Halma Plc

ISIN GB0004052071

WKN 865047

Market cap (in EUR)

15,115 m

Country

United Kingdom

Sector

Industrials

Dividend yield

0.70%

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	15,115 m
EPS, EUR	-
P/B ratio	5.9
P/E ratio	34.6
Dividend yield	0.70%

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	1,045
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	748
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.69%	Equity United Kingdom	192
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.17%	Equity Europe	15,780
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,582
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	47
UBS Core MSCI Europe UCITS ETF EUR dis	0.17%	Equity Europe	1,544
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	6,242
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	28
Rize Sustainable Future of Food UCITS ETF	1.80%	Equity World Social/Environmental Future of Food	55
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.77%	Equity United Kingdom	516
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.74%	Equity United Kingdom	1,027
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	138
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	1,934
UBS MSCI World ex USA UCITS ETF USD acc	0.09%	Equity World	354
CT QR Series Global Equity Active UCITS ETF USD Dist	0.04%	Equity World Fundamental/Quality	-
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	43
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	19
HSBC MSCI EUROPE ISLAMIC SCREENED UCITS ETF EUR (Acc)	0.25%	Equity Europe Social/Environmental Islamic Investing	141
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	79
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.21%	Equity Europe Momentum	734
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	580
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.38%	Equity Europe Social/Environmental Climate Change	181
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.69%	Equity United Kingdom	2,279
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	707
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.36%	Equity Europe Social/Environmental Climate Change	60
Invesco MSCI Europe Equal Weight UCITS ETF	0.30%	Equity Europe Equal Weighted	211
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.16%	Equity Europe	20,421
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.19%	Equity Europe Social/Environmental	1,819
Amundi MSCI Europe UCITS ETF Acc	0.16%	Equity Europe	613
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.13%	Equity Europe	13
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.45%	Equity World Low Volatility/Risk Weighted	1,149
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	393
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.06%	Equity World	45
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	93
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.69%	Equity United Kingdom	3,783
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	55
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	4,727
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	4,966
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (D)	0.11%	Equity World Technology Social/Environmental	65
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.51%	Equity Europe Low Volatility/Risk Weighted	888
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,173
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	729
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.56%	Equity United Kingdom Multi-Factor Strategy	9
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	236
L&G Clean Water UCITS ETF	2.21%	Equity World Social/Environmental Water	648
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.17%	Equity Europe	10,636
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.21%	Equity Europe Social/Environmental	122
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.69%	Equity United Kingdom	19,323
Amundi Prime Europe UCITS ETF DR (D)	0.17%	Equity Europe	250
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.31%	Equity Europe Social/Environmental	91
Amundi MSCI Europe Growth UCITS ETF Dist	0.34%	Equity Europe Growth	90
Invesco Europe Enhanced Equity UCITS ETF Acc	0.23%	Equity Europe Multi-Factor Strategy	280
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	4,162
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	58
CT QR Series European Equity Active UCITS ETF EUR Dist	0.22%	Equity Europe Fundamental/Quality	-
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.54%	Equity World Low Volatility/Risk Weighted	2,311
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	60
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	1,176
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	517
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	306
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	2,851
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	27
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,186
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.10%	Equity World	0
Amundi MSCI Europe Growth UCITS ETF Acc	0.34%	Equity Europe Growth	173
CT QR Series Global Equity Active UCITS ETF USD Acc	0.04%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,508
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	1,294
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	251
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	63
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.69%	Equity United Kingdom	44
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	108
Xtrackers MSCI UK ESG UCITS ETF 1D	1.16%	Equity United Kingdom Social/Environmental	857
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	1,355
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	90
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	899
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	26
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	1,049
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	232
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.16%	Equity Europe	130
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,131
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	434
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	14,124
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.17%	Equity Europe	103
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A)	0.11%	Equity World Technology Social/Environmental	1,216
Xtrackers MSCI Europe Information Technology UCITS ETF 1C	1.98%	Equity Europe Technology	32
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	54
UBS Core MSCI Europe UCITS ETF USD acc	0.17%	Equity Europe	49
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	913
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	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	433
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.51%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.17%	Equity Europe	136
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	123,324
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.13%	Equity Europe	1,240
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	215
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	100
Amundi Core MSCI Europe UCITS ETF Dist	0.17%	Equity Europe	450
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	807
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	59
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	247
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	22,401
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	14,683
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	147
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Climate Change	694
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.37%	Equity Europe Social/Environmental Climate Change	15
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Islamic Investing	109
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	4,739
Amundi MSCI World Ex USA UCITS ETF Dist	0.09%	Equity World	127
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	229
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	266
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	590
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	199
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	12
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	76
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	969
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	1,591
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	1.01%	Equity United Kingdom Dividend	133
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	638
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	120
Invesco S&P World Information Technology ESG UCITS ETF Acc	0.05%	Equity World Technology Social/Environmental	29
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	9,938
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	25
HSBC UK SCREENED EQUITY UCITS ETF GBP	1.34%	Equity United Kingdom Social/Environmental Climate Change	31
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	756
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	71
iShares Automation & Robotics UCITS ETF	1.41%	Equity World Technology Social/Environmental Robotics & Automation	4,069
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	12
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	27
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.99%	Equity Europe Mid Cap	559
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.38%	Equity Europe Social/Environmental Climate Change	102
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.10%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.13%	Equity Europe	4,248
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	2,480
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,440
iShares Smart City Infrastructure UCITS ETF USD (Acc)	1.60%	Equity World Infrastructure Social/Environmental	349
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,637
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	21
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.05%	Equity World Multi-Factor Strategy	989
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.74%	Equity United Kingdom	600
State Street SPDR MSCI Europe Technology UCITS ETF EUR	2.33%	Equity Europe Technology	160
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	549
iShares Smart City Infrastructure UCITS ETF USD (Dist)	1.60%	Equity World Infrastructure Social/Environmental	44
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.09%	Equity World Social/Environmental	3
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	6,591
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	96
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.52%	Equity Europe Social/Environmental Climate Change	608
UBS MSCI United Kingdom UCITS ETF GBP acc	0.74%	Equity United Kingdom	2,155
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	17,098
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	5,530
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	173
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.19%	Equity Europe Social/Environmental	632
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.74%	Equity United Kingdom	363
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	4,024
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.13%	Equity World Islamic Investing	88
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.21%	Equity Europe Momentum	40
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	625
iShares Automation & Robotics UCITS ETF	1.41%	Equity World Technology Social/Environmental Robotics & Automation	280
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	242
UBS MSCI United Kingdom UCITS ETF GBP dis	0.74%	Equity United Kingdom	126
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	423
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.15%	Equity Europe Social/Environmental	85
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	330
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	142
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,925
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	0.23%	Equity Europe	10
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	3,673
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.51%	Equity Europe Low Volatility/Risk Weighted	25
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	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	21
iShares MSCI World Islamic UCITS ETF	0.09%	Equity World Islamic Investing	1,230
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	1,036
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental Climate Change	183
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	75
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	14
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	394
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,599
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	5,216
Amundi UK Equity All Cap UCITS ETF Dist	0.66%	Equity United Kingdom	1,051
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	260
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,769
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.43%	Equity World Low Volatility/Risk Weighted	193
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.17%	Equity Europe	1,229
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.16%	Equity Europe	55
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.74%	Equity United Kingdom	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	112
HSBC MSCI Europe UCITS ETF EUR	0.17%	Equity Europe	356
UBS FTSE 100 UCITS ETF GBP dis	0.69%	Equity United Kingdom	93
State Street SPDR MSCI World Technology UCITS ETF USD	0.08%	Equity World Technology	1,000
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	60
Amundi Prime Europe UCITS ETF DR (C)	0.17%	Equity Europe	234
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	8,022
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.75%	Equity United Kingdom Social/Environmental Climate Change	898
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,742
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.18%	Equity Europe Social/Environmental	68
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	45,254
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	1,912
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	216
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,328
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	51
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.74%	Equity United Kingdom	12
Invesco Global Enhanced Equity UCITS ETF Acc	0.15%	Equity World Multi-Factor Strategy	851
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	58
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.36%	Equity Europe Social/Environmental Climate Change	2,409
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.16%	Equity Europe Social/Environmental	3,430
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,494
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.19%	Equity Europe Social/Environmental	4,694
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	585
Xtrackers MSCI World Information Technology UCITS ETF 1C	0.07%	Equity World Technology	4,983
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	1,634
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.14%	Equity Europe	296
HSBC FTSE 100 UCITS ETF GBP	0.70%	Equity United Kingdom	1,050
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,335
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,163
iShares Edge MSCI Europe Size Factor UCITS ETF	0.49%	Equity Europe Mid Cap	34
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.04%	Equity World Islamic Investing	917
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	77
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	274
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	100
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	478
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	105
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.16%	Equity Europe	8
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,577
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	19,664
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	2,455
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	534
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	1,036
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.51%	Equity Europe Social/Environmental Climate Change	37
UBS Core MSCI Europe UCITS ETF EUR acc	0.17%	Equity Europe	564
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	158
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	101
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	4,543
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	2,870
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.19%	Equity Europe Social/Environmental	495
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,320
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	97
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	7,670
State Street SPDR MSCI Europe UCITS ETF EUR	0.18%	Equity Europe	394
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Technology Social/Environmental	917
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)	1.00%	Equity Europe Industrials	570
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.35%	Equity Europe Social/Environmental	4,852
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	59
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	3,030

Performance

Returns overview

YTD	+0.20%
1 month	-10.17%
3 months	-19.61%
6 months	+0.20%
1 year	+9.82%
3 years	+57.21%
5 years	+23.59%
Since inception (MAX)	+49.08%
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).