Shell Plc

ISIN GB00BP6MXD84

WKN A3C99G

Market cap (in EUR)

182,259 m

Country

United Kingdom

Sector

Energy

Dividend yield

3.87%

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Overview

Quote

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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	182,259 m
EPS, EUR	2.22
P/B ratio	1.2
P/E ratio	14.9
Dividend yield	3.87%

Income statement (2024)

Revenue, EUR	253,127 m
Net income, EUR	14,881 m
Profit margin	5.88%

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What ETF is Shell Plc in?

There are 249 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 SPDR MSCI Europe Energy UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.20%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.26%	Equity World	657
Xtrackers Portfolio UCITS ETF 1C	0.28%	Equity World Multi-Asset Strategy	664
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	7.09%	Equity United Kingdom	169
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.71%	Equity Europe	13,208
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	668
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	35
Xtrackers MSCI World Value UCITS ETF 1C	1.10%	Equity World Value	2,666
UBS Core MSCI Europe UCITS ETF EUR dis	1.70%	Equity Europe	753
Xtrackers MSCI World ex USA UCITS ETF 1C	0.96%	Equity World	3,670
Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist	30.47%	Equity Europe Energy Social/Environmental	41
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	15
JPMorgan UK Equity Core UCITS ETF GBP (acc)	6.46%	Equity United Kingdom	379
UBS MSCI United Kingdom UCITS ETF hUSD acc	7.45%	Equity United Kingdom	815
iShares MSCI UK UCITS ETF (Acc)	7.52%	Equity United Kingdom	117
UBS Core MSCI World UCITS ETF USD dis	0.26%	Equity World	1,205
UBS MSCI World ex USA UCITS ETF USD acc	0.98%	Equity World	54
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	1.03%	Equity Europe Multi-Factor Strategy	562
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	21
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.25%	Equity World	0
HSBC MSCI Europe Islamic Screened UCITS ETF EUR (Acc)	3.20%	Equity Europe Social/Environmental Islamic Investing	69
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.26%	Equity World Social/Environmental	61
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)	29.84%	Equity Europe Energy	442
iShares World Equity High Income UCITS ETF USD (Dist)	0.36%	Equity World Social/Environmental	144
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	7.00%	Equity United Kingdom	2,327
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.24%	Equity World	328
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.27%	Equity Europe Equal Weighted	330
Amundi Core Stoxx Europe 600 UCITS ETF Acc	1.60%	Equity Europe	14,213
Amundi MSCI Europe UCITS ETF Acc	1.69%	Equity Europe	739
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	1.54%	Equity Europe	11
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.16%	Equity World Low Volatility/Risk Weighted	690
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	14
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	3.59%	Equity United Kingdom Social/Environmental Climate Change	54
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.25%	Equity World	65
iShares Core FTSE 100 UCITS ETF GBP (Acc)	7.09%	Equity United Kingdom	2,986
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.16%	Equity World Covered Call Alternative Investments	71
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.24%	Equity World	29
SPDR FTSE UK All Share UCITS ETF	6.19%	Equity United Kingdom	127
Xtrackers MSCI World UCITS ETF 1D	0.25%	Equity World	4,444
iShares AEX UCITS ETF	15.13%	Equity Netherlands	632
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.40%	Equity World Social/Environmental	426
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	2.52%	Equity Europe Social/Environmental	126
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	1.48%	Equity Europe Low Volatility/Risk Weighted	769
UBS MSCI ACWI Universal UCITS ETF USD dis	0.18%	Equity World Social/Environmental	1,894
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.28%	Equity World	582
WisdomTree Megatrends UCITS ETF USD	0.12%	Equity World Social/Environmental Innovation	29
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.85%	Equity United Kingdom Multi-Factor Strategy	9
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.37%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.40%	Equity World Social/Environmental	320
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	1.13%	Equity World Value	168
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	187
iShares Core MSCI Europe UCITS ETF EUR (Dist)	1.71%	Equity Europe	10,003
iShares Edge MSCI Europe Quality Factor UCITS ETF	3.69%	Equity Europe Fundamental/Quality	550
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.59%	Equity World Dividend	6,188
iShares Core FTSE 100 UCITS ETF GBP (Dist)	7.09%	Equity United Kingdom	15,422
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	2.52%	Equity Europe Social/Environmental	2,730
Amundi Prime Europe UCITS ETF DR (D)	1.78%	Equity Europe	146
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.93%	Equity Europe Social/Environmental	126
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
SPDR MSCI Europe Energy UCITS ETF	34.07%	Equity Europe Energy	701
Amundi Core MSCI Europe UCITS ETF Acc	1.70%	Equity Europe	3,673
Xtrackers Portfolio Income UCITS ETF 1D	0.10%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.17%	Equity World Low Volatility/Risk Weighted	2,246
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	3.59%	Equity United Kingdom Social/Environmental Climate Change	11
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.21%	Equity World Multi-Asset Strategy	856
First Trust Global Equity Income UCITS ETF Acc	2.08%	Equity World Fundamental/Quality	6
Amundi Prime Global UCITS ETF Acc	0.28%	Equity World	820
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	20
iShares AEX UCITS ETF EUR (Acc)	15.13%	Equity Netherlands	55
iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)	31.60%	Equity Europe Energy	157
HSBC MSCI World UCITS ETF USD	0.28%	Equity World	12,525
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	1.61%	Equity Europe Social/Environmental Climate Change	814
Invesco FTSE RAFI UK 100 UCITS ETF	10.26%	Equity United Kingdom Fundamental/Quality	15
L&G Global Equity UCITS ETF	0.28%	Equity World Social/Environmental	942
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.59%	Equity World Dividend	1,336
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.18%	Equity World Social/Environmental	50
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	7.09%	Equity United Kingdom	46
UBS Core MSCI World UCITS ETF hGBP dis	0.26%	Equity World	90
JPMorgan UK Equity Core UCITS ETF GBP (dist)	6.46%	Equity United Kingdom	83
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.18%	Equity World Social/Environmental	1,313
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.21%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.37%	Equity World Social/Environmental	174
UBS Core MSCI World UCITS ETF hEUR acc	0.26%	Equity World	274
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.07%	Equity Europe Social/Environmental Climate Change	3
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	0.27%	Equity World	17
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	1.08%	Equity World Value	93
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity World Social/Environmental	195
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	1.60%	Equity Europe	102
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.27%	Equity World	950
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	7.45%	Equity United Kingdom	89
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	114
iShares Edge MSCI World Value Factor UCITS ETF	1.13%	Equity World Value	3,824
Amundi Core MSCI World UCITS ETF Acc	0.27%	Equity World	8,682
HSBC MSCI Europe UCITS ETF EUR (Acc)	1.70%	Equity Europe	68
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.40%	Equity World Social/Environmental	5,187
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.49%	Equity World Social/Environmental Climate Change	6
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	640
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.01%	Equity United Kingdom Social/Environmental Climate Change	13
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.25%	Equity World	552
UBS Core MSCI Europe UCITS ETF hEUR acc	1.70%	Equity Europe	113
Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Acc	30.47%	Equity Europe Energy Social/Environmental	120
iShares Core MSCI World UCITS ETF USD (Acc)	0.27%	Equity World	107,635
Xtrackers Stoxx Europe 600 UCITS ETF 1D	1.54%	Equity Europe	847
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.49%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	70
Amundi Core MSCI Europe UCITS ETF Dist	1.70%	Equity Europe	514
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.28%	Equity World	624
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.27%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.37%	Equity World Social/Environmental	62
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.24%	Equity World	18,594
SPDR MSCI All Country World UCITS ETF (Acc)	0.25%	Equity World	6,591
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.21%	Equity World	107
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Multi-Factor Strategy	74
UBS Core MSCI Europe UCITS ETF hCHF acc	1.70%	Equity Europe	84
iShares MSCI World Energy Sector Advanced UCITS ETF USD (Dist)	5.88%	Equity World Energy Social/Environmental	66
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.66%	Equity World Social/Environmental Islamic Investing	73
Amundi S&P Global Energy Carbon Reduced UCITS ETF DR EUR (A)	3.47%	Equity World Energy Social/Environmental	172
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.32%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.46%	Equity World	4
Vanguard FTSE Developed Europe UCITS ETF Distributing	1.65%	Equity Europe	4,068
Amundi MSCI World Ex USA UCITS ETF Dist	0.99%	Equity World	55
L&G UK Equity UCITS ETF GBP Acc	7.36%	Equity United Kingdom Social/Environmental	174
Amundi MSCI World Screened UCITS ETF Acc	0.29%	Equity World Social/Environmental	-
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.17%	Equity World Low Volatility/Risk Weighted	173
Amundi MSCI World Ex USA UCITS ETF Acc	0.99%	Equity World	394
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	86
UBS Core MSCI World UCITS ETF USD acc	0.26%	Equity World	4,653
iShares Core MSCI World UCITS ETF USD (Dist)	0.27%	Equity World	397
HSBC UK Screened Equity UCITS ETF GBP	0.01%	Equity United Kingdom Social/Environmental Climate Change	30
Xtrackers FTSE 100 UCITS ETF 1C	6.86%	Equity United Kingdom	90
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.70%	Equity World Social/Environmental Multi-Asset Strategy	153
Invesco FTSE RAFI All World 3000 UCITS ETF	0.69%	Equity World Fundamental/Quality	126
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.37%	Equity World Social/Environmental	3
Franklin S&P World Screened UCITS ETF Acc	0.23%	Equity United States Social/Environmental Climate Change	6
Invesco Global Buyback Achievers UCITS ETF	5.13%	Equity World Buyback	114
Amundi S&P Global Energy Carbon Reduced UCITS ETF DR EUR (D)	3.47%	Equity World Energy Social/Environmental	7
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.24%	Equity World	4
iShares MSCI World Energy Sector UCITS ETF USD (Dist)	8.12%	Equity World Energy	596
Xtrackers STOXX Europe 600 UCITS ETF 1C	1.54%	Equity Europe	3,332
Amundi Prime All Country World UCITS ETF Acc	0.25%	Equity World	485
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.40%	Equity World Social/Environmental	16
UBS MSCI World UCITS ETF USD dis	0.27%	Equity World	1,334
Vanguard FTSE Developed World UCITS ETF Acc	0.26%	Equity World	4,653
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.40%	Equity World Social/Environmental	1,660
UBS MSCI United Kingdom UCITS ETF hEUR acc	7.45%	Equity United Kingdom	515
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.24%	Equity World Social/Environmental	456
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.23%	Equity World	3,811
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.16%	Equity World Covered Call Alternative Investments	1,105
UBS MSCI United Kingdom UCITS ETF GBP acc	7.45%	Equity United Kingdom	1,978
SPDR MSCI World UCITS ETF	0.28%	Equity World	13,201
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.27%	Equity Europe Equal Weighted	155
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	7.00%	Equity United Kingdom	4,571
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.23%	Equity World	66
Amundi MSCI Europe Screened UCITS ETF (Acc)	1.91%	Equity Europe Social/Environmental	370
UBS MSCI United Kingdom UCITS ETF hCHF acc	7.45%	Equity United Kingdom	281
Vanguard FTSE Developed World UCITS ETF Distributing	0.26%	Equity World	3,525
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.18%	Equity World Social/Environmental	634
iShares UK Dividend UCITS ETF	3.05%	Equity United Kingdom Dividend	1,224
Xtrackers MSCI World ex USA UCITS ETF 1D	0.96%	Equity World	169
UBS MSCI United Kingdom UCITS ETF GBP dis	7.45%	Equity United Kingdom	56
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.25%	Equity World	306
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	1.77%	Equity Europe Social/Environmental	75
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.28%	Equity World	237
Xtrackers MSCI World Screened UCITS ETF 1D	0.30%	Equity World Social/Environmental	118
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.26%	Equity World Social/Environmental	4,737
Invesco FTSE All-World UCITS ETF Acc	0.24%	Equity World	2,056
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	1.48%	Equity Europe Low Volatility/Risk Weighted	22
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
iShares MSCI World Islamic UCITS ETF	1.07%	Equity World Islamic Investing	767
iShares MSCI World Screened UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental	820
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.70%	Equity World Social/Environmental Multi-Asset Strategy	2
First Trust Global Equity Income UCITS ETF Dist	2.08%	Equity World Fundamental/Quality	35
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.89%	Equity Europe Social/Environmental Multi-Asset Strategy	446
HSBC MSCI World UCITS ETF CHF hedged	0.28%	Equity World	48
iShares STOXX Europe 50 UCITS ETF	3.25%	Equity Europe	607
iShares MSCI World Screened UCITS ETF USD (Acc)	0.29%	Equity World Social/Environmental	4,419
Amundi Core MSCI World UCITS ETF USD Dist	0.27%	Equity World	820
Amundi UK Equity All Cap UCITS ETF Dist	6.65%	Equity United Kingdom	690
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.18%	Equity World Social/Environmental	309
iShares MSCI Europe Energy Sector UCITS ETF EUR (Dist)	31.60%	Equity Europe Energy	27
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.71%	Equity Europe	1,308
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	1.60%	Equity Europe	43
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	1.03%	Equity Europe Multi-Factor Strategy	151
UBS MSCI United Kingdom UCITS ETF hEUR dis	7.45%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.18%	Equity World Social/Environmental	105
HSBC MSCI Europe UCITS ETF EUR	1.70%	Equity Europe	311
UBS FTSE 100 UCITS ETF GBP dis	7.05%	Equity United Kingdom	86
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.40%	Equity World Social/Environmental	757
Amundi Prime Europe UCITS ETF DR (C)	1.78%	Equity Europe	144
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.17%	Equity World Low Volatility/Risk Weighted	71
iShares MSCI World UCITS ETF (Dist)	0.28%	Equity World	7,474
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.27%	Equity World	1,447
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	1.67%	Equity Europe	48
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.24%	Equity World	25,735
HSBC MSCI World UCITS ETF USD (Acc)	0.28%	Equity World	1,280
HSBC Europe Screened Equity UCITS ETF EUR	0.07%	Equity Europe Social/Environmental Climate Change	25
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.31%	Equity World Multi-Factor Strategy	139
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.25%	Equity World	50
UBS MSCI United Kingdom UCITS ETF hUSD dis	7.45%	Equity United Kingdom	11
Invesco Global Enhanced Equity UCITS ETF Acc	0.44%	Equity World Multi-Factor Strategy	212
Invesco FTSE RAFI Europe UCITS ETF Dist	3.09%	Equity Europe Fundamental/Quality	23
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.26%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.26%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.25%	Equity World	20,855
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	1.95%	Equity Europe Social/Environmental	4,488
Xtrackers FTSE 100 UCITS ETF Income 1D	6.86%	Equity United Kingdom	86
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.47%	Equity World Multi-Factor Strategy	596
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.25%	Equity World	935
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.37%	Equity World Social/Environmental	3
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	1.64%	Equity Europe	254
HSBC FTSE 100 UCITS ETF GBP	7.09%	Equity United Kingdom	740
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.31%	Equity World Multi-Factor Strategy	752
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.27%	Equity World	4,651
Invesco FTSE All-World UCITS ETF Dist	0.24%	Equity World	176
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	84
Xtrackers MSCI Europe UCITS ETF 1D	1.64%	Equity Europe	124
Xtrackers MSCI World Energy UCITS ETF 1C 1C	7.75%	Equity World Energy	804
SPDR FTSE UK All Share UCITS ETF	6.19%	Equity United Kingdom	412
Amundi Prime Global UCITS ETF Dist	0.28%	Equity World	1,339
First Trust Bloomberg Scarce Resources UCITS ETF Class A Accumulation	2.59%	Equity World	1
Xtrackers MSCI World UCITS ETF 1C	0.25%	Equity World	15,955
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.44%	Equity World Multi-Factor Strategy	0
iShares World Equity High Income UCITS ETF USD (Acc)	0.36%	Equity World Social/Environmental	10
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.33%	Equity World Social/Environmental Multi-Asset Strategy	39
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.28%	Equity World	460
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	3.69%	Equity Europe Fundamental/Quality	29
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.70%	Equity World Social/Environmental Multi-Asset Strategy	985
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.85%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	1.70%	Equity Europe	66
Amundi Prime All Country World UCITS ETF Dist	0.25%	Equity World	2,193
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	1.65%	Equity Europe	1,925
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	1.95%	Equity Europe Social/Environmental	462
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.29%	Equity World Social/Environmental	76
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.23%	Equity World Multi-Factor Strategy	628
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.18%	Equity World Social/Environmental	1,179
Xtrackers MSCI Europe UCITS ETF 1C	1.64%	Equity Europe	6,630
SPDR MSCI Europe UCITS ETF	1.69%	Equity Europe	368
SPDR MSCI World Energy UCITS ETF	8.05%	Equity World Energy	326
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.24%	Equity World	13
WisdomTree Battery Solutions UCITS ETF USD Acc	1.16%	Equity World Technology Social/Environmental Battery Technology	139
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.17%	Equity World Low Volatility/Risk Weighted	17
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	261
iShares MSCI World ex-USA UCITS ETF USD (Acc)	1.00%	Equity World	1,078

Performance

Returns overview

YTD	+13.88%
1 month	-0.60%
3 months	+3.95%
6 months	+12.29%
1 year	+9.24%
3 years	+19.69%
5 years	+104.06%
Since inception (MAX)	+29.86%
2024	-5.22%
2023	+10.84%
2022	+44.47%
2021	+21.40%

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).