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The Sage Group

ISIN GB00B8C3BL03

WKN A1WYYZ

Market cap (in EUR)

13,878 m

Country

United Kingdom

Sector

Technology

Dividend yield

1.69%

Overview

Quote

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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	13,878 m
EPS, EUR	-
P/B ratio	15.6
P/E ratio	35.6
Dividend yield	1.69%

Income statement (2024)

Revenue, EUR	2,728 m
Net income, EUR	378 m
Profit margin	13.85%

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What ETF is The Sage Group in?

There are 320 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 1C.

ETF	Weight	Investment focus	Fund size (in m EUR)
WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist	0.06%	Equity World Fundamental/Quality	415
iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc)	0.13%	Equity Europe	22
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	398
iShares MSCI UK IMI Leaders UCITS ETF GBP (Dist)	1.49%	Equity United Kingdom Social/Environmental	38
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.56%	Equity United Kingdom	194
iShares STOXX Europe Large 200 UCITS ETF (DE)	0.15%	Equity Europe Large Cap	109
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	11,502
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	444
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.05%	Equity World Fundamental/Quality	3,670
UBS Core MSCI Europe UCITS ETF EUR dis	0.13%	Equity Europe	495
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	20
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	2,770
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.44%	Equity World Low Volatility/Risk Weighted	245
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.67%	Equity World Low Volatility/Risk Weighted	238
JPMorgan UK Equity Core UCITS ETF GBP (acc)	0.54%	Equity United Kingdom	338
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.59%	Equity United Kingdom	207
iShares MSCI UK UCITS ETF (Acc)	0.60%	Equity United Kingdom	112
Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C 1C	0.17%	Equity Europe Social/Environmental	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	931
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.97%	Equity Europe Social/Environmental Climate Change	25
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.06%	Equity World Fundamental/Quality	6
UBS ETF (LU) MSCI World ex USA Index Fund UCITS ETF (USD) A-acc	0.08%	Equity World	-
SPDR STOXX Europe 600 SRI UCITS ETF	0.26%	Equity Europe Social/Environmental	353
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.13%	Equity Europe Multi-Factor Strategy	280
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	20
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.55%	Equity Europe Social/Environmental	64
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	43
Deka MSCI World Climate Change ESG UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	1,216
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing Shares	0.02%	Equity World Social/Environmental	441
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.08%	Equity Europe Social/Environmental Climate Change	47
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating Shares	0.55%	Equity United Kingdom	1,988
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.16%	Equity Europe Social/Environmental Climate Change	114
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.23%	Equity Europe Equal Weighted	252
Amundi Stoxx Europe 600 UCITS ETF Acc	0.13%	Equity Europe	12,238
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.15%	Equity Europe Social/Environmental	1,117
Amundi MSCI Europe II UCITS ETF Acc	0.13%	Equity Europe	739
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.13%	Equity Europe	9
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,673
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	2.55%	Equity United Kingdom Social/Environmental Climate Change	43
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	60
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.56%	Equity United Kingdom	2,790
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	11
SPDR FTSE UK All Share UCITS ETF	0.48%	Equity United Kingdom	121
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,087
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,416
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (D)	0.10%	Equity World Technology Social/Environmental	50
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	386
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.09%	Equity World Social/Environmental Climate Change	136
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.34%	Equity Europe Social/Environmental	109
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.17%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.37%	Equity Europe Low Volatility/Risk Weighted	1,014
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	1,958
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.06%	Equity World Fundamental/Quality	1,880
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	409
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.16%	Equity United Kingdom Multi-Factor Strategy	8
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	2
iShares MSCI Europe Mid Cap UCITS ETF	0.76%	Equity Europe Mid Cap	16
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.06%	Equity World Fundamental/Quality	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	278
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.13%	Equity Europe	8,949
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.38%	Equity Europe Fundamental/Quality	458
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.28%	Equity Europe Social/Environmental	962
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating Shares	0.17%	Equity Europe Social/Environmental	137
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	5,292
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.56%	Equity United Kingdom	14,274
BNP Paribas Easy Sustainable Europe UCITS ETF Acc	0.20%	Equity Europe Social/Environmental	6
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.34%	Equity Europe Social/Environmental	2,677
Amundi Prime Europe UCITS ETF DR (D)	0.13%	Equity Europe	94
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.14%	Equity Europe Social/Environmental	113
Amundi MSCI Europe Growth UCITS ETF Dist	0.29%	Equity Europe Growth	76
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	27
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.30%	Equity Europe Social/Environmental	1,339
Amundi MSCI Europe Action UCITS ETF Dist	0.21%	Equity Europe Social/Environmental Climate Change	702
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental Climate Change	265
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.17%	Equity Europe Social/Environmental Climate Change	6
Amundi Index ETF MSCI Europe UCITS ETF DR (C)	0.13%	Equity Europe	3,219
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	2.55%	Equity United Kingdom Social/Environmental Climate Change	15
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	0.12%	Equity Europe	716
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.06%	Equity World Low Volatility/Risk Weighted Climate Change	-
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.06%	Equity World Social/Environmental Climate Change	261
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	820
iShares STOXX Europe 600 UCITS ETF (DE)	0.12%	Equity Europe	7,867
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	10,771
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.29%	Equity Europe Growth	77
Invesco FTSE RAFI UK 100 UCITS ETF	0.16%	Equity United Kingdom Fundamental/Quality	10
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	650
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	1,084
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	230
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.97%	Equity Europe Social/Environmental Climate Change	511
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.06%	Equity World Fundamental/Quality	296
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	62
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.56%	Equity United Kingdom	28
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	69
Xtrackers MSCI UK ESG UCITS ETF 1D	1.24%	Equity United Kingdom Social/Environmental	523
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc	0.23%	Equity World Social/Environmental Climate Change	31
JPMorgan UK Equity Core UCITS ETF GBP (dist)	0.54%	Equity United Kingdom	82
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,197
iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR (Dist)	1.79%	Equity Europe Technology	184
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	1.00%	Equity United Kingdom Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	20
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental	1
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	126
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.08%	Equity Europe Social/Environmental Climate Change	25
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	262
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	520
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	208
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	8
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	917
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.59%	Equity United Kingdom	107
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	103
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.09%	Equity World Social/Environmental	94
Amundi MSCI World UCITS ETF Acc	0.02%	Equity World	8,682
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	47
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A)	0.10%	Equity World Technology Social/Environmental	359
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,710
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	6
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	20
Xtrackers MSCI Europe Information Technology Screened UCITS ETF 1C 1C	8.62%	Equity Europe Technology Social/Environmental	47
IndexIQ Factors Sustainable Europe Equity UCITS ETF	0.21%	Equity Europe Social/Environmental	152
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.80%	Equity United Kingdom Social/Environmental	13
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	446
UBS Core MSCI Europe UCITS ETF hEUR acc	0.13%	Equity Europe	74
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.01%	Equity Europe Social/Environmental Climate Change	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	94,580
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.13%	Equity Europe	760
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	2
iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc)	2.82%	Equity Europe Technology	287
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.22%	Equity World Dividend	193
Amundi Index MSCI Europe UCITS ETF DR EUR (D)	0.13%	Equity Europe	557
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	508
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing Shares	0.02%	Equity World	16,765
SPDR MSCI Europe Climate Paris Aligned UCITS ETF EUR Unhedged (Acc)	0.01%	Equity Europe Social/Environmental Climate Change	14
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.27%	Equity United Kingdom Social/Environmental	12
Deka MSCI Europe UCITS ETF	0.13%	Equity Europe	1,186
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.06%	Equity World Fundamental/Quality	664
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	3,952
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF SD Dist	0.97%	Equity Europe Social/Environmental Climate Change	1
UBS Core MSCI Europe UCITS ETF hCHF acc	0.13%	Equity Europe	70
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.13%	Equity Europe Social/Environmental Climate Change	7
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.11%	Equity World Multi-Factor Strategy	174
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.13%	Equity Europe	3,623
Amundi MSCI World Ex USA UCITS ETF Dist	0.08%	Equity World	55
L&G UK Equity UCITS ETF	0.58%	Equity United Kingdom Social/Environmental	159
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	882
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	117
Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc	0.18%	Equity Europe Social/Environmental	184
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	1.00%	Equity United Kingdom Social/Environmental	55
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating Shares	0.02%	Equity World Social/Environmental	571
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.16%	Equity Europe Social/Environmental Climate Change	22
Xtrackers MSCI World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	67
SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist)	2.14%	Equity United Kingdom Dividend	111
Amundi MSCI World Ex USA UCITS ETF Acc	0.08%	Equity World	394
Invesco S&P World Information Technology ESG UCITS ETF Acc	0.07%	Equity World Technology Social/Environmental	68
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	0.38%	Equity Europe Social/Environmental Climate Change	269
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	2,644
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental Climate Change	30
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	98
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.09%	Equity World Social/Environmental Climate Change	862
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental Climate Change	144
HSBC UK Screened Equity UCITS ETF GBP	0.80%	Equity United Kingdom Social/Environmental	25
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	401
Xtrackers FTSE 100 UCITS ETF 1C	0.57%	Equity United Kingdom	83
iShares Automation & Robotics UCITS ETF	1.43%	Equity World Technology Social/Environmental Robotics & Automation	2,810
Deka MSCI Europe MC UCITS ETF	0.76%	Equity Europe Mid Cap	33
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.30%	Equity Europe Social/Environmental	137
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	1
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	-
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	1
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.76%	Equity Europe Mid Cap	472
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF (Acc)	1.54%	Equity Europe Low Volatility/Risk Weighted	43
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF CHF Hedged (Acc)	0.44%	Equity World Low Volatility/Risk Weighted	182
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.13%	Equity Europe	3,048
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	229
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	4
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,253
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	3,947
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,538
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental Climate Change	1
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.02%	Equity World Multi-Factor Strategy	1,240
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.59%	Equity United Kingdom	287
SPDR MSCI Europe Technology UCITS ETF	2.66%	Equity Europe Technology	80
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	362
iShares MSCI Europe Quality Dividend Advanced UCITS ETF EUR (Dist)	1.36%	Equity Europe Dividend	1,080
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental Climate Change	27
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	2,579
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.09%	Equity World Social/Environmental Catholic principles	75
Amundi MSCI Europe ex Switzerland ESG Leaders UCITS ETF DR (C)	0.33%	Equity Europe Social/Environmental	495
UBS MSCI United Kingdom UCITS ETF GBP acc	0.59%	Equity United Kingdom	1,680
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.05%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.03%	Equity World	11,238
Invesco MSCI Europe Equal Weight UCITS ETF Dis	0.23%	Equity Europe Equal Weighted	142
Vanguard FTSE 100 UCITS ETF (GBP) Distributing Shares	0.55%	Equity United Kingdom	4,324
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	38
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.64%	Equity Europe Social/Environmental	207
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.59%	Equity United Kingdom	251
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.13%	Equity Europe Social/Environmental Climate Change	8
Deka MSCI World UCITS ETF Distribution	0.02%	Equity World	3,597
Fidelity Europe Quality Income UCITS ETF	0.81%	Equity Europe Dividend	1
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,194
iShares MSCI Europe SRI UCITS ETF (Acc)	0.55%	Equity Europe Social/Environmental	3,291
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	596
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.17%	Equity Europe Social/Environmental Climate Change	5
iShares MSCI World SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,334
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.55%	Equity Europe Social/Environmental	258
iShares Automation & Robotics UCITS ETF	1.43%	Equity World Technology Social/Environmental Robotics & Automation	176
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	119
UBS MSCI United Kingdom UCITS ETF GBP dis	0.59%	Equity United Kingdom	50
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.09%	Equity World Social/Environmental	50
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	248
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.15%	Equity Europe Social/Environmental	70
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	185
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	107
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	4,124
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	76
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	1,463
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	35
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.37%	Equity Europe Low Volatility/Risk Weighted	25
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	1.00%	Equity United Kingdom Social/Environmental	37
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	716
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	44
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	304
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	263
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	3,890
Amundi MSCI World UCITS ETF DR - USD (D)	0.02%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.02%	Equity World	1,453
Amundi UK Equity All Cap UCITS ETF Dist	0.52%	Equity United Kingdom	566
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	281
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.09%	Equity World Social/Environmental	432
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.44%	Equity World Low Volatility/Risk Weighted	476
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.09%	Equity World Social/Environmental Climate Change	5
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	1,050
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.13%	Equity Europe Multi-Factor Strategy	123
Amundi Stoxx Europe 600 UCITS ETF - EUR Hedged Dist	0.13%	Equity Europe	43
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.59%	Equity United Kingdom	3
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	102
HSBC MSCI Europe UCITS ETF EUR	0.13%	Equity Europe	279
UBS FTSE 100 UCITS ETF GBP dis	0.56%	Equity United Kingdom	84
SPDR MSCI World Technology UCITS ETF	0.09%	Equity World Technology	805
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	704
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	450
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.10%	Equity World Social/Environmental Climate Change	1
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.55%	Equity Europe Social/Environmental	23
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	89
Amundi Prime Europe UCITS ETF DR (C)	0.13%	Equity Europe	113
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.30%	Equity Europe Social/Environmental Climate Change	53
Fidelity Europe Quality Income UCITS ETF	0.81%	Equity Europe Dividend	19
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	6,983
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.57%	Equity Europe Social/Environmental	59
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.27%	Equity United Kingdom Social/Environmental	805
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental	6,591
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,229
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.19%	Equity Europe	22
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.28%	Equity Europe Social/Environmental	65
Vanguard FTSE All-World UCITS ETF (USD) Accumulating Shares	0.02%	Equity World	20,191
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental	29
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	934
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.07%	Equity World Social/Environmental Climate Change	98
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	98
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	3,932
AXA IM MSCI Europe Equity PAB UCITS ETF EUR Acc	0.01%	Equity Europe Social/Environmental Climate Change	112
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	47
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.59%	Equity United Kingdom	10
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.22%	Equity World Dividend	1,006
Invesco FTSE RAFI Europe UCITS ETF Dist	0.05%	Equity Europe Fundamental/Quality	13
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	2
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.16%	Equity Europe Social/Environmental Climate Change	2,046
BNP Paribas Easy MSCI Europe ESG Filtered Min TE UCITS ETF	0.17%	Equity Europe Social/Environmental	2,647
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	18,158
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental	3,721
Fidelity Europe Quality Income UCITS ETF	0.81%	Equity Europe Dividend	21
Xtrackers FTSE 100 UCITS ETF Income 1D	0.57%	Equity United Kingdom	79
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.57%	Equity Europe Social/Environmental	94
Xtrackers MSCI World Information Technology UCITS ETF 1C	0.09%	Equity World Technology	4,418
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	2
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.13%	Equity Europe	208
HSBC FTSE 100 UCITS ETF GBP	0.57%	Equity United Kingdom	660
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	587
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,362
iShares Edge MSCI Europe Size Factor UCITS ETF	0.46%	Equity Europe Mid Cap	24
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.04%	Equity World Islamic Investing	832
iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR (Acc)	1.79%	Equity Europe Technology	14
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.15%	Equity Europe Social/Environmental Climate Change	12
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	135
WisdomTree UK Quality Dividend Growth UCITS ETF GBP	2.03%	Equity United Kingdom Fundamental/Quality	11
Xtrackers MSCI Europe UCITS ETF 1D	0.13%	Equity Europe	109
SPDR FTSE UK All Share UCITS ETF	0.48%	Equity United Kingdom	427
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.22%	Equity Europe Social/Environmental Climate Change	45
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	14,476
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.20%	Equity Europe Social/Environmental	1,763
Invesco MSCI Europe ESG Leaders Catholic Principles UCITS ETF A	0.32%	Equity Europe Social/Environmental Catholic principles	27
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing Shares	0.17%	Equity Europe Social/Environmental	27
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	399
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	13
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.38%	Equity Europe Fundamental/Quality	27
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.16%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	1,225
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.01%	Equity Europe Social/Environmental Climate Change	32
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,193
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating Shares	0.13%	Equity Europe	1,574
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental	393
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental	14
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,093
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	69
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.02%	Equity World Multi-Factor Strategy	3
Xtrackers MSCI Europe UCITS ETF 1C	0.13%	Equity Europe	5,375
Amundi STOXX Europe 600 ESG II UCITS ETF Dist	0.15%	Equity Europe Social/Environmental	192
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0.46%	Equity World Technology Social/Environmental	959
SPDR MSCI Europe UCITS ETF	0.13%	Equity Europe	302
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	98
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.23%	Equity World Fundamental/Quality	106
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental	3,681
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF USD Hedged (Acc)	1.54%	Equity Europe Low Volatility/Risk Weighted	1
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	7
Deka MSCI Europe Climate Change ESG UCITS ETF	0.13%	Equity Europe Social/Environmental Climate Change	432
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.07%	Equity World Social/Environmental Climate Change	2
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.27%	Equity United Kingdom Social/Environmental	114
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.08%	Equity World	1,228

Performance

Returns overview

YTD	-2.24%
1 month	-0.86%
3 months	+7.19%
6 months	-4.74%
1 year	+20.78%
3 years	+89.10%
5 years	+86.32%
Since inception (MAX)	+167.86%
2024	+9.09%
2023	+57.98%
2022	-13.06%
2021	+45.62%

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).