3i Group Plc

ISIN GB00B1YW4409

WKN A0MU9Q

Market cap (in EUR)

31,081 m

Country

United Kingdom

Sector

Finance

Dividend yield

3.22%

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	31,081 m
EPS, EUR	-
P/B ratio	0.9
P/E ratio	4.9
Dividend yield	3.22%

Income statement (2025)

Revenue, EUR	1,458 m
Net income, EUR	6,122 m
Profit margin	419.83%

What ETF is 3i Group Plc in?

There are 396 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 Listed Private Equity UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	1,018
Xtrackers Portfolio UCITS ETF 1C	0.07%	Equity World Multi-Asset Strategy	754
UBS Core MSCI Europe UCITS ETF EUR dis	0.21%	Equity Europe	1,486
State Street SPDR MSCI World Financials UCITS ETF USD	0.22%	Equity World Financials	276
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.95%	Equity United Kingdom	994
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	8
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.25%	Equity Europe Social/Environmental	0
UBS MSCI World ex USA UCITS ETF USD acc	0.12%	Equity World	340
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.15%	Equity Europe Multi-Factor Strategy	581
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.06%	Equity World Equal Weighted	25
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.86%	Equity Europe Social/Environmental	20
VanEck European Equal Weight Screened UCITS ETF A	0.75%	Equity Europe Equal Weighted	89
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	18
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.89%	Equity United Kingdom	2,200
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.05%	Equity World	685
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.29%	Equity Europe Social/Environmental Climate Change	62
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.25%	Equity Europe Covered Call Alternative Investments	18
Invesco MSCI Europe Equal Weight UCITS ETF	0.16%	Equity Europe Equal Weighted	209
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.20%	Equity Europe	20,155
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.24%	Equity Europe Social/Environmental	1,791
Amundi MSCI Europe UCITS ETF	0.21%	Equity Europe	606
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.07%	Equity World	44
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.90%	Equity United Kingdom	3,642
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,932
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.05%	Equity World Social/Environmental	585
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.28%	Equity Europe Social/Environmental	121
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,246
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	718
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	77
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.20%	Equity World Value	391
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,252
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.84%	Equity Europe Fundamental/Quality	657
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.43%	Equity Europe Social/Environmental	1,083
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.27%	Equity Europe Social/Environmental	120
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.07%	Equity World Dividend	8,926
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.28%	Equity Europe Social/Environmental	2,785
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.46%	Equity Europe Social/Environmental	1,096
Amundi MSCI Europe Action UCITS ETF Dist	0.33%	Equity Europe Social/Environmental Climate Change	2,110
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.22%	Equity World Social/Environmental Climate Change	487
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Acc)	0.40%	Equity Europe Dividend	12
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.37%	Equity World Value	271
Invesco FTSE All Share Screened & Tilted UCITS ETF	0.18%	Equity United Kingdom Social/Environmental Climate Change	10
First Trust Global Equity Income UCITS ETF Acc	0.44%	Equity World Fundamental/Quality	57
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	309
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	13,584
State Street SPDR MSCI Europe Value UCITS ETF EUR	1.42%	Equity Europe Value	77
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.12%	Equity World	0
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.17%	Equity Europe Growth	178
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.24%	Equity World Social/Environmental Climate Change	1,342
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	81
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,741
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	350
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	3.32%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	217
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	1,000
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	356
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,801
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	1,073
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	362
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.37%	Equity World Value	186
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.20%	Equity Europe	124
iShares Edge MSCI World Value Factor UCITS ETF	0.20%	Equity World Value	6,210
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.37%	Equity World Financials Social/Environmental	119
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	30
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	7
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.44%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.21%	Equity Europe	135
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	124,163
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.19%	Equity Europe	1,208
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	98
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	800
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.16%	Equity World Social/Environmental	3,087
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	59
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	2.23%	Equity United Kingdom Social/Environmental Climate Change	10
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.21%	Equity Europe	146
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	710
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.27%	Equity Europe Social/Environmental Climate Change	14
iShares Listed Private Equity UCITS ETF USD (Acc)	5.35%	Equity World Private Equity	74
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.21%	Equity Europe	4,610
Amundi MSCI World Ex USA UCITS ETF Dist	0.12%	Equity World	125
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Climate Change	4
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	3.32%	Equity United Kingdom Social/Environmental	75
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,525
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	0.44%	Equity Europe Social/Environmental Climate Change	233
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.14%	Equity World Social/Environmental	126
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental Climate Change	37
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental Climate Change	199
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.09%	Equity World Social/Environmental Climate Change	545
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	763
Xtrackers FTSE 100 UCITS ETF 1C	0.87%	Equity United Kingdom	104
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.46%	Equity Europe Social/Environmental	33
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.04%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	13
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.43%	Equity Europe Social/Environmental Climate Change	94
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.12%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.19%	Equity Europe	4,242
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	79
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,465
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.09%	Equity World Social/Environmental Climate Change	14
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.03%	Equity World	16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.10%	Equity World Multi-Factor Strategy	989
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.95%	Equity United Kingdom	586
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Dist)	0.40%	Equity Europe Dividend	840
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	6,355
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	1,815
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	82
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	161
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	1.13%	Equity Europe Social/Environmental	233
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.27%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,074
iShares Listed Private Equity UCITS ETF GBP Hedged (Acc)	5.35%	Equity World Private Equity	55
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	749
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.44%	Equity Europe Social/Environmental Climate Change	6
iShares MSCI World SRI UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	1,510
Xtrackers MSCI World ex USA UCITS ETF 1D	0.11%	Equity World	237
UBS MSCI United Kingdom UCITS ETF GBP dis	0.95%	Equity United Kingdom	123
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.16%	Equity World Social/Environmental	119
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	141
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,927
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	95
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	3,540
Xtrackers MSCI Europe Value UCITS ETF 1C	0.72%	Equity Europe Value	290
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.31%	Equity World Fundamental/Quality	184
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,141
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	5,284
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,606
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	371
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	917
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,810
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.21%	Equity Europe	1,177
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.20%	Equity Europe	56
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.95%	Equity United Kingdom	8
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	885
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	722
Amundi Prime Europe UCITS ETF DR (C)	0.24%	Equity Europe	226
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	2.23%	Equity United Kingdom Social/Environmental Climate Change	866
VanEck World Equal Weight Screened UCITS ETF A	0.29%	Equity World Equal Weighted	1,410
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.14%	Equity World Social/Environmental	6,924
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,767
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	44,368
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,920
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.24%	Equity World Financials Social/Environmental	1,292
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	4,272
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	52
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.95%	Equity United Kingdom	14
Invesco RAFI Europe Fundamental Value UCITS ETF	0.13%	Equity Europe Value	32
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.35%	Equity World Social/Environmental Multi-Asset Strategy	41
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.29%	Equity Europe Social/Environmental Climate Change	2,402
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.24%	Equity Europe Social/Environmental	3,417
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.24%	Equity Europe Social/Environmental	4,662
Xtrackers FTSE 100 UCITS ETF Income 1D	0.87%	Equity United Kingdom	97
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	383
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.35%	Equity World Multi-Factor Strategy	584
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.94%	Equity Europe Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,632
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.20%	Equity Europe	297
HSBC FTSE 100 UCITS ETF GBP	0.90%	Equity United Kingdom	1,023
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.11%	Equity World Multi-Factor Strategy	1,320
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,267
Xtrackers FTSE All-World UCITS ETF 1C	0.03%	Equity World	52
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.25%	Equity Europe Social/Environmental Climate Change	17
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.97%	Equity Europe Social/Environmental	45
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
Xtrackers MSCI Europe Financials UCITS ETF 1C	0.83%	Equity Europe Financials	152
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.25%	Equity Europe Covered Call Alternative Investments	74
VanEck Multi-Asset Growth Allocation UCITS ETF	0.57%	Equity World Social/Environmental Multi-Asset Strategy	34
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.20%	Equity Europe	8
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	19,699
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.29%	Equity Europe Social/Environmental	2,375
Invesco MSCI Europe Catholic Principles UCITS ETF	0.50%	Equity Europe Social/Environmental Catholic principles	33
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.27%	Equity Europe Social/Environmental	34
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,063
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.34%	Equity Europe Social/Environmental Climate Change	37
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.11%	Equity World Social/Environmental Catholic principles	162
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	80
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.24%	Equity Europe Social/Environmental	493
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.06%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,280
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	99
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	15
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	2.23%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.20%	Equity Europe	8,017
State Street SPDR MSCI Europe UCITS ETF EUR	0.22%	Equity Europe	431
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental Climate Change	332
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.29%	Equity Europe Social/Environmental	4,810
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	63
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.12%	Equity World	2,940
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.33%	Equity World Value	699
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.90%	Equity United Kingdom	187
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.21%	Equity Europe	15,556
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	46
Invesco MSCI World Equal Weight UCITS ETF	0.05%	Equity World Equal Weighted	1,492
Xtrackers MSCI World Value UCITS ETF 1C	0.19%	Equity World Value	4,085
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.11%	Equity World Fundamental/Quality	4,914
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF	0.19%	Equity World Social/Environmental Climate Change	25
Xtrackers MSCI World ex USA UCITS ETF 1C	0.11%	Equity World	5,891
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	28
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.04%	Equity World Low Volatility/Risk Weighted	248
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.46%	Equity United Kingdom	496
iShares MSCI UK UCITS ETF (Acc)	0.96%	Equity United Kingdom	132
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,926
iShares Listed Private Equity UCITS ETF USD (Dist)	5.35%	Equity World Private Equity	666
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.42%	Equity Europe Social/Environmental	502
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
L&G Global Quality Dividends UCITS ETF USD Acc	0.12%	Equity World Dividend	43
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	82
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	592
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.33%	Equity Europe Social/Environmental Climate Change	184
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.10%	Equity World Multi-Factor Strategy	216
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.60%	Equity Europe	10
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.19%	Equity Europe	12
Amundi MSCI World ESG Selection UCITS ETF Acc	0.07%	Equity World Social/Environmental	1,811
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.30%	Equity World Value Climate Change	480
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Climate Change	409
Invesco FTSE All Share Screened & Tilted UCITS ETF	0.18%	Equity United Kingdom Social/Environmental Climate Change	47
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	94
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.79%	Equity United Kingdom	387
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,127
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental Climate Change	138
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.44%	Equity Europe Social/Environmental Climate Change	1
Xtrackers MSCI World Quality UCITS ETF 1C	0.11%	Equity World Fundamental/Quality	2,757
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.49%	Equity United Kingdom Multi-Factor Strategy	9
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	233
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.21%	Equity Europe	10,525
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.97%	Equity Europe Social/Environmental	971
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.90%	Equity United Kingdom	18,535
Amundi Prime Europe UCITS ETF DR (D)	0.24%	Equity Europe	253
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.36%	Equity Europe Social/Environmental	94
Amundi MSCI Europe Growth UCITS ETF Dist	0.17%	Equity Europe Growth	91
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.06%	Equity World Equal Weighted	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	108
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.09%	Equity World Social/Environmental Climate Change	312
Amundi Core MSCI Europe UCITS ETF Acc	0.22%	Equity Europe	4,148
CT QR Series European Equity Active UCITS ETF EUR Dist	0.29%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,170
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.19%	Equity World Social/Environmental	109
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.25%	Equity Europe Social/Environmental	496
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.24%	Equity World Financials Social/Environmental	28
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	2,753
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.07%	Equity World Value	7
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.16%	Equity World Social/Environmental	213
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	4,228
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	0.36%	Equity Europe Social/Environmental Climate Change	636
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,492
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.07%	Equity World Dividend	2,695
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	252
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.90%	Equity United Kingdom	60
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	143
Xtrackers MSCI UK ESG UCITS ETF 1D	1.70%	Equity United Kingdom Social/Environmental	814
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.46%	Equity United Kingdom	130
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	88
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.33%	Equity Europe Social/Environmental Climate Change	26
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.15%	Equity World Social/Environmental Climate Change	2
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity World Social/Environmental	258
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.19%	Equity World Social/Environmental	50
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,188
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.95%	Equity United Kingdom	92
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	436
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	14,094
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.21%	Equity Europe	102
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	5,583
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	7
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.27%	Equity World Social/Environmental Climate Change	54
UBS Core MSCI Europe UCITS ETF USD acc	0.21%	Equity Europe	49
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	896
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.03%	Equity United Kingdom Social/Environmental Climate Change	15
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	444
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	5
Amundi Core MSCI Europe UCITS ETF Dist	0.22%	Equity Europe	452
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	59
L&G Global Quality Dividends UCITS ETF USD Dist	0.12%	Equity World Dividend	218
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	22,638
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	600
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	14,246
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Multi-Factor Strategy	27
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.12%	Equity World	2
L&G UK Equity UCITS ETF GBP Acc	1.04%	Equity United Kingdom Social/Environmental	214
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.13%	Equity World Social/Environmental	269
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	589
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.89%	Equity Europe Financials	1,582
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.16%	Equity Europe Equal Weighted	194
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.03%	Equity World	12
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.28%	Equity Europe Social/Environmental	212
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	969
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.29%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Ex USA UCITS ETF Acc	0.12%	Equity World	621
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	117
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	9,846
iShares FTSE All-World UCITS ETF USD (Acc)	0.03%	Equity World	26
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.03%	Equity United Kingdom Social/Environmental Climate Change	29
iShares UK Foreign Focus UCITS ETF GBP (Acc)	1.01%	Equity United Kingdom	3
Invesco RAFI All-World Fundamental Value UCITS ETF	0.04%	Equity World Value	233
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	26
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF EUR (Acc)	0.14%	Equity Europe Low Volatility/Risk Weighted	29
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	2,258
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.05%	Equity World Social/Environmental	28
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,665
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	1,739
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	536
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.33%	Equity World Social/Environmental	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental Climate Change	45
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.11%	Equity World Social/Environmental Catholic principles	100
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.37%	Equity Europe Social/Environmental Climate Change	603
UBS MSCI United Kingdom UCITS ETF GBP acc	0.95%	Equity United Kingdom	2,102
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	17,223
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.16%	Equity Europe Equal Weighted	58
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.89%	Equity United Kingdom	5,322
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.25%	Equity Europe Social/Environmental	615
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.95%	Equity United Kingdom	363
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	747
iShares MSCI Europe SRI UCITS ETF (Acc)	0.86%	Equity Europe Social/Environmental	3,267
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.86%	Equity Europe Social/Environmental	201
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.14%	Equity World Social/Environmental	63
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	429
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.21%	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	0.03%	Equity World Social/Environmental	134
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.22%	Equity World Social/Environmental	17
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	45
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	39
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.29%	Equity Europe Fundamental/Quality	-
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.16%	Equity World Social/Environmental	67
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	3.32%	Equity United Kingdom Social/Environmental	32
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental Climate Change	193
First Trust Global Equity Income UCITS ETF Dist	0.44%	Equity World Fundamental/Quality	52
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	78
Xtrackers MSCI World ESG UCITS ETF 1D	0.07%	Equity World Social/Environmental	13
Amundi UK Equity All Cap UCITS ETF Dist	0.83%	Equity United Kingdom	1,028
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.14%	Equity World Social/Environmental	271
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental Climate Change	9
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.15%	Equity Europe Multi-Factor Strategy	203
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	119
HSBC MSCI Europe UCITS ETF EUR	0.21%	Equity Europe	348
UBS FTSE 100 UCITS ETF GBP dis	0.89%	Equity United Kingdom	91
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.09%	Equity World Social/Environmental Climate Change	1
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.86%	Equity Europe Social/Environmental	7
Amundi MSCI World Ex USA Screened UCITS ETF	0.14%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.31%	Equity World Value	285
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF	0.37%	Equity Europe Social/Environmental Climate Change	18
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	665
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	8,102
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.94%	Equity Europe Social/Environmental Climate Change	61
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.06%	Equity Europe Social/Environmental	67
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.43%	Equity Europe Social/Environmental	59
HSBC Europe Screened Equity UCITS ETF EUR	0.05%	Equity Europe Social/Environmental Climate Change	19
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	4.88%	Equity Europe Financials	98
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.90%	Equity Europe Financials	776
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.11%	Equity World Multi-Factor Strategy	215
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	375
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF	0.26%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	78
iShares Edge MSCI Europe Value Factor UCITS ETF	0.74%	Equity Europe Value	2,500
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	54
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,487
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.33%	Equity Europe Social/Environmental	1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	27
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	266
WisdomTree UK Quality Dividend Growth UCITS ETF GBP	1.86%	Equity United Kingdom Fundamental/Quality	10
Xtrackers MSCI Europe UCITS ETF 1D	0.20%	Equity Europe	247
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental Climate Change	219
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.79%	Equity United Kingdom	450
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	105
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.33%	Equity Europe Social/Environmental Climate Change	39
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,574
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.35%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	542
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.84%	Equity Europe Fundamental/Quality	30
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.49%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	0.21%	Equity Europe	418
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	4,566
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.21%	Equity Europe	2,826
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.04%	Equity World Multi-Factor Strategy	730
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.10%	Equity World Multi-Factor Strategy	0
Xtrackers MSCI World Financials UCITS ETF 1C	0.20%	Equity World Financials	841
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.74%	Equity Europe Value	109
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.33%	Equity World Fundamental/Quality	63
iShares MSCI Europe Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	0.40%	Equity Europe Dividend	3
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	430
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	2.23%	Equity United Kingdom Social/Environmental Climate Change	114

Performance

Returns overview

YTD	-17.86%
1 month	+21.27%
3 months	-0.48%
6 months	-15.27%
1 year	-36.04%
3 years	+43.29%
5 years	+124.06%
Since inception (MAX)	+500.67%
2025	-8.97%
2024	+47.38%
2023	+81.16%
2022	-8.24%

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).