M&G Plc

ISIN GB00BKFB1C65

WKN A2PSZW

Market cap (in EUR)

8,792 m

Country

United Kingdom

Sector

Finance

Dividend yield

6.50%

Overview

Quote

Description

M&G Plc engages in the provision of savings and investments services. It operates through the following business segments: Asset Management, Life, Wealth, and Corporate Centre. The Asset Management segment investment management offers both wholesale and institutional clients. The Life segment business operates in the savings and pensions market and includes corporate risk, individual, and international solutions. The Wealth segment provides access to a range of retirement, savings, and investment management solutions to its clients. The Corporate Centre segment deals with central corporate costs and debt costs. The company was founded in 2017 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	8,792 m
EPS, EUR	-
P/B ratio	2.4
P/E ratio	25.1
Dividend yield	6.50%

Income statement (2025)

Revenue, EUR	25,342 m
Net income, EUR	353 m
Profit margin	1.39%

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What ETF is M&G Plc in?

There are 272 ETFs which contain M&G Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of M&G Plc is the Global X UK SuperDividend UCITS ETF GBP 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	0.01%	Equity World	990
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	745
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.24%	Equity United Kingdom	195
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.06%	Equity Europe	15,247
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,266
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	45
Xtrackers MSCI World Value UCITS ETF 1C	0.03%	Equity World Value	4,570
UBS Core MSCI Europe UCITS ETF EUR dis	0.06%	Equity Europe	1,262
State Street SPDR MSCI World Financials UCITS ETF USD	0.05%	Equity World Financials	253
Xtrackers MSCI World ex USA UCITS ETF 1C	0.04%	Equity World	5,609
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.27%	Equity United Kingdom	512
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	0.27%	Equity United Kingdom	129
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,859
UBS MSCI World ex USA UCITS ETF USD acc	0.03%	Equity World	135
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.12%	Equity Europe Social/Environmental	483
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	24
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	6
Amundi Global Gender Equality UCITS ETF Acc	0.76%	Equity World Social/Environmental Gender Equality	35
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	90
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.11%	Equity Europe Momentum	789
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	548
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental Climate Change	173
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.23%	Equity United Kingdom	2,409
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.00%	Equity World	620
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.06%	Equity Europe Social/Environmental Climate Change	61
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.24%	Equity Europe Equal Weighted	200
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.05%	Equity Europe	19,189
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.07%	Equity Europe Social/Environmental	1,734
Amundi MSCI Europe UCITS ETF Acc	0.07%	Equity Europe	598
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.06%	Equity Europe	12
Amundi MSCI World ESG Selection UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,788
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	92
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.24%	Equity United Kingdom	3,571
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.22%	Equity United Kingdom	375
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,988
Xtrackers MSCI World ESG UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,233
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental Climate Change	138
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.11%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,309
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	730
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.70%	Equity United Kingdom Multi-Factor Strategy	10
iShares MSCI Europe Mid Cap UCITS ETF	0.36%	Equity Europe Mid Cap	24
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.03%	Equity World Value	395
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	226
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.06%	Equity Europe	10,460
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	1,284
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.13%	Equity Europe Social/Environmental	1,048
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.08%	Equity Europe Social/Environmental	119
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	8,323
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.24%	Equity United Kingdom	18,130
Amundi Prime Europe UCITS ETF DR (D)	0.07%	Equity Europe	242
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	36
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.14%	Equity Europe Social/Environmental	1,091
Amundi Core MSCI Europe UCITS ETF Acc	0.06%	Equity Europe	4,112
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	7
CT QR Series European Equity Active UCITS ETF EUR Dist	0.09%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,116
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	146
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	2,005
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	27
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,384
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.05%	Equity World Social/Environmental Climate Change	4,132
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,310
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	2,294
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	250
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	51
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.24%	Equity United Kingdom	55
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	105
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,468
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.04%	Equity World Social/Environmental Climate Change	339
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	81
Xtrackers MSCI World Momentum ESG UCITS ETF	0.11%	Equity World Momentum	257
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	808
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.10%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.11%	Equity Europe Social/Environmental Climate Change	28
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.04%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.02%	Equity World Social/Environmental	312
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	1,750
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.02%	Equity World Social/Environmental	1,061
UBS MSCI World Selection UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	292
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
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.05%	Equity Europe	124
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	1,147
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.27%	Equity United Kingdom	97
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	462
iShares Edge MSCI World Value Factor UCITS ETF	0.03%	Equity World Value	6,603
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	13,694
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.06%	Equity Europe	101
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.02%	Equity World Financials Social/Environmental	118
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	7
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.03%	Equity World Momentum	4,529
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	850
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.02%	Equity United Kingdom Social/Environmental Climate Change	15
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	469
UBS Core MSCI Europe UCITS ETF hEUR acc	0.06%	Equity Europe	133
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	122,633
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.06%	Equity Europe	1,123
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	5
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	96
Amundi Core MSCI Europe UCITS ETF Dist	0.06%	Equity Europe	543
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	772
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	64
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	22,224
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental Climate Change	503
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	12,755
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI World Momentum UCITS ETF 1C	0.03%	Equity World Momentum	1,901
UBS Core MSCI Europe UCITS ETF hCHF acc	0.06%	Equity Europe	130
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	9
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.06%	Equity Europe	4,501
Amundi MSCI World Ex USA UCITS ETF Dist	0.03%	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	0.28%	Equity United Kingdom Social/Environmental	200
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	261
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	784
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.27%	Equity Europe Financials	1,441
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	192
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.08%	Equity Europe Social/Environmental	193
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	947
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.06%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	1,528
Amundi MSCI World Ex USA UCITS ETF Acc	0.03%	Equity World	638
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	109
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	9,181
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental Climate Change	290
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.02%	Equity United Kingdom Social/Environmental Climate Change	27
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	737
Xtrackers FTSE 100 UCITS ETF 1C	0.24%	Equity United Kingdom	100
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	219
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.14%	Equity Europe Social/Environmental	31
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.36%	Equity Europe Mid Cap	522
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.06%	Equity Europe Social/Environmental Climate Change	92
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.06%	Equity Europe	4,048
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	1,874
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,458
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,423
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.27%	Equity United Kingdom	406
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	512
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	119
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.12%	Equity World Social/Environmental	3
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,503
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental Climate Change	49
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.03%	Equity World Social/Environmental Catholic principles	106
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.03%	Equity Europe Social/Environmental Climate Change	575
UBS MSCI United Kingdom UCITS ETF GBP acc	0.27%	Equity United Kingdom	2,200
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	90
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	16,466
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.24%	Equity Europe Equal Weighted	57
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.23%	Equity United Kingdom	5,209
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	115
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.33%	Equity Europe Social/Environmental	210
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.07%	Equity Europe Social/Environmental	593
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.27%	Equity United Kingdom	257
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,998
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.11%	Equity Europe Momentum	49
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	691
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	689
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental Climate Change	6
iShares UK Dividend UCITS ETF	2.39%	Equity United Kingdom Dividend	1,426
Xtrackers MSCI World ex USA UCITS ETF 1D	0.04%	Equity World	225
UBS MSCI United Kingdom UCITS ETF GBP dis	0.27%	Equity United Kingdom	122
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	403
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.07%	Equity Europe Social/Environmental	82
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	298
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	131
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	146
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,868
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.04%	Equity World Social/Environmental Climate Change	44
Xtrackers MSCI Europe Value UCITS ETF 1C	0.07%	Equity Europe Value	273
UBS MSCI World Selection UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	43
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	0.09%	Equity Europe Fundamental/Quality	-
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,151
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	88
Xtrackers MSCI World ESG UCITS ETF 1D	0.02%	Equity World Social/Environmental	22
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	394
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,141
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,555
iShares Ageing Population UCITS ETF	0.52%	Equity World Health Care Social/Environmental Ageing Population	677
Amundi UK Equity All Cap UCITS ETF Dist	0.25%	Equity United Kingdom	930
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	285
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental Climate Change	803
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,659
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental Climate Change	9
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.06%	Equity Europe	1,291
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.05%	Equity Europe	53
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.27%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	113
HSBC MSCI Europe UCITS ETF EUR	0.06%	Equity Europe	340
UBS FTSE 100 UCITS ETF GBP dis	0.24%	Equity United Kingdom	88
UBS MSCI World Selection UCITS ETF USD acc	0.02%	Equity World Social/Environmental	697
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.07%	Equity Europe	211
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.12%	Equity Europe Social/Environmental Climate Change	16
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.04%	Equity World Social/Environmental Climate Change	443
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,104
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.28%	Equity Europe Social/Environmental Climate Change	58
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,771
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.13%	Equity Europe Social/Environmental	56
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	40,474
HSBC EUROPE SCREENED EQUITY UCITS ETF EUR	0.03%	Equity Europe Social/Environmental Climate Change	23
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,872
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	1.43%	Equity Europe Financials	96
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.27%	Equity Europe Financials	723
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	205
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,244
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	50
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.27%	Equity United Kingdom	12
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.15%	Equity Europe Value	33
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	54
iShares Edge MSCI Europe Value Factor UCITS ETF	0.06%	Equity Europe Value	2,637
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	65
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.06%	Equity Europe Social/Environmental Climate Change	2,342
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.07%	Equity Europe Social/Environmental	3,306
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	28,568
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.07%	Equity Europe Social/Environmental	4,798
Xtrackers FTSE 100 UCITS ETF Income 1D	0.24%	Equity United Kingdom	97
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental Climate Change	395
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.28%	Equity Europe Social/Environmental Climate Change	3
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.12%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	1,562
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.06%	Equity Europe	277
HSBC FTSE 100 UCITS ETF GBP	0.24%	Equity United Kingdom	998
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,222
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,246
iShares Edge MSCI Europe Size Factor UCITS ETF	0.45%	Equity Europe Mid Cap	33
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.08%	Equity Europe Social/Environmental Climate Change	17
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	98
Xtrackers MSCI Europe UCITS ETF 1D	0.06%	Equity Europe	129
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental Climate Change	211
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.22%	Equity United Kingdom	445
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	107
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	1,561
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	19,181
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.12%	Equity Europe Social/Environmental	2,315
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.15%	Equity Europe Social/Environmental Catholic principles	33
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.08%	Equity Europe Social/Environmental	36
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	539
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.70%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	969
UBS Core MSCI Europe UCITS ETF EUR acc	0.06%	Equity Europe	312
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	169
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,304
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.06%	Equity Europe	2,844
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.07%	Equity Europe Social/Environmental	481
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,295
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	99
Xtrackers MSCI Europe UCITS ETF 1C	0.06%	Equity Europe	7,791
Xtrackers MSCI World Financials UCITS ETF 1C	0.06%	Equity World Financials	745
State Street SPDR MSCI Europe UCITS ETF EUR	0.06%	Equity Europe	403
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.06%	Equity Europe Value	109
First Trust IPOX Europe Equity Opportunities UCITS ETF Acc	0.71%	Equity Europe IPO	1
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental Climate Change	337
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.12%	Equity Europe Social/Environmental	4,662
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	389
Global X UK SuperDividend UCITS ETF GBP Dist	3.33%	Equity United Kingdom Dividend	3
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.03%	Equity World	2,896

Performance

Returns overview

YTD	+8.30%
1 month	+3.30%
3 months	+2.62%
6 months	+14.23%
1 year	+30.42%
3 years	+51.21%
5 years	+25.70%
Since inception (MAX)	+40.99%
2025	+46.70%
2024	-12.83%
2023	+17.10%
2022	-4.93%

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).