M&G Plc

ISIN GB00BKFB1C65

WKN A2PSZW

Market cap (in EUR)

7,606 m

Country

United Kingdom

Sector

Finance

Dividend yield

7.33%

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Overview

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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	7,606 m
EPS, EUR	-
P/B ratio	2.0
P/E ratio	30.4
Dividend yield	7.33%

Income statement (2024)

Revenue, EUR	17,084 m
Net income, EUR	-425 m
Profit margin	-2.49%

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What ETF is M&G Plc in?

There are 249 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	9
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	664
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	664
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.26%	Equity United Kingdom	168
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.06%	Equity Europe	13,220
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	669
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	35
Xtrackers MSCI World Value UCITS ETF 1C	0.03%	Equity World Value	2,666
UBS Core MSCI Europe UCITS ETF EUR dis	0.06%	Equity Europe	754
SPDR MSCI World Financials UCITS ETF	0.05%	Equity World Financials	291
Xtrackers MSCI World ex USA UCITS ETF 1C	0.03%	Equity World	3,699
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.26%	Equity United Kingdom	811
iShares MSCI UK UCITS ETF (Acc)	0.27%	Equity United Kingdom	117
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,204
UBS MSCI World ex USA UCITS ETF USD acc	0.04%	Equity World	54
SPDR STOXX Europe 600 SRI UCITS ETF	0.13%	Equity Europe Social/Environmental	494
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	21
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
Amundi Global Gender Equality UCITS ETF Acc	0.67%	Equity World Social/Environmental Gender Equality	47
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	61
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	483
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental Climate Change	74
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.26%	Equity United Kingdom	2,335
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.00%	Equity World	328
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.09%	Equity Europe Social/Environmental Climate Change	67
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.24%	Equity Europe Equal Weighted	330
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.06%	Equity Europe	14,227
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.07%	Equity Europe Social/Environmental	1,376
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.07%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.06%	Equity Europe	739
Amundi MSCI World ESG Selection UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,673
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	64
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.26%	Equity United Kingdom	3,006
SPDR FTSE UK All Share UCITS ETF	0.23%	Equity United Kingdom	128
Xtrackers MSCI World ESG UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,832
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Climate Change	132
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	0.01%	Equity World Social/Environmental	1,893
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	582
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.12%	Equity United Kingdom Multi-Factor Strategy	9
iShares MSCI Europe Mid Cap UCITS ETF	0.36%	Equity Europe Mid Cap	22
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.04%	Equity World Value	168
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.06%	Equity Europe	10,012
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	1,145
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.12%	Equity Europe Social/Environmental	1,036
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.08%	Equity Europe Social/Environmental	145
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	6,226
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.26%	Equity United Kingdom	15,459
Amundi Prime Europe UCITS ETF DR (D)	0.07%	Equity Europe	147
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	29
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.14%	Equity Europe Social/Environmental	1,320
Amundi Core MSCI Europe UCITS ETF Acc	0.06%	Equity Europe	3,694
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	6
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	855
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	820
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,525
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.04%	Equity World Social/Environmental Climate Change	3,967
Invesco FTSE RAFI UK 100 UCITS ETF	0.83%	Equity United Kingdom Fundamental/Quality	15
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	941
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	1,345
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	202
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	51
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.26%	Equity United Kingdom	46
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,317
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.04%	Equity World Social/Environmental Climate Change	306
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	63
Xtrackers MSCI World Momentum ESG UCITS ETF	0.10%	Equity World Momentum	202
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental Climate Change	3
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	274
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.11%	Equity Europe Social/Environmental Climate Change	26
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.04%	Equity World Social/Environmental Climate Change	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.02%	Equity World Social/Environmental	285
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	1,566
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.02%	Equity World Social/Environmental	835
UBS MSCI World Selection UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	217
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	17
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.06%	Equity Europe	101
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	953
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.26%	Equity United Kingdom	89
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	114
iShares Edge MSCI World Value Factor UCITS ETF	0.04%	Equity World Value	3,825
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	8,682
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.06%	Equity Europe	68
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	538
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	6
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	640
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.02%	Equity United Kingdom Social/Environmental Climate Change	13
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.06%	Equity Europe	112
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	107,591
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.07%	Equity Europe	848
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	70
Amundi Core MSCI Europe UCITS ETF Dist	0.06%	Equity Europe	515
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	627
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	-
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	18,590
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental Climate Change	457
SPDR MSCI All Country World UCITS ETF (Acc)	0.00%	Equity World	6,620
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1
UBS Core MSCI Europe UCITS ETF hCHF acc	0.06%	Equity Europe	85
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	5
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.06%	Equity Europe	4,067
Amundi MSCI World Ex USA UCITS ETF Dist	0.03%	Equity World	55
L&G UK Equity UCITS ETF GBP Acc	0.28%	Equity United Kingdom Social/Environmental	174
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	937
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.26%	Equity Europe Financials	1,815
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	187
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.08%	Equity Europe Social/Environmental	158
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	700
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.09%	Equity Europe Social/Environmental Climate Change	20
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	-
Amundi MSCI World Ex USA UCITS ETF Acc	0.03%	Equity World	394
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	86
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	4,695
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental Climate Change	431
HSBC UK Screened Equity UCITS ETF GBP	0.02%	Equity United Kingdom Social/Environmental Climate Change	30
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	397
Xtrackers FTSE 100 UCITS ETF 1C	0.26%	Equity United Kingdom	90
Invesco FTSE RAFI All World 3000 UCITS ETF	0.03%	Equity World Fundamental/Quality	126
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.14%	Equity Europe Social/Environmental	44
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.36%	Equity Europe Mid Cap	515
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.06%	Equity Europe Social/Environmental Climate Change	217
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.07%	Equity Europe	3,336
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	485
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,333
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,695
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.26%	Equity United Kingdom	513
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	456
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.00%	Equity World Social/Environmental Climate Change	37
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	3,858
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental Climate Change	29
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.03%	Equity World Social/Environmental Catholic principles	80
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.14%	Equity Europe Social/Environmental	557
UBS MSCI United Kingdom UCITS ETF GBP acc	0.26%	Equity United Kingdom	1,983
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.00%	Equity World	13,189
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.24%	Equity Europe Equal Weighted	155
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.26%	Equity United Kingdom	4,580
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	66
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.28%	Equity Europe Social/Environmental	207
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.07%	Equity Europe Social/Environmental	370
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.26%	Equity United Kingdom	281
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,506
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	570
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	636
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental Climate Change	6
iShares UK Dividend UCITS ETF	2.63%	Equity United Kingdom Dividend	1,224
Xtrackers MSCI World ex USA UCITS ETF 1D	0.03%	Equity World	170
UBS MSCI United Kingdom UCITS ETF GBP dis	0.26%	Equity United Kingdom	56
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.06%	Equity Europe Social/Environmental	75
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.00%	Equity World	239
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	118
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	4,731
Global X European SuperDividend UCITS ETF EUR Dist	2.98%	Equity Europe Dividend	10
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.03%	Equity World Social/Environmental Climate Change	30
Xtrackers MSCI Europe Value UCITS ETF 1C	0.06%	Equity Europe Value	129
UBS MSCI World Selection UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	29
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	819
Global X SuperDividend UCITS ETF Dist	1.14%	Equity World Dividend	510
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	48
Xtrackers MSCI World ESG UCITS ETF 1D	0.02%	Equity World Social/Environmental	294
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	319
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,414
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	820
iShares Ageing Population UCITS ETF	0.50%	Equity World Health Care Social/Environmental Ageing Population	536
Amundi UK Equity All Cap UCITS ETF Dist	0.23%	Equity United Kingdom	692
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	311
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental Climate Change	652
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	5
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.06%	Equity Europe	1,309
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.06%	Equity Europe	43
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.26%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	105
HSBC MSCI Europe UCITS ETF EUR	0.06%	Equity Europe	311
UBS FTSE 100 UCITS ETF GBP dis	0.26%	Equity United Kingdom	87
UBS MSCI World Selection UCITS ETF USD acc	0.02%	Equity World Social/Environmental	706
Amundi Prime Europe UCITS ETF DR (C)	0.07%	Equity Europe	144
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.34%	Equity Europe Social/Environmental Climate Change	35
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.03%	Equity World Social/Environmental Climate Change	345
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,468
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.26%	Equity Europe Social/Environmental Climate Change	60
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,456
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.12%	Equity Europe Social/Environmental	67
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	25,806
HSBC Europe Screened Equity UCITS ETF EUR	0.03%	Equity Europe Social/Environmental Climate Change	25
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,280
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	1.44%	Equity Europe Financials	76
SPDR MSCI Europe Financials UCITS ETF	0.26%	Equity Europe Financials	666
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,477
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.26%	Equity United Kingdom	11
Invesco FTSE RAFI Europe UCITS ETF Dist	0.07%	Equity Europe Fundamental/Quality	23
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
Global X SuperDividend® UCITS ETF USD Accumulating	1.14%	Equity World Dividend	1
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	3
iShares Edge MSCI Europe Value Factor UCITS ETF	0.06%	Equity Europe Value	2,067
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	49
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.09%	Equity Europe Social/Environmental Climate Change	2,256
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	20,831
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.06%	Equity Europe Social/Environmental	4,486
Xtrackers FTSE 100 UCITS ETF Income 1D	0.26%	Equity United Kingdom	86
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental Climate Change	154
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.26%	Equity Europe Social/Environmental Climate Change	4
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	938
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.06%	Equity Europe	252
HSBC FTSE 100 UCITS ETF GBP	0.26%	Equity United Kingdom	740
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,662
iShares Edge MSCI Europe Size Factor UCITS ETF	0.50%	Equity Europe Mid Cap	30
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.13%	Equity Europe Social/Environmental Climate Change	12
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84
Xtrackers MSCI Europe UCITS ETF 1D	0.06%	Equity Europe	124
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental Climate Change	207
SPDR FTSE UK All Share UCITS ETF	0.23%	Equity United Kingdom	413
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,339
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.05%	Equity Europe Social/Environmental	1,659
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.14%	Equity Europe Social/Environmental Catholic principles	26
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.08%	Equity Europe Social/Environmental	30
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	463
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	15
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
First Trust United Kingdom AlphaDEX UCITS ETF Dist	2.12%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	0.06%	Equity Europe	66
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.03%	Equity World Social/Environmental Catholic principles	148
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	2,193
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.06%	Equity Europe	1,933
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.06%	Equity Europe Social/Environmental	462
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	77
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,176
Xtrackers MSCI Europe UCITS ETF 1C	0.06%	Equity Europe	6,636
Xtrackers MSCI World Financials UCITS ETF 1C	0.06%	Equity World Financials	2,431
SPDR MSCI Europe UCITS ETF	0.05%	Equity Europe	368
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.06%	Equity Europe Value	69
First Trust IPOX Europe Equity Opportunities UCITS ETF Acc	0.39%	Equity Europe IPO	2
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental Climate Change	222
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.05%	Equity Europe Social/Environmental	4,097
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	261
Global X UK SuperDividend UCITS ETF GBP Dist	4.04%	Equity United Kingdom Dividend	2
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.04%	Equity World	1,079

Performance

Returns overview

YTD	+41.12%
1 month	+1.83%
3 months	+6.92%
6 months	+14.40%
1 year	+34.95%
3 years	+51.09%
5 years	+40.40%
Since inception (MAX)	+25.23%
2024	-12.83%
2023	+17.10%
2022	-4.93%
2021	-0.49%

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).