M&G Plc

ISIN GB00BKFB1C65

WKN A2PSZW

Market cap (in EUR)

9,747 m

Country

United Kingdom

Sector

Finance

Dividend yield

5.92%

Overview

Quote

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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	9,747 m
EPS, EUR	-
P/B ratio	2.6
P/E ratio	27.6
Dividend yield	5.92%

Income statement (2025)

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

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Capital at risk

What ETF is M&G Plc in?

There are 303 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 iShares UK Dividend UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	1,176
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.27%	Equity United Kingdom	244
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.07%	Equity Europe	15,859
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,813
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	48
Xtrackers MSCI World Value UCITS ETF 1C	0.03%	Equity World Value	3,989
UBS Core MSCI Europe UCITS ETF EUR dis	0.08%	Equity Europe	1,648
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.01%	Equity World	12
State Street SPDR MSCI World Financials UCITS ETF USD	0.07%	Equity World Financials	345
Xtrackers MSCI World ex USA UCITS ETF 1C	0.04%	Equity World	7,044
Invesco MSCI World UCITS ETF Acc	0.01%	Equity World	9,342
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	31
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.33%	Equity United Kingdom	1,058
iShares MSCI UK UCITS ETF (Acc)	0.33%	Equity United Kingdom	138
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	2,090
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	481
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.13%	Equity Europe Social/Environmental	676
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.01%	Equity World	292
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
iShares MSCI All Country World UCITS ETF USD (Dist)	0.01%	Equity World	39
Amundi Global Gender Equality UCITS ETF Acc	0.85%	Equity World Social/Environmental Gender Equality	49
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	89
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.18%	Equity Europe Momentum	724
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.01%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	568
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.02%	Equity World	118
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.07%	Equity Europe	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.14%	Equity Europe Social/Environmental Climate Change	205
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.27%	Equity United Kingdom	2,279
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	846
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.16%	Equity Europe Social/Environmental Climate Change	61
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.28%	Equity Europe Equal Weighted	209
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.18%	Equity Europe	10
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.06%	Equity Europe	21,294
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.07%	Equity Europe Social/Environmental	1,764
Amundi MSCI Europe UCITS ETF Acc	0.08%	Equity Europe	610
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.06%	Equity Europe	13
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.02%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	109
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.27%	Equity United Kingdom	3,893
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.24%	Equity United Kingdom	396
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,685
Amundi Core MSCI World Swap UCITS ETF Dist	0.01%	Equity World	6,767
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,225
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	819
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.16%	Equity United Kingdom Multi-Factor Strategy	10
iShares MSCI Europe Mid Cap UCITS ETF	0.43%	Equity Europe Mid Cap	27
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.03%	Equity World Value	387
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.07%	Equity Europe	10,603
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	0.02%	Equity World Financials Social/Environmental	0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.08%	Equity Europe Social/Environmental	129
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	10,034
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.01%	Equity World	59
Amundi MSCI World Swap II UCITS ETF Acc	0.01%	Equity World	748
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.27%	Equity United Kingdom	19,362
Amundi Prime Europe UCITS ETF DR (D)	0.07%	Equity Europe	276
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	41
Invesco Europe Enhanced Equity UCITS ETF Acc	0.07%	Equity Europe Multi-Factor Strategy	300
Amundi MSCI Europe Action UCITS ETF Dist	0.02%	Equity Europe Social/Environmental Climate Change	2,182
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Low Volatility/Risk Weighted Climate Change	64
Amundi Core MSCI Europe UCITS ETF Acc	0.07%	Equity Europe	4,146
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	0.08%	Equity Europe Fundamental/Quality	1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	61
Amundi MSCI World Swap II UCITS ETF Dist	0.01%	Equity World	9,022
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	277
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	3,349
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	35
Amundi Core MSCI World Swap UCITS ETF Acc	0.01%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	14,360
Amundi MSCI Europe Momentum Factor UCITS ETF EUR (C)	0.18%	Equity Europe Momentum	131
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.04%	Equity World	4
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,948
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	2,967
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	3,154
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	276
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	65
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.27%	Equity United Kingdom	46
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.06%	Equity Europe	8
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	116
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,339
iShares FTSE All-World UCITS ETF USD (Dist)	0.01%	Equity World	1
iShares MSCI World Swap UCITS ETF USD (Acc)	0.01%	Equity World	2,174
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	954
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.11%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental Climate Change	27
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.01%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	20
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.06%	Equity Europe	130
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	1,163
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.33%	Equity United Kingdom	99
iShares Edge MSCI World Value Factor UCITS ETF	0.03%	Equity World Value	6,624
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	15,629
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.07%	Equity Europe	91
Amundi MSCI World Financials UCITS ETF EUR Acc	0.07%	Equity World Financials	133
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.02%	Equity World Financials Social/Environmental	156
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	10
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	0.27%	Equity United Kingdom	4
Amundi Core FTSE 100 Swap UCITS ETF Acc	0.27%	Equity United Kingdom	732
UBS Core MSCI Europe UCITS ETF USD acc	0.08%	Equity Europe	136
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.03%	Equity World Momentum	5,590
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.01%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.02%	Equity United Kingdom Social/Environmental Climate Change	5
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.01%	Equity World	1,613
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.01%	Equity World	490
Xtrackers MSCI World Swap UCITS ETF 1D	0.01%	Equity World	5,891
UBS Core MSCI Europe UCITS ETF hEUR acc	0.08%	Equity Europe	147
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	132,135
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.06%	Equity Europe	1,484
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	3
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	111
Amundi Core MSCI Europe UCITS ETF Dist	0.07%	Equity Europe	433
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	972
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	68
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.01%	Equity World	1,905
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	24,028
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	18,158
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI World Momentum UCITS ETF 1C	0.03%	Equity World Momentum	2,034
UBS Core MSCI Europe UCITS ETF hCHF acc	0.08%	Equity Europe	156
UBS MSCI World ex USA UCITS ETF USD dis	0.05%	Equity World	3
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.04%	Equity World	4
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.01%	Equity World	69
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	22
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.06%	Equity Europe	4,769
Xtrackers Stoxx Europe 600 II UCITS ETF 1D	0.06%	Equity Europe	5
Amundi MSCI World Ex USA UCITS ETF Dist	0.04%	Equity World	131
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	42
L&G UK Equity UCITS ETF GBP Acc	0.30%	Equity United Kingdom Social/Environmental	233
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	678
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	287
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.08%	Equity World Low Volatility/Risk Weighted Climate Change	55
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.28%	Equity Europe Financials	647
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	196
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.01%	Equity World	24
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.09%	Equity Europe Social/Environmental	177
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,125
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.16%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	2,100
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	673
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	11,624
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.01%	Equity World	2,209
iShares FTSE All-World UCITS ETF USD (Acc)	0.01%	Equity World	35
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.02%	Equity United Kingdom Social/Environmental Climate Change	24
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	646
Xtrackers FTSE 100 UCITS ETF 1C	0.27%	Equity United Kingdom	106
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	369
Amundi MSCI World Financials UCITS ETF USD Acc	0.07%	Equity World Financials	468
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.01%	Equity World	92
Robeco 3D European Equity UCITS ETF A EUR	0.05%	Equity Europe Social/Environmental	23
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.43%	Equity Europe Mid Cap	581
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.07%	Equity Europe Social/Environmental Climate Change	101
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.04%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.06%	Equity Europe	4,203
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	44
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	3,311
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,502
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	6,140
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.00%	Equity World	29
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.33%	Equity United Kingdom	579
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	139
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	8,288
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.04%	Equity World Social/Environmental Catholic principles	96
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.10%	Equity Europe Social/Environmental Climate Change	622
UBS MSCI United Kingdom UCITS ETF GBP acc	0.33%	Equity United Kingdom	2,164
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	18,576
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.28%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.27%	Equity United Kingdom	5,505
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	238
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	98
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.01%	Equity World	51
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.09%	Equity Europe Social/Environmental	723
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.33%	Equity United Kingdom	380
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,264
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.18%	Equity Europe Momentum	39
Xtrackers MSCI World Swap UCITS ETF 1C	0.01%	Equity World	5,446
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	601
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental Climate Change	6
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.01%	Equity World	1,651
iShares UK Dividend UCITS ETF	2.84%	Equity United Kingdom Dividend	1,525
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.01%	Equity World	2,534
Amundi Core FTSE 100 Swap UCITS ETF Dist	0.27%	Equity United Kingdom	51
Xtrackers MSCI World ex USA UCITS ETF 1D	0.04%	Equity World	254
UBS MSCI United Kingdom UCITS ETF GBP dis	0.33%	Equity United Kingdom	115
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.02%	Equity World	10
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	439
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.08%	Equity Europe Social/Environmental	84
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	352
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.01%	Equity World	89
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	138
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	227
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	6,569
Xtrackers MSCI Europe Value UCITS ETF 1C	0.08%	Equity Europe Value	344
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
CT QR Series European Equity Active UCITS ETF EUR Acc	0.08%	Equity Europe Fundamental/Quality	75
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,019
UBS MSCI ACWI SF UCITS ETF USD acc	0.01%	Equity World	4,020
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.07%	Equity Europe	120
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.01%	Equity World	43
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	18
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	89
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	393
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,361
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,628
iShares Ageing Population UCITS ETF	0.53%	Equity World Health Care Social/Environmental Ageing Population	773
Amundi UK Equity All Cap Index UCITS ETF Dist	0.25%	Equity United Kingdom	1,146
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	259
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,909
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.07%	Equity Europe	1,203
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.06%	Equity Europe	54
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.33%	Equity United Kingdom	18
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	132
Amundi MSCI World Swap UCITS ETF USD Acc	0.01%	Equity World	76
HSBC MSCI Europe UCITS ETF EUR	0.07%	Equity Europe	359
UBS FTSE 100 UCITS ETF GBP dis	0.27%	Equity United Kingdom	91
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.01%	Equity World	632
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	2
UBS MSCI World ex USA UCITS ETF hCHF acc	0.05%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.01%	Equity World	607
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	95
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	5
Amundi Prime Europe UCITS ETF DR (C)	0.07%	Equity Europe	295
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.08%	Equity Europe Social/Environmental Climate Change	22
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,449
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,833
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.01%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	55,033
Invesco MSCI World UCITS ETF Dist	0.01%	Equity World	-
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.01%	Equity World	514
Amundi Core Stoxx Europe 600 UCITS ETF Dist	0.06%	Equity Europe	2
HSBC Europe Screened Equity UCITS ETF EUR	0.03%	Equity Europe Social/Environmental Climate Change	19
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	2,283
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	1.47%	Equity Europe Financials	93
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.29%	Equity Europe Financials	795
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	246
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.01%	Equity World	72
Invesco MSCI Europe UCITS ETF	0.07%	Equity Europe	55
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,662
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.01%	Equity World	54
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.33%	Equity United Kingdom	49
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	212
iShares Edge MSCI Europe Value Factor UCITS ETF	0.08%	Equity Europe Value	2,516
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	64
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.16%	Equity Europe Social/Environmental Climate Change	2,375
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.08%	Equity Europe Social/Environmental	3,658
iShares MSCI All Country World UCITS ETF USD (Acc)	0.01%	Equity World	31,789
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.08%	Equity Europe Social/Environmental	4,856
Xtrackers FTSE 100 UCITS ETF Income 1D	0.27%	Equity United Kingdom	100
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.10%	Equity Europe Social/Environmental	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,793
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.07%	Equity Europe	312
HSBC FTSE 100 UCITS ETF GBP	0.27%	Equity United Kingdom	1,026
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,477
Invesco FTSE 100 UCITS ETF	0.27%	Equity United Kingdom	43
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,387
iShares Edge MSCI Europe Size Factor UCITS ETF	0.51%	Equity Europe Mid Cap	34
Xtrackers FTSE All-World UCITS ETF 1C	0.01%	Equity World	161
iShares UK Domestic Focus UCITS ETF GBP (Acc)	1.23%	Equity United Kingdom	6
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.04%	Equity World Social/Environmental	1
Xtrackers MSCI Europe Financials UCITS ETF 1C	0.29%	Equity Europe Financials	150
Xtrackers MSCI Europe UCITS ETF 1D	0.07%	Equity Europe	369
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.01%	Equity World	133
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	0.27%	Equity United Kingdom	37
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.24%	Equity United Kingdom	462
Amundi MSCI World Swap UCITS ETF EUR Dist	0.01%	Equity World	463
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.07%	Equity Europe	10
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	34
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,775
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	21,971
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.19%	Equity Europe Social/Environmental	2,303
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.17%	Equity Europe Social/Environmental Catholic principles	54
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	18
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.08%	Equity Europe Social/Environmental	34
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	546
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	139
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.01%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	2.16%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	1,471
UBS Core MSCI Europe UCITS ETF EUR acc	0.08%	Equity Europe	766
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	173
Invesco STOXX Europe 600 UCITS ETF	0.06%	Equity Europe	513
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	5,233
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.06%	Equity Europe	3,096
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.08%	Equity Europe Social/Environmental	478
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,273
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	97
Xtrackers MSCI Europe UCITS ETF 1C	0.07%	Equity Europe	7,678
Xtrackers MSCI World Financials UCITS ETF 1C	0.07%	Equity World Financials	1,305
State Street SPDR MSCI Europe UCITS ETF EUR	0.06%	Equity Europe	392
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.08%	Equity Europe Value	123
First Trust IPOX Europe Equity Opportunities UCITS ETF Acc	1.29%	Equity Europe IPO	1
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.04%	Equity World Social/Environmental	33
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.19%	Equity Europe Social/Environmental	5,053
Amundi MSCI World Swap UCITS ETF EUR Acc	0.01%	Equity World	6,847
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	476
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.04%	Equity World	3,265

Performance

Returns overview

YTD	+9.34%
1 month	-6.78%
3 months	-11.48%
6 months	+4.98%
1 year	+20.61%
3 years	+57.21%
5 years	+56.44%
Since inception (MAX)	+42.34%
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).