Shell Plc

ISIN GB00BP6MXD84

WKN A3C99G

Market cap (in EUR)

190,423 m

Country

United Kingdom

Sector

Energy

Dividend yield

2.73%

Overview

Quote

Description

Shell Plc engages in the business of producing oil and natural gas. It operates through the following segments: Integrated Gas, Upstream, Marketing, Chemicals and Products, Renewables and Energy Solutions, and Corporate. The Integrated Gas segment includes liquefied natural gas, and conversion of natural gas into gas-to-liquids fuels. The Upstream segment focuses on exploration and extraction of crude oil, natural gas, and natural gas liquids. The Marketing segment is involved in mobility, lubricants, and sectors and decarbonization businesses. The Chemicals and Products segment consists of chemicals manufacturing plants with marketing network and refineries, which turn crude oil and other feedstocks into a range of oil products. The Renewables and Energy Solutions segment provides renewable power generation, marketing, trading, and optimizing power and pipeline gas, as well as carbon credits and digitally enabled customer solutions. The Corporate segment covers non-operating activities supporting Shell such as holdings, treasury organization, self-insurance activities, and headquarters and central functions. The company was founded in February 1907 and is headquartered in London, the United Kingdom.

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Energy Integrated Oil and Gas Exploration and Production United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	190,423 m
EPS, EUR	2.80
P/B ratio	1.3
P/E ratio	12.2
Dividend yield	2.73%

Income statement (2025)

Revenue, EUR	228,221 m
Net income, EUR	15,819 m
Profit margin	6.93%

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Capital at risk

What ETF is Shell Plc in?

There are 280 ETFs which contain Shell Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Shell Plc is the State Street SPDR MSCI Europe Energy UCITS ETF EUR.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.22%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.29%	Equity World	1,007
Xtrackers Portfolio UCITS ETF 1C	0.28%	Equity World Multi-Asset Strategy	754
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	7.52%	Equity United Kingdom	198
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.82%	Equity Europe	15,526
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,404
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI World Value UCITS ETF 1C	0.96%	Equity World Value	4,328
UBS Core MSCI Europe UCITS ETF EUR dis	1.82%	Equity Europe	1,307
Xtrackers MSCI World ex USA UCITS ETF 1C	1.05%	Equity World	5,711
Amundi STOXX Europe 600 Energy Screened UCITS ETF Dist	27.84%	Equity Europe Energy Social/Environmental	40
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	28
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	6.96%	Equity United Kingdom	480
UBS MSCI United Kingdom UCITS ETF hUSD acc	7.98%	Equity United Kingdom	964
iShares MSCI UK UCITS ETF (Acc)	7.93%	Equity United Kingdom	129
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.10%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.29%	Equity World	1,854
UBS MSCI World ex USA UCITS ETF USD acc	1.04%	Equity World	155
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	1.10%	Equity Europe Multi-Factor Strategy	579
CT QR Series Global Equity Active UCITS ETF USD Dist	0.52%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	24
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Dist)	0.26%	Equity World	12
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.27%	Equity World Social/Environmental	92
iShares Edge MSCI Europe Momentum Factor UCITS ETF	2.97%	Equity Europe Momentum	771
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)	25.21%	Equity Europe Energy	534
iShares World Equity High Income UCITS ETF USD (Dist)	0.40%	Equity World Social/Environmental	406
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	7.49%	Equity United Kingdom	2,271
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.24%	Equity World	668
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	2.20%	Equity Europe Covered Call Alternative Investments	17
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.30%	Equity Europe Equal Weighted	205
Amundi Core Stoxx Europe 600 UCITS ETF Acc	1.71%	Equity Europe	19,795
Amundi MSCI Europe UCITS ETF Acc	1.82%	Equity Europe	607
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	1.65%	Equity Europe	21
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.37%	Equity World Multi-Factor Strategy	3
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.20%	Equity World Low Volatility/Risk Weighted	1,016
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.33%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	16
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	3.69%	Equity United Kingdom Social/Environmental Climate Change	45
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.67%	Equity World	28
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.28%	Equity World	94
iShares Core FTSE 100 UCITS ETF GBP (Acc)	7.52%	Equity United Kingdom	3,540
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.26%	Equity World	56
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	6.74%	Equity United Kingdom	378
Xtrackers MSCI World UCITS ETF 1D	0.28%	Equity World	4,884
iShares AEX UCITS ETF	14.24%	Equity Netherlands	763
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.39%	Equity World Social/Environmental	558
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	2.39%	Equity Europe Social/Environmental	121
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	2.28%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	1.78%	Equity Europe Low Volatility/Risk Weighted	860
UBS MSCI ACWI Universal UCITS ETF USD dis	0.24%	Equity World Social/Environmental	2,287
WisdomTree Megatrends UCITS ETF USD	0.35%	Equity World Social/Environmental Innovation	59
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.29%	Equity World	733
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.62%	Equity United Kingdom Multi-Factor Strategy	9
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.35%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.39%	Equity World Social/Environmental	71
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.97%	Equity World Value	400
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	230
iShares Core MSCI Europe UCITS ETF EUR (Dist)	1.83%	Equity Europe	10,634
iShares Edge MSCI Europe Quality Factor UCITS ETF	4.01%	Equity Europe Fundamental/Quality	740
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.61%	Equity World Dividend	8,596
iShares Core FTSE 100 UCITS ETF GBP (Dist)	7.52%	Equity United Kingdom	18,036
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	2.39%	Equity Europe Social/Environmental	2,780
Amundi Prime Europe UCITS ETF DR (D)	1.89%	Equity Europe	243
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	1.02%	Equity Europe Social/Environmental	96
Invesco Europe Enhanced Equity UCITS ETF Acc	1.90%	Equity Europe Multi-Factor Strategy	265
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	37
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.07%	Equity World Dividend	3
State Street SPDR MSCI Europe Energy UCITS ETF EUR	32.00%	Equity Europe Energy	652
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	0
Amundi Core MSCI Europe UCITS ETF Acc	1.82%	Equity Europe	4,115
Xtrackers Portfolio Income UCITS ETF 1D	0.10%	Equity World Multi-Asset Strategy	59
CT QR Series European Equity Active UCITS ETF EUR Dist	2.40%	Equity Europe Fundamental/Quality	-
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.21%	Equity World Low Volatility/Risk Weighted	2,238
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.25%	Equity World Social/Environmental	61
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	3.69%	Equity United Kingdom Social/Environmental Climate Change	10
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.21%	Equity World Multi-Asset Strategy	1,148
First Trust Global Equity Income UCITS ETF Acc	2.08%	Equity World Fundamental/Quality	58
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.10%	Equity Europe Social/Environmental	493
Amundi Prime Global UCITS ETF Acc	0.30%	Equity World	2,595
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	26
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.08%	Equity World Value	6
iShares AEX UCITS ETF EUR (Acc)	14.24%	Equity Netherlands	69
iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)	29.48%	Equity Europe Energy	237
HSBC MSCI World UCITS ETF USD	0.29%	Equity World	13,545
iShares MSCI World ex-USA UCITS ETF USD (Dist)	1.06%	Equity World	0
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	1.99%	Equity Europe Social/Environmental Climate Change	438
CT QR Series Global Equity Active UCITS ETF USD Acc	0.52%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.31%	Equity World Social/Environmental	1,421
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.61%	Equity World Dividend	2,444
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.24%	Equity World Social/Environmental	68
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	7.52%	Equity United Kingdom	55
UBS Core MSCI World UCITS ETF hGBP dis	0.29%	Equity World	105
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	6.96%	Equity United Kingdom	124
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.24%	Equity World Social/Environmental	1,436
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.21%	Equity World Multi-Asset Strategy	83
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.35%	Equity World Social/Environmental	219
UBS Core MSCI World UCITS ETF hEUR acc	0.29%	Equity World	821
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	0.29%	Equity World	19
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	1.07%	Equity World Value	188
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.05%	Equity World Social/Environmental	256
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	1.71%	Equity Europe	118
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.30%	Equity World	1,165
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	7.98%	Equity United Kingdom	94
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.25%	Equity World Social/Environmental	434
iShares Edge MSCI World Value Factor UCITS ETF	0.97%	Equity World Value	6,401
Amundi Core MSCI World UCITS ETF Acc	0.29%	Equity World	13,923
HSBC MSCI Europe UCITS ETF EUR (Acc)	1.85%	Equity Europe	101
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.39%	Equity World Social/Environmental	5,521
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.52%	Equity World Social/Environmental Climate Change	7
UBS Core MSCI Europe UCITS ETF USD acc	1.82%	Equity Europe	48
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.81%	Equity World Momentum	4,909
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	879
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.01%	Equity United Kingdom Social/Environmental Climate Change	15
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.28%	Equity World	460
UBS Core MSCI Europe UCITS ETF hEUR acc	1.82%	Equity Europe	133
Amundi STOXX Europe 600 Energy Screened UCITS ETF Acc	27.84%	Equity Europe Energy Social/Environmental	199
iShares Core MSCI World UCITS ETF USD (Acc)	0.30%	Equity World	123,285
Xtrackers Stoxx Europe 600 UCITS ETF 1D	1.65%	Equity Europe	1,151
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.52%	Equity World Social/Environmental Climate Change	5
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	155
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	97
Amundi Core MSCI Europe UCITS ETF Dist	1.82%	Equity Europe	455
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.29%	Equity World	775
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.29%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.35%	Equity World Social/Environmental	59
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.25%	Equity World	22,594
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.28%	Equity World	13,860
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.24%	Equity World Social/Environmental	419
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.26%	Equity World Multi-Factor Strategy	27
UBS Core MSCI Europe UCITS ETF hCHF acc	1.82%	Equity Europe	135
iShares MSCI World Energy Sector Advanced UCITS ETF USD (Dist)	6.48%	Equity World Energy Social/Environmental	147
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	67
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.92%	Equity World Social/Environmental Islamic Investing	109
Amundi S&P Global Energy Carbon Reduced UCITS ETF DR EUR (A)	3.06%	Equity World Energy Social/Environmental	222
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.33%	Equity World Multi-Factor Strategy	232
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.51%	Equity World	8
Vanguard FTSE Developed Europe UCITS ETF Distributing	1.78%	Equity Europe	4,520
Amundi MSCI World Ex USA UCITS ETF Dist	1.04%	Equity World	125
L&G UK Equity UCITS ETF GBP Acc	8.28%	Equity United Kingdom Social/Environmental	200
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.26%	Equity World	12
Amundi MSCI World Screened UCITS ETF Acc	0.32%	Equity World Social/Environmental	1,543
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.21%	Equity World Low Volatility/Risk Weighted	155
Amundi MSCI World Ex USA UCITS ETF Acc	1.04%	Equity World	655
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	111
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	3.60%	Equity World Dividend	8,025
UBS Core MSCI World UCITS ETF USD acc	0.29%	Equity World	9,348
iShares Core MSCI World UCITS ETF USD (Dist)	0.30%	Equity World	755
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.01%	Equity United Kingdom Social/Environmental Climate Change	28
iShares UK Foreign Focus UCITS ETF GBP (Acc)	8.72%	Equity United Kingdom	3
Xtrackers FTSE 100 UCITS ETF 1C	7.63%	Equity United Kingdom	99
Invesco RAFI All-World Fundamental Value UCITS ETF	0.84%	Equity World Value	234
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.77%	Equity World Social/Environmental Multi-Asset Strategy	158
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.35%	Equity World Social/Environmental	4
Franklin S&P World Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental Climate Change	12
Invesco Global Buyback Achievers UCITS ETF	5.84%	Equity World Buyback	136
Amundi S&P Global Energy Carbon Reduced UCITS ETF DR EUR (D)	3.06%	Equity World Energy Social/Environmental	14
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.26%	Equity World	25
iShares MSCI World Energy Sector UCITS ETF USD (Dist)	7.02%	Equity World Energy	1,048
Xtrackers STOXX Europe 600 UCITS ETF 1C	1.65%	Equity Europe	4,162
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.29%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.26%	Equity World	2,047
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.39%	Equity World Social/Environmental	28
UBS MSCI World UCITS ETF USD dis	0.29%	Equity World	1,459
Vanguard FTSE Developed World UCITS ETF Acc	0.28%	Equity World	5,595
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.39%	Equity World Social/Environmental	1,728
UBS MSCI United Kingdom UCITS ETF hEUR acc	7.98%	Equity United Kingdom	568
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.25%	Equity World Social/Environmental	523
State Street Global Screened Enhanced Equity Fund UCITS ETF	1.94%	Equity World Social/Environmental	3
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.25%	Equity World	6,030
UBS MSCI United Kingdom UCITS ETF GBP acc	7.98%	Equity United Kingdom	2,007
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.29%	Equity World	16,848
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	58
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	7.49%	Equity United Kingdom	5,152
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.25%	Equity World	143
Amundi MSCI Europe Screened UCITS ETF (Acc)	2.06%	Equity Europe Social/Environmental	608
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.13%	Equity World Multi-Factor Strategy	6
UBS MSCI United Kingdom UCITS ETF hCHF acc	7.98%	Equity United Kingdom	350
Vanguard FTSE Developed World UCITS ETF Distributing	0.28%	Equity World	4,039
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	2.97%	Equity Europe Momentum	40
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.24%	Equity World Social/Environmental	673
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	2.28%	Equity Europe Social/Environmental Climate Change	6
iShares UK Dividend UCITS ETF	3.22%	Equity United Kingdom Dividend	1,437
Xtrackers MSCI World ex USA UCITS ETF 1D	1.05%	Equity World	231
UBS MSCI United Kingdom UCITS ETF GBP dis	7.98%	Equity United Kingdom	119
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.28%	Equity World	419
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.29%	Equity World	320
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.29%	Equity World	159
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.27%	Equity World Social/Environmental	5,903
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	2.58%	Equity Europe	10
Invesco FTSE All-World UCITS ETF Acc	0.26%	Equity World	3,414
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	1.78%	Equity Europe Low Volatility/Risk Weighted	24
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	2.40%	Equity Europe Fundamental/Quality	-
iShares MSCI World Islamic UCITS ETF	1.09%	Equity World Islamic Investing	1,258
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.77%	Equity World Social/Environmental Multi-Asset Strategy	54
First Trust Global Equity Income UCITS ETF Dist	2.08%	Equity World Fundamental/Quality	51
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	2.26%	Equity Europe Social/Environmental Multi-Asset Strategy	551
HSBC MSCI World UCITS ETF CHF hedged	0.29%	Equity World	84
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.25%	Equity World Social/Environmental	17
iShares STOXX Europe 50 UCITS ETF	3.47%	Equity Europe	579
Amundi Core MSCI World UCITS ETF USD Dist	0.29%	Equity World	1,576
VanEck Morningstar Developed Markets ex-US Dividend Leaders UCITS ETF A	4.44%	Equity World Dividend	8
Amundi UK Equity All Cap UCITS ETF Dist	7.11%	Equity United Kingdom	971
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.24%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.28%	Equity World Social/Environmental	2,734
iShares MSCI Europe Energy Sector UCITS ETF EUR (Dist)	29.48%	Equity Europe Energy	34
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.83%	Equity Europe	1,230
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	1.71%	Equity Europe	56
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	1.10%	Equity Europe Multi-Factor Strategy	201
UBS MSCI United Kingdom UCITS ETF hEUR dis	7.98%	Equity United Kingdom	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.24%	Equity World Social/Environmental	114
HSBC MSCI Europe UCITS ETF EUR	1.85%	Equity Europe	348
UBS FTSE 100 UCITS ETF GBP dis	7.55%	Equity United Kingdom	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.39%	Equity World Social/Environmental	888
Amundi MSCI World Ex USA Screened UCITS ETF Acc	1.19%	Equity World Social/Environmental Climate Change	5
Amundi Prime Europe UCITS ETF DR (C)	1.89%	Equity Europe	220
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.21%	Equity World Low Volatility/Risk Weighted	57
iShares MSCI World UCITS ETF (Dist)	0.30%	Equity World	8,130
WisdomTree Global Value UCITS ETF USD (Acc)	0.59%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.30%	Equity World	1,772
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	1.93%	Equity Europe Social/Environmental	67
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.25%	Equity World	42,727
HSBC MSCI World UCITS ETF USD (Acc)	0.29%	Equity World	1,904
HSBC Europe Screened Equity UCITS ETF EUR	0.08%	Equity Europe Social/Environmental Climate Change	19
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.35%	Equity World Multi-Factor Strategy	210
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.28%	Equity World	51
UBS MSCI United Kingdom UCITS ETF hUSD dis	7.98%	Equity United Kingdom	13
Invesco Global Enhanced Equity UCITS ETF Acc	0.37%	Equity World Multi-Factor Strategy	676
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	4.52%	Equity Europe Value	32
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.27%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.29%	Equity World	57
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	62
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	1.61%	Equity Europe Social/Environmental	3,351
iShares MSCI ACWI UCITS ETF USD (Acc)	0.26%	Equity World	29,594
Xtrackers FTSE 100 UCITS ETF Income 1D	7.63%	Equity United Kingdom	97
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.47%	Equity World Multi-Factor Strategy	574
State Street Europe Screened Enhanced Equity Fund UCITS ETF	1.94%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.28%	Equity World	1,602
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.35%	Equity World Social/Environmental	27
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	1.84%	Equity Europe	288
HSBC FTSE 100 UCITS ETF GBP	7.61%	Equity United Kingdom	996
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.35%	Equity World Multi-Factor Strategy	1,292
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.29%	Equity World	5,333
Xtrackers FTSE All-World UCITS ETF 1C	0.24%	Equity World	35
Invesco FTSE All-World UCITS ETF Dist	0.26%	Equity World	257
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	100
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	2.20%	Equity Europe Covered Call Alternative Investments	64
Xtrackers MSCI Europe UCITS ETF 1D	1.84%	Equity Europe	272
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.07%	Equity World Dividend	125
Xtrackers MSCI World Energy UCITS ETF 1C	6.99%	Equity World Energy	1,549
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	6.74%	Equity United Kingdom	439
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.25%	Equity World Social/Environmental	105
Amundi Prime Global UCITS ETF Dist	0.30%	Equity World	1,561
First Trust Bloomberg Scarce Resources UCITS ETF Class A USD ACC	2.27%	Equity World	1
Xtrackers MSCI World UCITS ETF 1C	0.28%	Equity World	19,498
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.37%	Equity World Multi-Factor Strategy	8
iShares World Equity High Income UCITS ETF USD (Acc)	0.40%	Equity World Social/Environmental	16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.33%	Equity World Social/Environmental Multi-Asset Strategy	67
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.29%	Equity World	536
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	4.01%	Equity Europe Fundamental/Quality	30
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.77%	Equity World Social/Environmental Multi-Asset Strategy	1,831
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	2.62%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	1.82%	Equity Europe	346
Amundi Prime All Country World UCITS ETF Dist	0.26%	Equity World	4,411
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	1.78%	Equity Europe	2,956
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.26%	Equity World Multi-Factor Strategy	716
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.24%	Equity World Social/Environmental	1,303
Xtrackers MSCI Europe UCITS ETF 1C	1.84%	Equity Europe	7,980
State Street SPDR MSCI Europe UCITS ETF EUR	1.84%	Equity Europe	419
State Street SPDR MSCI World Energy UCITS ETF USD	7.03%	Equity World Energy	485
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.26%	Equity World	59
WisdomTree Battery Solutions UCITS ETF USD Acc	3.35%	Equity World Technology Social/Environmental Battery Technology	177
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.21%	Equity World Low Volatility/Risk Weighted	11
HSBC Developed World Screened Equity UCITS ETF USD	0.03%	Equity World Social/Environmental Climate Change	402
iShares MSCI World ex-USA UCITS ETF USD (Acc)	1.06%	Equity World	2,986

Performance

Returns overview

YTD	+17.31%
1 month	+2.14%
3 months	-0.99%
6 months	+17.39%
1 year	+22.15%
3 years	+37.18%
5 years	+123.86%
Since inception (MAX)	+47.62%
2025	+10.36%
2024	-5.22%
2023	+10.84%
2022	+44.47%

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).