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3i Group Plc

ISIN GB00B1YW4409

WKN A0MU9Q

Market cap (in EUR)

48,145.76 m

Country

United Kingdom

Sector

Finance

Dividend yield

1.55%

Overview

Quote

Description

3i Group Plc engages in the private equity and venture capital business. It operates through the following segments: Private Equity, Infrastructure, and Scandlines. The Private Equity segment is involved in investment and asset management to generate capital returns. The Infrastructure segment includes investing in economic infrastructure and greenfield projects in developed economies. The Scandlines segment focuses on delivering long-term capital returns. The company was founded in 1945 and is headquartered in London, the United Kingdom.

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Finance Investment Services United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	48,145.76 m
EPS, EUR	-
P/B ratio	1.85
P/E ratio	9.60
Dividend yield	1.55%

Income statement (2023)

Revenue, EUR	1,277.18 m
Net income, EUR	4,445.80 m
Profit margin	348.09%

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What ETF is 3i Group Plc in?

There are 357 ETFs which contain 3i Group Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of 3i Group Plc is the iShares STOXX Europe 600 Financial Services UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc)	0.43%	Equity Europe	15
UBS Core MSCI World UCITS ETF CHF Hedged acc	0.07%	Equity World	319
iShares MSCI UK IMI Leaders UCITS ETF GBP (Dist)	4.76%	Equity United Kingdom Social/Environmental	40
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.68%	Equity World Value	261
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	1.70%	Equity United Kingdom	163
iShares STOXX Europe Large 200 UCITS ETF (DE)	0.48%	Equity Europe Large Cap	109
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.43%	Equity Europe	10,378
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	446
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.45%	Equity World Social/Environmental Climate Change	8
Xtrackers MSCI World Value UCITS ETF 1C	0.32%	Equity World Value	2,257
UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis	0.42%	Equity Europe	397
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.38%	Equity World Social/Environmental Climate Change	16
SPDR MSCI World Financials UCITS ETF	0.40%	Equity World Financials	304
Xtrackers MSCI World ex USA UCITS ETF 1C	0.25%	Equity World	1,806
JPMorgan UK Equity Core UCITS ETF GBP (acc)	1.80%	Equity United Kingdom	332
UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to USD) A-acc	1.88%	Equity United Kingdom	415
iShares MSCI UK UCITS ETF (Acc)	1.88%	Equity United Kingdom	101
Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C	0.56%	Equity Europe Social/Environmental	8
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	544
UBS ETF (LU) MSCI World ex USA Index Fund UCITS ETF (USD) A-acc	0.24%	Equity World	-
iShares Listed Private Equity UCITS ETF USD (Dist)	8.39%	Equity World Private Equity	1,150
SPDR STOXX Europe 600 SRI UCITS ETF	0.80%	Equity Europe Social/Environmental	353
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.43%	Equity Europe Multi-Factor Strategy	277
iShares MSCI Europe SRI UCITS ETF USD (Acc)	1.84%	Equity Europe Social/Environmental	44
VanEck European Equal Weight Screened UCITS ETF A	1.41%	Equity Europe Equal Weighted	62
Deka MSCI World Climate Change ESG UCITS ETF	0.17%	Equity World Social/Environmental Climate Change	1,103
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity World Social/Environmental	45
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.24%	Equity Europe Momentum	557
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.06%	Equity World Social/Environmental	420
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	1.01%	Equity Europe Social/Environmental Climate Change	51
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	1.66%	Equity United Kingdom	1,868
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.21%	Equity World Multi-Factor Strategy	61
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.67%	Equity Europe Social/Environmental Climate Change	112
Amundi Stoxx Europe 600 UCITS ETF Acc	0.42%	Equity Europe	11,354
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.49%	Equity Europe Social/Environmental	943
Amundi MSCI Europe II UCITS ETF Acc	0.44%	Equity Europe	718
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.38%	Equity Europe	8
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.15%	Equity World Social/Environmental	1,656
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.61%	Equity World Value Climate Change	-
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.51%	Equity World Social/Environmental Climate Change	326
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	0.38%	Equity United Kingdom Social/Environmental Climate Change	39
Fidelity Global Quality Income UCITS ETF ACC-USD	0.21%	Equity World Dividend	-
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.08%	Equity World	60
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.67%	Equity World Momentum Climate Change	-
iShares Core FTSE 100 UCITS ETF GBP (Acc)	1.70%	Equity United Kingdom	2,755
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.28%	Equity World Value Alternative Investments	142
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	4
SPDR FTSE UK All Share UCITS ETF	1.48%	Equity United Kingdom	121
Xtrackers MSCI World UCITS ETF 1D	0.07%	Equity World	3,793
Xtrackers MSCI World ESG UCITS ETF 1C	0.16%	Equity World Social/Environmental	4,421
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.19%	Equity World Social/Environmental	355
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.27%	Equity World Social/Environmental Climate Change	135
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	1.22%	Equity Europe Social/Environmental	95
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.74%	Equity Europe Social/Environmental Climate Change	1
BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped UCITS ETF EUR Dis	1.19%	Equity Europe Social/Environmental	166
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.06%	Equity Europe Low Volatility/Risk Weighted	1,196
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.46%	Equity World Social/Environmental Climate Change	99
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis	0.08%	Equity World Social/Environmental	1,537
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	295
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.34%	Equity United Kingdom Multi-Factor Strategy	8
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental	246
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.32%	Equity World Value	121
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.43%	Equity Europe	8,817
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-acc	0.29%	Equity World Social/Environmental	1,081
Amundi MSCI Europe ESG Leaders UCITS ETF Acc	0.92%	Equity Europe Social/Environmental	1,120
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.87%	Equity Europe Fundamental/Quality	518
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.70%	Equity World Momentum	148
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.51%	Equity Europe Social/Environmental	129
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.14%	Equity World Dividend	5,224
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	1.87%	Equity Europe Social/Environmental	1,859
iShares Core FTSE 100 UCITS ETF GBP (Dist)	1.70%	Equity United Kingdom	13,951
BNP Paribas Easy Sustainable Europe UCITS ETF Acc	0.69%	Equity Europe Social/Environmental	6
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	1.22%	Equity Europe Social/Environmental	2,636
Amundi Prime Europe UCITS ETF DR (D)	0.44%	Equity Europe	89
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.20%	Equity Europe Social/Environmental	105
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.98%	Equity Europe Social/Environmental	1,386
Amundi MSCI Europe Action UCITS ETF Dist	0.66%	Equity Europe Social/Environmental Climate Change	696
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.45%	Equity World Social/Environmental Climate Change	445
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.44%	Equity World Social/Environmental Climate Change	245
Amundi Index ETF MSCI Europe UCITS ETF DR (C)	0.44%	Equity Europe	2,629
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.32%	Equity World Social/Environmental	24
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.75%	Equity World Value	201
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	0.41%	Equity Europe	674
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	0.38%	Equity United Kingdom Social/Environmental Climate Change	15
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.37%	Equity World Social/Environmental	94
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.39%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.47%	Equity World Financials Social/Environmental	2
Amundi Prime Global UCITS ETF Acc	0.07%	Equity World	792
Fidelity Global Quality Value UCITS ETF ACC-USD	0.31%	Equity World Multi-Factor Strategy	13
iShares STOXX Europe 600 UCITS ETF (DE)	0.41%	Equity Europe	7,530
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.37%	Equity World Social/Environmental	946
HSBC MSCI World UCITS ETF USD	0.07%	Equity World	10,075
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.24%	Equity World Social/Environmental	319
SPDR MSCI Europe Value UCITS ETF	1.26%	Equity Europe Value	25
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis	0.29%	Equity World Social/Environmental	3,775
L&G Europe ESG Exclusions Paris Aligned UCITS ETF EUR Accumulating	0.86%	Equity Europe Social/Environmental Climate Change	1,253
Invesco FTSE RAFI UK 100 UCITS ETF	0.94%	Equity United Kingdom Fundamental/Quality	10
L&G Global Equity UCITS ETF	0.07%	Equity World Social/Environmental	426
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.47%	Equity World Social/Environmental Climate Change	1,750
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.14%	Equity World Dividend	920
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.11%	Equity World Social/Environmental	190
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis	0.08%	Equity World Social/Environmental	56
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	1.70%	Equity United Kingdom	23
UBS Core MSCI World UCITS ETF GBP Hedged dis	0.07%	Equity World	45
Xtrackers MSCI UK ESG UCITS ETF 1D	4.19%	Equity United Kingdom Social/Environmental	520
JPMorgan UK Equity Core UCITS ETF GBP (dist)	1.80%	Equity United Kingdom	77
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc	0.08%	Equity World Social/Environmental	829
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis	0.29%	Equity World Social/Environmental	267
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	4.26%	Equity United Kingdom Social/Environmental	1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental	18
Xtrackers MSCI World Momentum ESG UCITS ETF	0.69%	Equity World Momentum	52
UBS Core MSCI World UCITS ETF EUR Hedged acc	0.07%	Equity World	10
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental	1
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	1.01%	Equity Europe Social/Environmental Climate Change	21
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to GBP) A-dis	0.29%	Equity World Social/Environmental	2
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc	0.29%	Equity World Social/Environmental	1,376
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.16%	Equity World Social/Environmental	447
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (hedged to CHF) A-acc	0.13%	Equity World Social/Environmental	202
SPDR MSCI World Value UCITS ETF	0.54%	Equity World Value	62
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.37%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	851
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	1.88%	Equity United Kingdom	103
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	83
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.27%	Equity World Social/Environmental	79
iShares Edge MSCI World Value Factor UCITS ETF	0.32%	Equity World Value	3,159
Amundi MSCI World UCITS ETF Acc	0.07%	Equity World	8,229
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.43%	Equity Europe	32
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental	5,534
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	2.05%	Equity World Financials Social/Environmental	122
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Climate Change	5
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental	19
IndexIQ Factors Sustainable Europe Equity UCITS ETF	0.32%	Equity Europe Social/Environmental	149
UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) A-acc	0.44%	Equity World Social/Environmental Climate Change	12
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.19%	Equity World Momentum	2,408
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.04%	Equity United Kingdom Social/Environmental	12
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.07%	Equity World	409
UBS ETF (IE) MSCI Europe Climate Paris Aligned UCITS ETF (EUR) A-acc	0.98%	Equity Europe Social/Environmental Climate Change	5
UBS ETF (LU) MSCI Europe UCITS ETF (hedged to EUR) A-acc	0.42%	Equity Europe	69
iShares Core MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	88,070
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.38%	Equity Europe	724
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental Climate Change	2
Amundi Index MSCI Europe UCITS ETF DR EUR (D)	0.44%	Equity Europe	541
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	378
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.24%	Equity World Social/Environmental	2,934
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental	17
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	Equity World	15,569
SPDR MSCI Europe Climate Paris Aligned UCITS ETF EUR Unhedged (Acc)	1.00%	Equity Europe Social/Environmental Climate Change	3
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to CHF) A-acc	0.26%	Equity World Social/Environmental	470
UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to CHF) A-dis	4.06%	Equity United Kingdom Social/Environmental	11
Deka MSCI Europe UCITS ETF	0.43%	Equity Europe	934
SPDR MSCI All Country World UCITS ETF (Acc)	0.08%	Equity World	3,952
Xtrackers MSCI World Momentum UCITS ETF 1C	0.17%	Equity World Momentum	1,326
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.07%	Equity World Multi-Factor Strategy	11
UBS ETF (LU) MSCI Europe UCITS ETF (hedged to CHF) A-acc	0.42%	Equity Europe	53
Fidelity Global Quality Income UCITS ETF INC-USD	0.21%	Equity World Dividend	599
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.12%	Equity Europe Social/Environmental Climate Change	9
iShares Listed Private Equity UCITS ETF USD (Acc)	8.39%	Equity World Private Equity	85
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.38%	Equity Europe	3,550
L&G UK Equity UCITS ETF	1.86%	Equity United Kingdom Social/Environmental	154
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.38%	Equity World Social/Environmental	820
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	1.97%	Equity Europe Financials	954
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.24%	Equity Europe Equal Weighted	110
Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc	0.56%	Equity Europe Social/Environmental	212
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	4.26%	Equity United Kingdom Social/Environmental	40
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.06%	Equity World Social/Environmental	510
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.67%	Equity Europe Social/Environmental Climate Change	22
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.41%	Equity World Social/Environmental Climate Change	4
Amundi MSCI World Ex USA UCITS ETF Acc	0.26%	Equity World	315
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.00%	Equity Europe Social/Environmental Climate Change	277
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	1,968
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.44%	Equity World Social/Environmental Climate Change	27
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.27%	Equity World Social/Environmental	101
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.27%	Equity World Social/Environmental Climate Change	803
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.44%	Equity World Social/Environmental Climate Change	108
iShares Core MSCI World UCITS ETF USD (Dist)	0.07%	Equity World	390
HSBC UK Screened Equity UCITS ETF GBP	0.04%	Equity United Kingdom Social/Environmental	16
Xtrackers FTSE 100 UCITS ETF 1C	1.72%	Equity United Kingdom	81
Invesco FTSE RAFI All World 3000 UCITS ETF	0.08%	Equity World Fundamental/Quality	78
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.98%	Equity Europe Social/Environmental	189
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.19%	Equity World Social/Environmental	1
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	1
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.31%	Equity Europe Social/Environmental Climate Change	297
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF (Acc)	1.66%	Equity Europe Low Volatility/Risk Weighted	43
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.38%	Equity Europe	2,947
Amundi Prime All Country World UCITS ETF Acc	0.06%	Equity World	215
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis	0.07%	Equity World	1,185
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	3,618
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental	1,399
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.44%	Equity World Social/Environmental Climate Change	1
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.67%	Equity World Multi-Factor Strategy	1,189
UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to EUR) A-acc	1.88%	Equity United Kingdom	385
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	395
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Dist)	1.73%	Equity Europe Dividend	1,092
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	2,579
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.28%	Equity World Value Alternative Investments	690
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to CHF) A-dis	0.26%	Equity World Social/Environmental	27
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental	1,359
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.24%	Equity World Social/Environmental Catholic principles	61
Amundi MSCI Europe ex Switzerland ESG Leaders UCITS ETF DR (C)	1.09%	Equity Europe Social/Environmental	479
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-acc	1.88%	Equity United Kingdom	1,657
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.15%	Equity World Social/Environmental	179
SPDR MSCI World UCITS ETF	0.07%	Equity World	9,870
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	1.66%	Equity United Kingdom	4,304
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	32
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	2.09%	Equity Europe Social/Environmental	202
UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to CHF) A-acc	1.88%	Equity United Kingdom	241
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.12%	Equity Europe Social/Environmental Climate Change	6
Deka MSCI World UCITS ETF Distribution	0.07%	Equity World	3,263
Fidelity Europe Quality Income UCITS ETF	1.15%	Equity Europe Dividend	1
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,101
Fidelity Global Quality Income UCITS ETF (CHF Hedged)	0.21%	Equity World Dividend	16
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.24%	Equity Europe Momentum	23
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-acc	0.26%	Equity World Social/Environmental	508
iShares Listed Private Equity UCITS ETF GBP Hedged (Acc)	8.39%	Equity World Private Equity	27
iShares MSCI Europe SRI UCITS ETF (Acc)	1.84%	Equity Europe Social/Environmental	3,324
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc	0.08%	Equity World Social/Environmental	407
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.74%	Equity Europe Social/Environmental Climate Change	5
iShares MSCI World SRI UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	1,332
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.46%	Equity World Social/Environmental Climate Change	1
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	1.84%	Equity Europe Social/Environmental	552
iShares STOXX World Equity Multifactor UCITS ETF CHF Hedged (Acc)	0.07%	Equity World Multi-Factor Strategy	7
Xtrackers MSCI World ex USA UCITS ETF 1D Distribution	0.25%	Equity World	86
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-dis	1.88%	Equity United Kingdom	53
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.27%	Equity World Social/Environmental	48
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.24%	Equity World Social/Environmental	81
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.07%	Equity World	171
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.45%	Equity Europe Social/Environmental	69
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	142
Xtrackers MSCI World Screened UCITS ETF 1D	0.07%	Equity World Social/Environmental	124
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	3,250
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-dis	0.26%	Equity World Social/Environmental	29
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental	68
Invesco FTSE All-World UCITS ETF Acc	0.08%	Equity World	1,199
Xtrackers MSCI Europe Value UCITS ETF 1C	0.65%	Equity Europe Value	82
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (hedged to EUR) A-acc	0.13%	Equity World Social/Environmental	53
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.06%	Equity Europe Low Volatility/Risk Weighted	23
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.24%	Equity World Social/Environmental	44
Xtrackers MSCI World Climate Transition UCITS ETF	0.08%	Equity World Social/Environmental Climate Change	25
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	4.26%	Equity United Kingdom Social/Environmental	38
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	639
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.51%	Equity World Social/Environmental Climate Change	131
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR C	0.32%	Equity World Social/Environmental	37
HSBC MSCI World UCITS ETF CHF hedged	0.07%	Equity World	58
Xtrackers MSCI World ESG UCITS ETF 1D	0.16%	Equity World Social/Environmental	285
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	3,675
Amundi MSCI World UCITS ETF DR - USD (D)	0.07%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.07%	Equity World	1,305
Amundi UK Equity All Cap UCITS ETF Dist	1.73%	Equity United Kingdom	521
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc	0.08%	Equity World Social/Environmental	162
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to EUR) A-acc	0.26%	Equity World Social/Environmental	557
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.27%	Equity World Social/Environmental	437
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.27%	Equity World Social/Environmental Climate Change	5
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.43%	Equity Europe	953
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.43%	Equity Europe Multi-Factor Strategy	124
Amundi Stoxx Europe 600 UCITS ETF - EUR Hedged Dist	0.42%	Equity Europe	48
UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to EUR) A-dis	1.88%	Equity United Kingdom	4
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc	0.08%	Equity World Social/Environmental	98
HSBC MSCI Europe UCITS ETF EUR	0.43%	Equity Europe	258
UBS ETF (LU) FTSE 100 UCITS ETF (GBP) A-dis	1.68%	Equity United Kingdom	81
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental	699
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (USA) A-acc	0.13%	Equity World Social/Environmental	451
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.44%	Equity World Social/Environmental Climate Change	1
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	1.84%	Equity Europe Social/Environmental	29
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.24%	Equity World Social/Environmental Climate Change	89
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.66%	Equity World Value	58
Amundi Prime Europe UCITS ETF DR (C)	0.44%	Equity Europe	80
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.78%	Equity Europe Social/Environmental Climate Change	51
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to GBP) A-dis	0.26%	Equity World Social/Environmental	340
Fidelity Europe Quality Income UCITS ETF	1.15%	Equity Europe Dividend	16
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	6,652
UBS ETF (LU) MSCI Europe Socially Responsible UCITS ETF (EUR) A-acc	1.78%	Equity Europe Social/Environmental	123
UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (GBP) A-dis	4.06%	Equity United Kingdom Social/Environmental	821
VanEck World Equal Weight Screened UCITS ETF A	0.57%	Equity World Equal Weighted	933
Fidelity Global Quality Income UCITS ETF (EUR Hedged)	0.21%	Equity World Dividend	33
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.27%	Equity World Social/Environmental	6,787
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.07%	Equity World	1,061
Amundi MSCI Europe ESG Leaders UCITS ETF EUR Hedged Acc	0.92%	Equity Europe Social/Environmental	71
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	17,900
HSBC MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	735
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental	35
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.47%	Equity World Financials Social/Environmental	497
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	8.98%	Equity Europe Financials	79
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.14%	Equity World Social/Environmental Climate Change	106
SPDR MSCI Europe Financials UCITS ETF	1.96%	Equity Europe Financials	569
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.25%	Equity World Multi-Factor Strategy	88
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	3,769
AXA IM MSCI Europe Equity PAB UCITS ETF EUR Acc	1.00%	Equity Europe Social/Environmental Climate Change	118
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.07%	Equity World	39
UBS ETF (LU) MSCI United Kingdom UCITS ETF (hedged to USD) A-dis	1.88%	Equity United Kingdom	10
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.03%	Equity World Social/Environmental	18
Invesco FTSE RAFI Europe UCITS ETF Dist	0.28%	Equity Europe Fundamental/Quality	12
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.07%	Equity World Social/Environmental	2
Invesco S&P World Financials ESG UCITS ETF Acc	0.47%	Equity World Financials Social/Environmental	5
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.46%	Equity World Social/Environmental Climate Change	181
iShares Edge MSCI Europe Value Factor UCITS ETF	0.64%	Equity Europe Value	1,676
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	46
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.67%	Equity Europe Social/Environmental Climate Change	2,012
BNP Paribas Easy MSCI Europe ESG Filtered Min TE UCITS ETF	0.49%	Equity Europe Social/Environmental	2,547
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	16,736
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.49%	Equity Europe Social/Environmental	3,521
Fidelity Europe Quality Income UCITS ETF	1.15%	Equity Europe Dividend	22
Xtrackers FTSE 100 UCITS ETF Income 1D	1.72%	Equity United Kingdom	73
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to USD) A-acc	0.26%	Equity World Social/Environmental	293
UBS ETF (LU) MSCI Europe Socially Responsible UCITS ETF (hedged to EUR) A-acc	1.78%	Equity Europe Social/Environmental	97
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental	2
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.43%	Equity Europe	215
HSBC FTSE 100 UCITS ETF GBP	1.69%	Equity United Kingdom	613
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.25%	Equity World Multi-Factor Strategy	527
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.07%	Equity World	3,866
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.49%	Equity Europe Social/Environmental Climate Change	12
Invesco FTSE All-World UCITS ETF Dist	0.08%	Equity World	111
WisdomTree UK Quality Dividend Growth UCITS ETF GBP	5.03%	Equity United Kingdom Fundamental/Quality	11
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	1.87%	Equity Europe Social/Environmental	115
Fidelity Global Quality Income UCITS ETF (GBP Hedged)	0.21%	Equity World Dividend	60
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	2.83%	Equity Europe Financials Social/Environmental	75
Xtrackers MSCI Europe UCITS ETF 1D	0.43%	Equity Europe	104
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to EUR) A-acc	0.29%	Equity World Social/Environmental	124
SPDR FTSE UK All Share UCITS ETF	1.48%	Equity United Kingdom	424
BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	1.19%	Equity Europe Social/Environmental	40
Amundi Prime Global UCITS ETF Dist	0.07%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.07%	Equity World	13,347
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.66%	Equity Europe Social/Environmental	1,733
Invesco MSCI Europe ESG Leaders Catholic Principles UCITS ETF A	1.05%	Equity Europe Social/Environmental Catholic principles	27
UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) A-acc	0.62%	Equity World Social/Environmental Climate Change	13
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.51%	Equity Europe Social/Environmental	26
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.07%	Equity World	363
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.87%	Equity Europe Fundamental/Quality	26
First Trust United Kingdom AlphaDEX UCITS ETF Dist	2.34%	Equity United Kingdom Multi-Factor Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.39%	Equity World Social/Environmental Climate Change	1,225
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.98%	Equity Europe Social/Environmental Climate Change	32
UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc	0.42%	Equity World Social/Environmental Climate Change	14
Amundi Prime All Country World UCITS ETF Dist	0.06%	Equity World	2,092
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.38%	Equity Europe	1,371
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.49%	Equity Europe Social/Environmental	353
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.13%	Equity World Social/Environmental	13
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc	0.08%	Equity World Social/Environmental	807
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	57
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.07%	Equity World Multi-Factor Strategy	548
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.03%	Equity World Social/Environmental	11
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.67%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI Europe UCITS ETF 1C	0.43%	Equity Europe	4,718
Amundi STOXX Europe 600 ESG II UCITS ETF Dist	0.49%	Equity Europe Social/Environmental	46
SPDR MSCI Europe UCITS ETF	0.42%	Equity Europe	302
Xtrackers MSCI World Financials UCITS ETF 1C	0.41%	Equity World Financials	921
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.64%	Equity Europe Value	50
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF DR	0.18%	Equity World Social/Environmental Climate Change	98
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to CHF) A-acc	0.29%	Equity World Social/Environmental	154
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.66%	Equity Europe Social/Environmental	3,766
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF USD Hedged (Acc)	1.66%	Equity Europe Low Volatility/Risk Weighted	2
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	5
Deka MSCI Europe Climate Change ESG UCITS ETF	1.02%	Equity Europe Social/Environmental Climate Change	441
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.14%	Equity World Social/Environmental Climate Change	2
HSBC Developed World Screened Equity UCITS ETF USD	0.03%	Equity World Social/Environmental	110
UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to EUR) A-acc	4.06%	Equity United Kingdom Social/Environmental	92
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.26%	Equity World	78

Performance

Returns overview

YTD	+16.06%
1 month	+5.13%
3 months	+1.38%
6 months	+21.92%
1 year	+47.03%
3 years	+233.36%
5 years	+450.33%
Since inception (MAX)	+832.37%
2024	+47.38%
2023	+81.16%
2022	-8.24%
2021	+24.07%

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).