Halma Plc

ISIN GB0004052071

WKN 865047

Market cap (in EUR)

16,850 m

Country

United Kingdom

Sector

Industrials

Dividend yield

0.65%

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 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	16,850 m
EPS, EUR	-
P/B ratio	6.6
P/E ratio	38.6
Dividend yield	0.65%

Income statement (2025)

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

What ETF is Halma Plc in?

There are 303 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 GBP 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	20
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	1,105
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	765
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.69%	Equity United Kingdom	196
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.17%	Equity Europe	16,079
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,679
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	48
UBS Core MSCI Europe UCITS ETF EUR dis	0.17%	Equity Europe	1,565
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	6,458
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.43%	Equity World Low Volatility/Risk Weighted	55
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	29
Rize Sustainable Future of Food UCITS ETF	1.80%	Equity World Social/Environmental Future of Food	53
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.77%	Equity United Kingdom	517
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.74%	Equity United Kingdom	1,012
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	0.75%	Equity United Kingdom	137
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,984
UBS MSCI World ex USA UCITS ETF USD acc	0.09%	Equity World	364
CT QR Series Global Equity Active UCITS ETF USD Dist	0.04%	Equity World Fundamental/Quality	4
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	44
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	20
HSBC MSCI EUROPE ISLAMIC SCREENED UCITS ETF EUR (Acc)	0.25%	Equity Europe Social/Environmental Islamic Investing	147
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	52
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	86
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.21%	Equity Europe Momentum	737
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	605
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.38%	Equity Europe Social/Environmental Climate Change	185
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.69%	Equity United Kingdom	2,277
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	740
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.36%	Equity Europe Social/Environmental Climate Change	61
Invesco MSCI Europe Equal Weight UCITS ETF	0.30%	Equity Europe Equal Weighted	215
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.16%	Equity Europe	20,942
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.19%	Equity Europe Social/Environmental	1,864
Amundi MSCI Europe UCITS ETF Acc	0.16%	Equity Europe	622
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.13%	Equity Europe	12
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.45%	Equity World Low Volatility/Risk Weighted	1,142
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	4
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
Invesco FTSE All Share Screened & Tilted UCITS ETF	3.24%	Equity United Kingdom Social/Environmental Climate Change	48
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Climate Change	416
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.06%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	96
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.69%	Equity United Kingdom	3,773
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	60
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.62%	Equity United Kingdom	393
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,895
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,223
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (D)	0.11%	Equity World Technology Social/Environmental	69
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.51%	Equity Europe Low Volatility/Risk Weighted	886
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,264
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	688
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.56%	Equity United Kingdom Multi-Factor Strategy	10
iShares MSCI Europe Mid Cap UCITS ETF	0.99%	Equity Europe Mid Cap	28
State Street SPDR S&P Europe Quality Aristocrats UCITS ETF EUR Unhedged (Acc)	0.42%	Equity Europe Fundamental/Quality	2
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	242
L&G Clean Water UCITS ETF	2.21%	Equity World Social/Environmental Water	681
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.17%	Equity Europe	10,837
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.21%	Equity Europe Social/Environmental	127
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.69%	Equity United Kingdom	19,259
Amundi Prime Europe UCITS ETF DR (D)	0.17%	Equity Europe	258
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.31%	Equity Europe Social/Environmental	92
Amundi MSCI Europe Growth UCITS ETF Dist	0.34%	Equity Europe Growth	92
Invesco Europe Enhanced Equity UCITS ETF Acc	0.23%	Equity Europe Multi-Factor Strategy	292
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	41
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	0
Amundi Core MSCI Europe UCITS ETF Acc	0.17%	Equity Europe	4,242
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
CT QR Series European Equity Active UCITS ETF EUR Dist	0.22%	Equity Europe Fundamental/Quality	1
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.54%	Equity World Low Volatility/Risk Weighted	2,287
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	62
Invesco FTSE All Share Screened & Tilted UCITS ETF	3.24%	Equity United Kingdom Social/Environmental Climate Change	10
Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	1,220
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	527
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	312
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	3,095
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	28
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,810
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.10%	Equity World	2
Amundi MSCI Europe Growth UCITS ETF Acc	0.34%	Equity Europe Growth	178
CT QR Series Global Equity Active UCITS ETF USD Acc	0.04%	Equity World Fundamental/Quality	84
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,625
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	1,342
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	261
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	66
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.69%	Equity United Kingdom	46
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	113
Xtrackers MSCI UK ESG UCITS ETF 1D	1.16%	Equity United Kingdom Social/Environmental	854
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.77%	Equity United Kingdom	136
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,426
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	93
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Dist	3.77%	Equity United Kingdom Social/Environmental	17
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	950
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.17%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.38%	Equity Europe Social/Environmental Climate Change	27
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	1,100
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	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity World Social/Environmental	235
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.16%	Equity Europe	129
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,183
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.74%	Equity United Kingdom	93
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	448
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	14,653
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.17%	Equity Europe	106
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A)	0.11%	Equity World Technology Social/Environmental	1,390
Xtrackers MSCI Europe Information Technology UCITS ETF 1C	1.98%	Equity Europe Technology	35
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	56
UBS Core MSCI Europe UCITS ETF USD acc	0.17%	Equity Europe	50
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	942
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	1.34%	Equity United Kingdom Social/Environmental Climate Change	8
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	454
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.51%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.17%	Equity Europe	138
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	127,780
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.13%	Equity Europe	1,298
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.21%	Equity World Fundamental/Quality	4
iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc)	2.33%	Equity Europe Technology	233
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	104
Amundi Core MSCI Europe UCITS ETF Dist	0.17%	Equity Europe	460
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	847
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	61
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	273
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	23,318
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.75%	Equity United Kingdom Social/Environmental Climate Change	11
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	15,387
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.17%	Equity Europe	150
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Climate Change	705
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.37%	Equity Europe Social/Environmental Climate Change	18
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Islamic Investing	124
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.10%	Equity World	2
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.16%	Equity Europe	4,852
Amundi MSCI World Ex USA UCITS ETF Dist	0.09%	Equity World	130
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
L&G UK Equity UCITS ETF GBP Acc	0.76%	Equity United Kingdom Social/Environmental	230
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	278
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	651
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	216
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	14
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.22%	Equity Europe Social/Environmental	193
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF GBP Acc	3.77%	Equity United Kingdom Social/Environmental	77
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	1,015
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.36%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,653
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	1.01%	Equity United Kingdom Dividend	134
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.54%	Equity World Low Volatility/Risk Weighted	161
Amundi MSCI World Ex USA UCITS ETF Acc	0.09%	Equity World	655
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	122
Invesco S&P World Information Technology ESG UCITS ETF Acc	0.05%	Equity World Technology Social/Environmental	33
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.40%	Equity Europe Social/Environmental Climate Change	234
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	10,370
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	26
HSBC UK SCREENED EQUITY UCITS ETF GBP	1.34%	Equity United Kingdom Social/Environmental Climate Change	24
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	787
iShares UK Foreign Focus UCITS ETF GBP (Acc)	0.81%	Equity United Kingdom	3
Xtrackers FTSE 100 UCITS ETF 1C	0.59%	Equity United Kingdom	106
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	0.78%	Equity World Social/Environmental	72
iShares Automation & Robotics UCITS ETF	1.41%	Equity World Technology Social/Environmental Robotics & Automation	4,447
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	26
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.99%	Equity Europe Mid Cap	580
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.38%	Equity Europe Social/Environmental Climate Change	104
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.10%	Equity World	12
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.13%	Equity Europe	4,337
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	81
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	2,651
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,486
iShares Smart City Infrastructure UCITS ETF USD (Acc)	1.60%	Equity World Infrastructure Social/Environmental	367
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,864
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	23
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.05%	Equity World Multi-Factor Strategy	1,016
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.74%	Equity United Kingdom	592
State Street SPDR MSCI Europe Technology UCITS ETF EUR	2.33%	Equity Europe Technology	173
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	571
iShares Smart City Infrastructure UCITS ETF USD (Dist)	1.60%	Equity World Infrastructure Social/Environmental	45
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.09%	Equity World Social/Environmental	4
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	6,998
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	101
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.52%	Equity Europe Social/Environmental Climate Change	623
UBS MSCI United Kingdom UCITS ETF GBP acc	0.74%	Equity United Kingdom	2,148
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	17,753
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.69%	Equity United Kingdom	5,511
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	200
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.19%	Equity Europe Social/Environmental	649
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.74%	Equity United Kingdom	362
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.37%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,179
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.13%	Equity World Islamic Investing	99
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.21%	Equity Europe Momentum	41
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	659
iShares Automation & Robotics UCITS ETF	1.41%	Equity World Technology Social/Environmental Robotics & Automation	308
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	249
UBS MSCI United Kingdom UCITS ETF GBP dis	0.74%	Equity United Kingdom	127
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	441
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.15%	Equity Europe Social/Environmental	86
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	345
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	140
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	155
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	6,244
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	0.23%	Equity Europe	11
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	3,808
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.51%	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	0.22%	Equity Europe Fundamental/Quality	66
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Islamic UCITS ETF	0.09%	Equity World Islamic Investing	1,337
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Acc	3.77%	Equity United Kingdom Social/Environmental	33
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,088
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental Climate Change	189
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	17
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	80
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	17
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	398
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,653
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	5,443
Amundi UK Equity All Cap UCITS ETF Dist	0.66%	Equity United Kingdom	1,049
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	273
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,906
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.43%	Equity World Low Volatility/Risk Weighted	191
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.17%	Equity Europe	1,251
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.16%	Equity Europe	56
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.74%	Equity United Kingdom	21
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	121
HSBC MSCI Europe UCITS ETF EUR	0.17%	Equity Europe	363
UBS FTSE 100 UCITS ETF GBP dis	0.69%	Equity United Kingdom	92
State Street SPDR MSCI World Technology UCITS ETF USD	0.08%	Equity World Technology	1,085
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	5
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.54%	Equity World Low Volatility/Risk Weighted	59
Amundi Prime Europe UCITS ETF DR (C)	0.17%	Equity Europe	240
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF	0.97%	Equity Europe Social/Environmental Climate Change	19
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,265
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.75%	Equity United Kingdom Social/Environmental Climate Change	893
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,819
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.18%	Equity Europe Social/Environmental	69
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	47,800
HSBC Europe Screened Equity UCITS ETF EUR	0.08%	Equity Europe Social/Environmental Climate Change	19
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,978
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	223
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,404
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	53
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.74%	Equity United Kingdom	49
Invesco Global Enhanced Equity UCITS ETF Acc	0.15%	Equity World Multi-Factor Strategy	901
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	62
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.36%	Equity Europe Social/Environmental Climate Change	2,458
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.16%	Equity Europe Social/Environmental	3,504
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	30,643
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.19%	Equity Europe Social/Environmental	4,795
Xtrackers FTSE 100 UCITS ETF Income 1D	0.59%	Equity United Kingdom	99
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.08%	Equity World Multi-Factor Strategy	607
Xtrackers MSCI World Information Technology UCITS ETF 1C	0.07%	Equity World Technology	5,473
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.09%	Equity Europe Social/Environmental	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,713
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.14%	Equity Europe	297
HSBC FTSE 100 UCITS ETF GBP	0.70%	Equity United Kingdom	1,043
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,395
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,391
iShares Edge MSCI Europe Size Factor UCITS ETF	0.49%	Equity Europe Mid Cap	35
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.04%	Equity World Islamic Investing	968
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	80
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.46%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	284
WisdomTree UK Quality Dividend Growth UCITS ETF GBP	1.13%	Equity United Kingdom Fundamental/Quality	10
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	102
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	482
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.62%	Equity United Kingdom	471
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	110
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.16%	Equity Europe	8
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,627
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	20,440
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	8
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.35%	Equity Europe Social/Environmental	2,548
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.21%	Equity Europe Social/Environmental	35
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	557
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	0.56%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,060
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.51%	Equity Europe Social/Environmental Climate Change	38
UBS Core MSCI Europe UCITS ETF EUR acc	0.17%	Equity Europe	623
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	167
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	105
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	4,709
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	2,971
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.19%	Equity Europe Social/Environmental	503
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	18
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,373
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	102
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	1.75%	Equity United Kingdom Social/Environmental Climate Change	0
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	5
Xtrackers MSCI Europe UCITS ETF 1C	0.14%	Equity Europe	7,817
State Street SPDR MSCI Europe UCITS ETF EUR	0.18%	Equity Europe	401
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Technology Social/Environmental	997
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)	1.00%	Equity Europe Industrials	601
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.35%	Equity Europe Social/Environmental	4,984
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	67
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.54%	Equity World Low Volatility/Risk Weighted	11
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.75%	Equity United Kingdom Social/Environmental Climate Change	51
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.10%	Equity World	3,113

Performance

Returns overview

YTD	+7.25%
1 month	+1.73%
3 months	-16.61%
6 months	+7.40%
1 year	+14.74%
3 years	+77.81%
5 years	+29.13%
Since inception (MAX)	+59.58%
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).