Next Plc

ISIN GB0032089863

WKN 779551

Market cap (in EUR)

21,347 m

Country

United Kingdom

Sector

Consumer Non-Cyclicals

Dividend yield

1.60%

Overview

Quote

Trying to beat the market? Seek more from your investing with J.P. Morgan active ETFs. Capital at risk. Find out more

In paid partnership.

Description

Next Plc owns and operates retail stores. It offers fashionable accessories for men, women and children along with home wares. It operates through following business segments: NEXT Retail, NEXT Online, NEXT Finance, NEXT International Retail, NEXT Sourcing, Lipsy, and Property Management. The company was founded by Hepworth Joseph in 1864 and is headquartered in Leicester, the United Kingdom.

Show more Show less

Consumer Non-Cyclicals Food and Staples Retail General Merchandise Retail United Kingdom

Chart

Financials

Key metrics

Market capitalisation, EUR	21,347 m
EPS, EUR	-
P/B ratio	11.3
P/E ratio	20.1
Dividend yield	1.60%

Income statement (2025)

Revenue, EUR	8,038 m
Net income, EUR	1,035 m
Profit margin	12.87%

JPM Equity Premium Income Active ETFs

Upgrade your income.

Explore

Capital at risk

What ETF is Next Plc in?

There are 400 ETFs which contain Next Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Next Plc is the iShares STOXX Europe 600 Retail UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.02%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,125
UBS Core MSCI Europe UCITS ETF EUR dis	0.16%	Equity Europe	1,617
Invesco MSCI World UCITS ETF	0.03%	Equity World	8,613
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.71%	Equity United Kingdom	1,013
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	8
UBS MSCI World ex USA UCITS ETF USD acc	0.09%	Equity World	409
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.38%	Equity Europe Multi-Factor Strategy	657
CT QR Series Global Equity Active UCITS ETF USD Dist	0.11%	Equity World Fundamental/Quality	4
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
iShares MSCI All Country World UCITS ETF USD (Dist)	0.03%	Equity World	26
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.65%	Equity United Kingdom	2,216
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	771
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.36%	Equity Europe Social/Environmental Climate Change	60
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.31%	Equity Europe Covered Call Alternative Investments	25
Invesco MSCI Europe Equal Weight UCITS ETF	0.29%	Equity Europe Equal Weighted	214
BNP Paribas Easy Alpha Enhanced World UCITS ETF EUR Acc	0.39%	Equity World Multi-Factor Strategy	20
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.15%	Equity Europe	20,619
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.18%	Equity Europe Social/Environmental	1,841
Amundi MSCI Europe UCITS ETF Acc	0.16%	Equity Europe	607
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.06%	Equity World	46
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.66%	Equity United Kingdom	3,760
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	63
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,721
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.05%	Equity World Social/Environmental	599
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.33%	Equity Europe Social/Environmental	116
Amundi Core MSCI World Swap UCITS ETF Dist	0.03%	Equity World	6,549
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,197
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	631
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	87
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.14%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	96
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.47%	Equity Europe Fundamental/Quality	582
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.20%	Equity Europe Social/Environmental	128
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	9,903
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A)	0.38%	Equity World Consumer Discretionary Social/Environmental	262
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.33%	Equity Europe Social/Environmental	2,808
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Acc)	0.25%	Equity World Consumer Discretionary Social/Environmental	1
Invesco Europe Enhanced Equity UCITS ETF Acc	0.26%	Equity Europe Multi-Factor Strategy	293
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.37%	Equity Europe Social/Environmental	1,145
Amundi MSCI Europe Action UCITS ETF Dist	0.22%	Equity Europe Social/Environmental Climate Change	2,200
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.08%	Equity World Social/Environmental Climate Change	490
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.36%	Equity Europe Social/Environmental Climate Change	7
Invesco FTSE All Share Screened & Tilted UCITS ETF	1.26%	Equity United Kingdom Social/Environmental Climate Change	10
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.04%	Equity World Social/Environmental Climate Change	281
iShares STOXX Europe 600 Retail UCITS ETF (DE)	15.47%	Equity Europe Retail	10
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	30
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,555
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.09%	Equity World	3
Amundi MSCI Europe Growth UCITS ETF Acc	0.33%	Equity Europe Growth	169
CT QR Series Global Equity Active UCITS ETF USD Acc	0.11%	Equity World Fundamental/Quality	181
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	1,321
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	62
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,313
iShares MSCI World Swap UCITS ETF USD (Acc)	0.03%	Equity World	1,980
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Dist	3.46%	Equity United Kingdom Social/Environmental	15
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	202
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	963
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.06%	Equity World Social/Environmental	1,089
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.15%	Equity Europe	170
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	0.67%	Equity United Kingdom	4
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	6
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.52%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.16%	Equity Europe	145
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	127,991
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.15%	Equity Europe	1,332
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.22%	Equity World Fundamental/Quality	4
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	107
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	881
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.03%	Equity World	1,842
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	60
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.14%	Equity World Fundamental/Quality	649
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.16%	Equity Europe	152
UBS MSCI World ex USA UCITS ETF USD dis	0.09%	Equity World	0
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental Climate Change	709
Fidelity Global Quality Income UCITS ETF INC-USD	0.05%	Equity World Dividend	780
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.62%	Equity Europe Social/Environmental Climate Change	17
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.16%	Equity World Multi-Factor Strategy	256
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	21
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.15%	Equity Europe	4,736
Amundi MSCI World Ex USA UCITS ETF Dist	0.09%	Equity World	130
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	2
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF GBP Acc	3.46%	Equity United Kingdom Social/Environmental	74
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	2,113
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.02%	Equity Europe Social/Environmental Climate Change	211
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.20%	Equity World Social/Environmental Climate Change	40
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.03%	Equity World	2,134
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental Climate Change	168
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.20%	Equity World Social/Environmental Climate Change	562
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	604
Xtrackers FTSE 100 UCITS ETF 1C	0.67%	Equity United Kingdom	105
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.37%	Equity Europe Social/Environmental	33
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	13
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.54%	Equity Europe Social/Environmental Climate Change	100
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.09%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.15%	Equity Europe	4,223
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	41
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	0.21%	Equity World Dividend	28
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,453
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.20%	Equity World Social/Environmental Climate Change	17
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.03%	Equity World	24
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.71%	Equity United Kingdom	580
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	7,505
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (D)	0.38%	Equity World Consumer Discretionary Social/Environmental	15
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.07%	Equity World	217
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.62%	Equity Europe Social/Environmental Climate Change	9
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc)	0.09%	Equity World Social/Environmental Climate Change	1
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,145
Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C	0.30%	Equity World Consumer Discretionary	292
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist)	0.25%	Equity World Consumer Discretionary	97
Robeco 3D Global Equity UCITS ETF USD Dis	0.30%	Equity World Social/Environmental	66
Xtrackers MSCI World Swap UCITS ETF 1C	0.03%	Equity World	5,278
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	597
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.23%	Equity Europe Social/Environmental Climate Change	6
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.03%	Equity World	1,655
Xtrackers MSCI World ex USA UCITS ETF 1D	0.10%	Equity World	253
UBS MSCI United Kingdom UCITS ETF GBP dis	0.71%	Equity United Kingdom	112
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	192
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	6,162
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	3,979
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc)	0.09%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.26%	Equity World Fundamental/Quality	218
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,001
UBS MSCI ACWI SF UCITS ETF USD acc	0.03%	Equity World	3,828
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.17%	Equity Europe	114
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.03%	Equity World	47
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.35%	Equity Europe Social/Environmental	652
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	18
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	390
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	5,263
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,621
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	256
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,872
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.16%	Equity Europe	1,215
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.15%	Equity Europe	57
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.71%	Equity United Kingdom	18
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.03%	Equity World	680
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	904
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	102
Amundi Prime Europe UCITS ETF DR (C)	0.16%	Equity Europe	296
Fidelity Europe Quality Income UCITS ETF ACC-Euro	0.43%	Equity Europe Dividend	37
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental Climate Change	389
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.05%	Equity World Dividend	44
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,805
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental Climate Change	364
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.03%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	51,091
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	2,010
Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C)	0.56%	Equity Europe Low Volatility/Risk Weighted	81
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.03%	Equity World	67
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,604
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	52
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.71%	Equity United Kingdom	50
Invesco RAFI Europe Fundamental Value UCITS ETF	0.10%	Equity Europe Value	33
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.36%	Equity Europe Social/Environmental Climate Change	2,362
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.15%	Equity Europe Social/Environmental	3,528
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.19%	Equity Europe Social/Environmental	4,784
Fidelity Europe Quality Income UCITS ETF INC-Euro	0.43%	Equity Europe Dividend	30
Xtrackers FTSE 100 UCITS ETF Income 1D	0.67%	Equity United Kingdom	98
iShares Digitalisation UCITS ETF	0.94%	Equity World Technology Social/Environmental Digitalisation	685
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,750
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.17%	Equity Europe	298
HSBC FTSE 100 UCITS ETF GBP	0.65%	Equity United Kingdom	1,009
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,424
Invesco FTSE 100 UCITS ETF	0.67%	Equity United Kingdom	41
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,340
iShares Edge MSCI Europe Size Factor UCITS ETF	0.53%	Equity Europe Mid Cap	34
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	134
iShares UK Domestic Focus UCITS ETF GBP (Acc)	2.96%	Equity United Kingdom	6
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.72%	Equity Europe Social/Environmental Climate Change	17
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.05%	Equity World Dividend	62
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.31%	Equity Europe Covered Call Alternative Investments	101
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental Climate Change	0
Amundi MSCI World Swap UCITS ETF EUR Dist	0.03%	Equity World	441
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.16%	Equity Europe	7
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	20,995
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.47%	Equity Europe Social/Environmental	2,344
Invesco MSCI Europe Catholic Principles UCITS ETF	0.40%	Equity Europe Social/Environmental Catholic principles	50
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.20%	Equity Europe Social/Environmental	34
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.03%	Equity World	124
State Street SPDR MSCI Europe Consumer Discretionary UCITS ETF EUR	2.53%	Equity Europe Consumer Discretionary	128
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,119
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.52%	Equity Europe Social/Environmental Climate Change	36
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	217
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.19%	Equity Europe Social/Environmental	481
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	101
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,231
Xtrackers MSCI Europe UCITS ETF 1C	0.17%	Equity Europe	7,618
State Street SPDR MSCI Europe UCITS ETF EUR	0.15%	Equity Europe	390
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.08%	Equity World Social/Environmental	33
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.47%	Equity Europe Social/Environmental	4,872
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	72
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.09%	Equity World	3,174
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.66%	Equity United Kingdom	196
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.16%	Equity Europe	15,744
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,745
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.29%	Equity World Fundamental/Quality	5,413
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.03%	Equity World	11
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.20%	Equity World Social/Environmental	0
Xtrackers MSCI World ex USA UCITS ETF 1C	0.10%	Equity World	6,706
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	29
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.68%	Equity United Kingdom	517
iShares MSCI UK UCITS ETF (Acc)	0.72%	Equity United Kingdom	136
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	2,001
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.14%	Equity World Fundamental/Quality	12
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.03%	Equity World	284
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	85
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.03%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	552
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.06%	Equity World	54
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.16%	Equity Europe	0
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.53%	Equity Europe Social/Environmental Climate Change	185
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.09%	Equity World Multi-Factor Strategy	223
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.43%	Equity Europe	11
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.15%	Equity Europe	14
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.16%	Equity World Multi-Factor Strategy	1
Invesco FTSE All Share Screened & Tilted UCITS ETF	1.26%	Equity United Kingdom Social/Environmental Climate Change	48
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental Climate Change	406
Fidelity Global Quality Income UCITS ETF ACC-USD	0.05%	Equity World Dividend	16
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	95
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.58%	Equity United Kingdom	390
Xtrackers MSCI World ESG UCITS ETF 1C	0.06%	Equity World Social/Environmental	5,033
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental Climate Change	138
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.23%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.56%	Equity Europe Low Volatility/Risk Weighted	900
Xtrackers MSCI World Quality UCITS ETF 1C	0.29%	Equity World Fundamental/Quality	2,647
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.43%	Equity United Kingdom Multi-Factor Strategy	9
iShares MSCI Europe Mid Cap UCITS ETF	0.98%	Equity Europe Mid Cap	28
State Street SPDR S&P Europe Quality Aristocrats UCITS ETF EUR Unhedged (Acc)	0.68%	Equity Europe Fundamental/Quality	2
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.16%	Equity Europe	10,498
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.03%	Equity World	57
Amundi MSCI World Swap II UCITS ETF Acc	0.03%	Equity World	696
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.66%	Equity United Kingdom	19,072
Amundi Prime Europe UCITS ETF DR (D)	0.16%	Equity Europe	264
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.31%	Equity Europe Social/Environmental	102
Amundi MSCI Europe Growth UCITS ETF Dist	0.33%	Equity Europe Growth	88
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	42
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.20%	Equity World Social/Environmental Climate Change	279
Amundi Core MSCI Europe UCITS ETF Acc	0.16%	Equity Europe	4,116
CT QR Series European Equity Active UCITS ETF EUR Dist	0.22%	Equity Europe Fundamental/Quality	1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	60
Amundi MSCI World Swap II UCITS ETF Dist	0.03%	Equity World	8,679
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	3,144
Amundi Core MSCI World Swap UCITS ETF Acc	0.03%	Equity World	15
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.20%	Equity World Social/Environmental	8
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	1,781
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	1,411
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	2,979
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	257
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.14%	Equity World Fundamental/Quality	229
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.66%	Equity United Kingdom	45
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.15%	Equity Europe	5
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	150
BNP Paribas Easy Alpha Enhanced Europe UCITS ETF Acc	0.65%	Equity Europe Multi-Factor Strategy	61
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.68%	Equity United Kingdom	140
iShares FTSE All-World UCITS ETF USD (Dist)	0.02%	Equity World	1
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.18%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.53%	Equity Europe Social/Environmental Climate Change	26
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.03%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	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	0.07%	Equity World Social/Environmental	211
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,152
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.71%	Equity United Kingdom	89
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	402
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	14,597
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.16%	Equity Europe	95
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	5,650
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	9
Amundi Core FTSE 100 Swap UCITS ETF Acc	0.67%	Equity United Kingdom	690
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.24%	Equity World Social/Environmental Climate Change	56
UBS Core MSCI Europe UCITS ETF USD acc	0.16%	Equity Europe	132
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.03%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	5.98%	Equity United Kingdom Social/Environmental Climate Change	8
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.03%	Equity World	1,556
BNP Paribas Easy Alpha Enhanced World UCITS ETF USD Acc	0.39%	Equity World Multi-Factor Strategy	19
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	505
Xtrackers MSCI World Swap UCITS ETF 1D	0.03%	Equity World	5,709
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	3
Amundi Core MSCI Europe UCITS ETF Dist	0.16%	Equity Europe	451
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	62
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	23,499
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	16,642
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Multi-Factor Strategy	28
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.09%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.03%	Equity World	65
Robeco 3D Global Equity UCITS ETF GBP Hedged (Acc)	0.30%	Equity World Social/Environmental	17
L&G UK Equity UCITS ETF GBP Acc	0.72%	Equity United Kingdom Social/Environmental	227
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	667
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	274
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	206
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.03%	Equity World	23
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.21%	Equity Europe Social/Environmental	188
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	1,055
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.36%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Ex USA UCITS ETF Acc	0.09%	Equity World	662
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	10,755
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	34
HSBC UK SCREENED EQUITY UCITS ETF GBP	5.98%	Equity United Kingdom Social/Environmental Climate Change	24
Invesco RAFI All-World Fundamental Value UCITS ETF	0.05%	Equity World Value	283
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.03%	Equity World	70
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	32
Robeco 3D European Equity UCITS ETF A EUR	0.60%	Equity Europe Social/Environmental	21
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.98%	Equity Europe Mid Cap	568
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	2,963
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.05%	Equity World Social/Environmental	34
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,898
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	1,710
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	640
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	135
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.48%	Equity Europe Social/Environmental Climate Change	618
UBS MSCI United Kingdom UCITS ETF GBP acc	0.71%	Equity United Kingdom	2,123
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	17,881
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.29%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.65%	Equity United Kingdom	5,479
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.03%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	38
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.18%	Equity Europe Social/Environmental	636
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.71%	Equity United Kingdom	366
Fidelity Europe Quality Income UCITS ETF ACC-GBP (hedged)	0.43%	Equity Europe Dividend	2
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.05%	Equity World Dividend	31
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist)	0.09%	Equity World Social/Environmental Climate Change	0
Amundi MSCI All Country World UCITS ETF EUR Acc	0.03%	Equity World	2,394
Amundi Core FTSE 100 Swap UCITS ETF Dist	0.67%	Equity United Kingdom	51
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.06%	Equity World	8
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	435
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.19%	Equity Europe Social/Environmental	84
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental Climate Change	214
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	343
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.03%	Equity World	87
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	135
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental	17
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.56%	Equity Europe Low Volatility/Risk Weighted	24
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
CT QR Series European Equity Active UCITS ETF EUR Acc	0.22%	Equity Europe Fundamental/Quality	67
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Acc	3.46%	Equity United Kingdom Social/Environmental	32
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental Climate Change	188
iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc)	2.55%	Equity Europe Consumer Discretionary	94
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	88
Xtrackers MSCI World ESG UCITS ETF 1D	0.06%	Equity World Social/Environmental	14
Amundi UK Equity All Cap Index UCITS ETF Dist	0.63%	Equity United Kingdom	1,073
Robeco 3D Global Equity UCITS ETF USD Acc	0.30%	Equity World Social/Environmental	962
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental Climate Change	9
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.38%	Equity Europe Multi-Factor Strategy	217
Amundi MSCI World Swap UCITS ETF USD Acc	0.03%	Equity World	75
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	122
HSBC MSCI Europe UCITS ETF EUR	0.16%	Equity Europe	353
UBS FTSE 100 UCITS ETF GBP dis	0.65%	Equity United Kingdom	90
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	2
UBS MSCI World ex USA UCITS ETF hCHF acc	0.09%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.03%	Equity World	644
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.20%	Equity World Social/Environmental Climate Change	4
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	8,157
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.07%	Equity Europe Social/Environmental	67
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.03%	Equity World	520
HSBC Europe Screened Equity UCITS ETF EUR	0.25%	Equity Europe Social/Environmental Climate Change	19
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.20%	Equity World Social/Environmental	1
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	232
Invesco MSCI Europe UCITS ETF	0.17%	Equity Europe	59
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	207
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	65
iShares MSCI All Country World UCITS ETF USD (Acc)	0.03%	Equity World	31,541
State Street SPDR MSCI World Consumer Discretionary UCITS ETF USD	0.29%	Equity World Consumer Discretionary	56
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.14%	Equity Europe Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	28
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	280
WisdomTree UK Quality Dividend Growth UCITS ETF GBP	2.20%	Equity United Kingdom Fundamental/Quality	10
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.08%	Equity World Social/Environmental	1
Xtrackers MSCI Europe UCITS ETF 1D	0.17%	Equity Europe	399
Amundi MSCI All Country World UCITS ETF USD Acc	0.03%	Equity World	126
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	0.67%	Equity United Kingdom	37
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.58%	Equity United Kingdom	459
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	108
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.69%	Equity Europe Social/Environmental Climate Change	42
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,638
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental Climate Change	154
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	550
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	17
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.47%	Equity Europe Fundamental/Quality	30
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.03%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	0.43%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	0.16%	Equity Europe	728
Invesco STOXX Europe 600 UCITS ETF	0.15%	Equity Europe	503
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	4,626
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	3,006
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity World Multi-Factor Strategy	754
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.26%	Equity World Fundamental/Quality	55
Amundi MSCI World Swap UCITS ETF EUR Acc	0.03%	Equity World	6,540
HSBC Developed World Screened Equity UCITS ETF USD	0.03%	Equity World Social/Environmental Climate Change	465

Performance

Returns overview

YTD	+9.32%
1 month	-3.26%
3 months	+4.10%
6 months	+15.47%
1 year	+22.71%
3 years	+105.42%
5 years	+86.76%
Since inception (MAX)	+115.17%
2025	+42.12%
2024	+17.14%
2023	+39.92%
2022	-27.76%

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).