The Sage Group

ISIN GB00B8C3BL03

WKN A1WYYZ

Market cap (in EUR)

8,954 m

Country

United Kingdom

Sector

Technology

Dividend yield

2.55%

Overview

Quote

Description

The Sage Group plc engages in the provision of business management solutions. It offers accounting, enterprise resource planning and payroll software. It operates through the following geographical segments: North America, UK and Ireland, Europe, and Africa and APAC. The company was founded by David Goldman, Paul Muller, and Graham Wylie in 1981 and is headquartered in Newcastle upon Tyne, the United Kingdom.

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Technology Software and Consulting Software United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	8,954 m
EPS, EUR	-
P/B ratio	36.0
P/E ratio	21.2
Dividend yield	2.55%

Income statement (2025)

Revenue, EUR	2,975 m
Net income, EUR	437 m
Profit margin	14.68%

What ETF is The Sage Group in?

There are 354 ETFs which contain The Sage Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of The Sage Group is the Xtrackers MSCI Europe Information Technology Screened UCITS ETF 1C.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.01%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	981
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	739
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.32%	Equity United Kingdom	196
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.08%	Equity Europe	15,295
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,261
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	44
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.05%	Equity World Fundamental/Quality	4,592
UBS Core MSCI Europe UCITS ETF EUR dis	0.08%	Equity Europe	1,262
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	5,431
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.27%	Equity World Low Volatility/Risk Weighted	52
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.47%	Equity World Low Volatility/Risk Weighted	232
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.18%	Equity United Kingdom	480
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.34%	Equity United Kingdom	518
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	0.34%	Equity United Kingdom	131
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,841
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.64%	Equity Europe Social/Environmental Climate Change	5
UBS MSCI World ex USA UCITS ETF USD acc	0.04%	Equity World	100
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.16%	Equity Europe Social/Environmental	494
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.65%	Equity Europe Multi-Factor Strategy	598
CT QR Series Global Equity Active UCITS ETF USD Dist	0.02%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	41
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.28%	Equity Europe Social/Environmental	20
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	6
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	25
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	88
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	542
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.05%	Equity Europe Social/Environmental Climate Change	174
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.32%	Equity United Kingdom	2,588
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	613
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.05%	Equity Europe Social/Environmental Climate Change	61
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.29%	Equity Europe Covered Call Alternative Investments	16
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.28%	Equity Europe Equal Weighted	202
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.07%	Equity Europe	18,922
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.09%	Equity Europe Social/Environmental	1,751
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.08%	Equity Europe	12
Amundi MSCI Europe UCITS ETF Acc	0.08%	Equity Europe	600
Amundi MSCI World ESG Selection UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,768
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.12%	Equity World Low Volatility/Risk Weighted	970
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.08%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	1.48%	Equity United Kingdom Social/Environmental Climate Change	55
Fidelity Global Quality Income UCITS ETF ACC-USD	0.24%	Equity World Dividend	23
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	91
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.32%	Equity United Kingdom	3,606
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	51
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.29%	Equity United Kingdom	378
Xtrackers MSCI World ESG UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,238
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (D)	0.05%	Equity World Technology Social/Environmental	65
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.05%	Equity World Social/Environmental	545
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	137
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.29%	Equity Europe Social/Environmental	120
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.10%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.41%	Equity Europe Low Volatility/Risk Weighted	847
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,302
Xtrackers MSCI World Quality UCITS ETF 1C	0.05%	Equity World Fundamental/Quality	2,454
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	738
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	0
iShares MSCI Europe Mid Cap UCITS ETF	0.46%	Equity Europe Mid Cap	24
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	69
State Street SPDR S&P Europe Quality Aristocrats UCITS ETF EUR Unhedged (Acc)	0.24%	Equity Europe Fundamental/Quality	2
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	223
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.08%	Equity Europe	10,495
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.35%	Equity Europe Social/Environmental	1,048
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.30%	Equity Europe Fundamental/Quality	733
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.10%	Equity Europe Social/Environmental	121
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	8,259
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.32%	Equity United Kingdom	18,312
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.29%	Equity Europe Social/Environmental	2,727
Amundi Prime Europe UCITS ETF DR (D)	0.08%	Equity Europe	241
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.19%	Equity Europe Social/Environmental	96
Amundi MSCI Europe Growth UCITS ETF Dist	0.16%	Equity Europe Growth	85
Invesco Europe Enhanced Equity UCITS ETF Acc	0.12%	Equity Europe Multi-Factor Strategy	214
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	35
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.10%	Equity World Dividend	3
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.18%	Equity Europe Social/Environmental	1,017
Amundi MSCI Europe Action UCITS ETF Dist	0.12%	Equity Europe Social/Environmental Climate Change	2,555
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	330
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.12%	Equity Europe Social/Environmental Climate Change	7
Amundi Core MSCI Europe UCITS ETF Acc	0.08%	Equity Europe	4,101
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
CT QR Series European Equity Active UCITS ETF EUR Dist	0.11%	Equity Europe Fundamental/Quality	-
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.12%	Equity World Low Volatility/Risk Weighted	2,162
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	60
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	1.48%	Equity United Kingdom Social/Environmental Climate Change	12
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Acc)	0.82%	Equity Europe Dividend	11
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,099
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.04%	Equity World Low Volatility/Risk Weighted Climate Change	435
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.16%	Equity Europe Social/Environmental	468
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	140
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	1,953
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,240
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.16%	Equity Europe Growth	166
CT QR Series Global Equity Active UCITS ETF USD Acc	0.02%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,287
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,286
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	239
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.64%	Equity Europe Social/Environmental Climate Change	440
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	50
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.32%	Equity United Kingdom	55
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	102
Xtrackers MSCI UK ESG UCITS ETF 1D	0.73%	Equity United Kingdom Social/Environmental	725
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.18%	Equity United Kingdom	118
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,451
iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR (Dist)	1.41%	Equity Europe Technology	202
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	79
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	0.74%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	201
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	797
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.12%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.05%	Equity Europe Social/Environmental Climate Change	28
UBS MSCI World Selection UCITS ETF hEUR dis	0.03%	Equity World Social/Environmental	310
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.03%	Equity World Social/Environmental	1,058
UBS MSCI World Selection UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	290
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.05%	Equity World Social/Environmental	230
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.07%	Equity Europe	126
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	1,130
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.34%	Equity United Kingdom	99
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	462
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	13,517
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.08%	Equity Europe	99
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A)	0.05%	Equity World Technology Social/Environmental	1,011
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	5,500
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	7
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	22
Xtrackers MSCI Europe Information Technology Screened UCITS ETF 1C	10.55%	Equity Europe Technology Social/Environmental	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	832
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.98%	Equity United Kingdom Social/Environmental Climate Change	15
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
UBS Core MSCI Europe UCITS ETF hEUR acc	0.08%	Equity Europe	134
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.01%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	121,259
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.08%	Equity Europe	1,127
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	5
iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc)	1.69%	Equity Europe Technology	299
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	94
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.13%	Equity World Dividend	406
Amundi Core MSCI Europe UCITS ETF Dist	0.08%	Equity Europe	640
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	741
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	56
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	145
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	21,871
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	0.83%	Equity United Kingdom Social/Environmental Climate Change	10
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	12,016
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.08%	Equity Europe	130
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	598
Fidelity Global Quality Income UCITS ETF INC-USD	0.24%	Equity World Dividend	732
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.18%	Equity Europe Social/Environmental Climate Change	17
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.08%	Equity World Multi-Factor Strategy	224
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	8
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.08%	Equity Europe	4,524
Amundi MSCI World Ex USA UCITS ETF Dist	0.04%	Equity World	122
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	3
L&G UK Equity UCITS ETF GBP Acc	0.34%	Equity United Kingdom Social/Environmental	203
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	258
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	757
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	193
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.10%	Equity Europe Social/Environmental	193
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	0.74%	Equity United Kingdom Social/Environmental	71
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	898
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.05%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,459
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	1.05%	Equity United Kingdom Dividend	116
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.12%	Equity World Low Volatility/Risk Weighted	159
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	636
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	106
Invesco S&P World Information Technology ESG UCITS ETF Acc	0.09%	Equity World Technology Social/Environmental	31
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	0.42%	Equity Europe Social/Environmental Climate Change	246
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	8,914
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	124
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental Climate Change	37
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	289
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental Climate Change	485
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.98%	Equity United Kingdom Social/Environmental Climate Change	28
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	715
Xtrackers FTSE 100 UCITS ETF 1C	0.32%	Equity United Kingdom	100
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	170
iShares Automation & Robotics UCITS ETF	0.88%	Equity World Technology Social/Environmental Robotics & Automation	4,237
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.18%	Equity Europe Social/Environmental	32
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.04%	Equity World Social/Environmental	3
Franklin S&P World Screened UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	6
Invesco Global Buyback Achievers UCITS ETF	0.29%	Equity World Buyback	135
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	23
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.46%	Equity Europe Mid Cap	527
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF EUR (Acc)	0.88%	Equity Europe Low Volatility/Risk Weighted	28
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.08%	Equity Europe	3,919
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	1,772
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.05%	Equity World Social/Environmental	27
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,444
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,872
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	1,648
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.01%	Equity World Multi-Factor Strategy	941
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.34%	Equity United Kingdom	411
State Street SPDR MSCI Europe Technology UCITS ETF EUR	1.63%	Equity Europe Technology	187
Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR)	1.19%	Equity Europe Social/Environmental	17
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	499
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Dist)	0.82%	Equity Europe Dividend	849
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	118
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.29%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,381
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.04%	Equity World Social/Environmental Catholic principles	103
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.10%	Equity Europe Social/Environmental Climate Change	575
UBS MSCI United Kingdom UCITS ETF GBP acc	0.34%	Equity United Kingdom	2,297
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	88
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	16,249
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.28%	Equity Europe Equal Weighted	58
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.32%	Equity United Kingdom	5,274
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	110
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.33%	Equity Europe Social/Environmental	211
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.09%	Equity Europe Social/Environmental	575
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.34%	Equity United Kingdom	239
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.18%	Equity Europe Social/Environmental Climate Change	9
Fidelity Europe Quality Income UCITS ETF ACC-GBP (hedged)	0.60%	Equity Europe Dividend	2
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,927
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.24%	Equity World Dividend	23
iShares MSCI Europe SRI UCITS ETF (Acc)	0.28%	Equity Europe Social/Environmental	3,197
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	680
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.10%	Equity Europe Social/Environmental Climate Change	6
iShares MSCI World SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,548
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.28%	Equity Europe Social/Environmental	200
iShares Automation & Robotics UCITS ETF	0.88%	Equity World Technology Social/Environmental Robotics & Automation	275
Xtrackers MSCI World ex USA UCITS ETF 1D	0.05%	Equity World	225
UBS MSCI United Kingdom UCITS ETF GBP dis	0.34%	Equity United Kingdom	124
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.08%	Equity World Social/Environmental	61
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.09%	Equity Europe Social/Environmental	82
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	296
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	129
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	141
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,683
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	93
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	3,140
UBS MSCI World Selection UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	44
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.41%	Equity Europe Low Volatility/Risk Weighted	28
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.11%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.06%	Equity World Fundamental/Quality	175
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	0.74%	Equity United Kingdom Social/Environmental	32
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,135
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.18%	Equity Europe Social/Environmental Multi-Asset Strategy	560
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	86
Xtrackers MSCI World ESG UCITS ETF 1D	0.03%	Equity World Social/Environmental	17
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.09%	Equity World Mid Cap	394
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,063
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,540
Amundi UK Equity All Cap UCITS ETF Dist	0.31%	Equity United Kingdom	940
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	283
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,434
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.08%	Equity World Social/Environmental	271
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.27%	Equity World Low Volatility/Risk Weighted	213
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	9
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.08%	Equity Europe	1,354
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.65%	Equity Europe Multi-Factor Strategy	198
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.07%	Equity Europe	54
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.34%	Equity United Kingdom	6
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	112
HSBC MSCI Europe UCITS ETF EUR	0.08%	Equity Europe	343
UBS FTSE 100 UCITS ETF GBP dis	0.32%	Equity United Kingdom	89
State Street SPDR MSCI World Technology UCITS ETF USD	0.05%	Equity World Technology	1,062
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	907
UBS MSCI World Selection UCITS ETF USD acc	0.03%	Equity World Social/Environmental	691
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	6
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.28%	Equity Europe Social/Environmental	5
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	4
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.12%	Equity World Low Volatility/Risk Weighted	57
Amundi Prime Europe UCITS ETF DR (C)	0.08%	Equity Europe	212
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.19%	Equity Europe Social/Environmental Climate Change	36
Fidelity Europe Quality Income UCITS ETF ACC-Euro	0.60%	Equity Europe Dividend	32
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,027
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.36%	Equity Europe Social/Environmental Climate Change	58
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	0.83%	Equity United Kingdom Social/Environmental Climate Change	898
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.24%	Equity World Dividend	42
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental	6,613
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,745
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.35%	Equity Europe Social/Environmental	56
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	39,274
HSBC EUROPE SCREENED EQUITY UCITS ETF EUR	0.01%	Equity Europe Social/Environmental Climate Change	23
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,849
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	203
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,049
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.34%	Equity United Kingdom	11
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.13%	Equity World Dividend	1,320
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	51
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.05%	Equity Europe Social/Environmental Climate Change	2,349
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.16%	Equity Europe Social/Environmental	3,412
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	28,177
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.09%	Equity Europe Social/Environmental	4,825
Fidelity Europe Quality Income UCITS ETF INC-Euro	0.60%	Equity Europe Dividend	27
Xtrackers FTSE 100 UCITS ETF Income 1D	0.32%	Equity United Kingdom	98
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.36%	Equity Europe Social/Environmental Climate Change	3
Xtrackers MSCI World Information Technology UCITS ETF 1C	0.05%	Equity World Technology	5,409
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.29%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	1,540
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	20
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.08%	Equity Europe	274
HSBC FTSE 100 UCITS ETF GBP	0.33%	Equity United Kingdom	1,043
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,195
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,178
iShares Edge MSCI Europe Size Factor UCITS ETF	0.33%	Equity Europe Mid Cap	33
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.02%	Equity World Islamic Investing	960
iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR (Acc)	1.41%	Equity Europe Technology	21
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.07%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	240
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	98
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.24%	Equity World Dividend	59
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.29%	Equity Europe Covered Call Alternative Investments	49
Xtrackers MSCI Europe UCITS ETF 1D	0.08%	Equity Europe	130
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.10%	Equity World Dividend	122
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.29%	Equity United Kingdom	449
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	106
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	33
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,562
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.02%	Equity Europe Social/Environmental	2,234
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.18%	Equity Europe Social/Environmental Catholic principles	33
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.10%	Equity Europe Social/Environmental	36
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	533
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.00%	Equity World Social/Environmental Climate Change	17
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.30%	Equity Europe Fundamental/Quality	30
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1,737
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	1,004
UBS Core MSCI Europe UCITS ETF EUR acc	0.08%	Equity Europe	303
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	164
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.01%	Equity Europe Social/Environmental Climate Change	40
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,100
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.08%	Equity Europe	2,850
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.09%	Equity Europe Social/Environmental	478
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.01%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	98
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,279
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	0.83%	Equity United Kingdom Social/Environmental Climate Change	0
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.01%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI Europe UCITS ETF 1C	0.08%	Equity Europe	7,803
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0.26%	Equity World Technology Social/Environmental	872
State Street SPDR MSCI Europe UCITS ETF EUR	0.08%	Equity Europe	404
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.13%	Equity World Fundamental/Quality	61
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental	4,683
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	51
iShares MSCI Europe Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	0.82%	Equity Europe Dividend	3
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.12%	Equity World Low Volatility/Risk Weighted	11
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	0.83%	Equity United Kingdom Social/Environmental Climate Change	112
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.05%	Equity World	2,890

Performance

Returns overview

YTD	-22.36%
1 month	-5.04%
3 months	+2.17%
6 months	-21.43%
1 year	-30.91%
3 years	-2.08%
5 years	+27.75%
Since inception (MAX)	+79.07%
2025	-15.82%
2024	+9.09%
2023	+57.98%
2022	-13.06%

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).