Equity United Kingdom Social/Environmental Climate Change	7
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.07%	Equity World	3,259

Performance

Returns overview

YTD	-0.50%
1 month	-4.39%
3 months	-3.19%
6 months	-13.38%
1 year	-1.63%
3 years	+85.83%
5 years	+28.41%
Since inception (MAX)	+48.04%
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).