ORIX Corp.

ISIN JP3200450009

WKN 851769

Market cap (in EUR)

28,727 m

Country

Japan

Sector

Finance

Dividend yield

3.25%

Overview

Quote

Description

ORIX Corp. engages in the provision of leasing and corporate financial services. It operates through the following segments: Corporate Financial Services, Maintenance Leasing, Real Estate, Investment and Operation, Retail, and Overseas Business. The Corporate Financial Services segment offers leasing and loans to small and medium-sized enterprises. The Maintenance Leasing segment consists of automobile leasing, car sharing, and equipment rental services. The Real Estate segment deals with property development, leasing, and facilities management. The Investment and Operation segment comprises of environment and energy-related business, loan servicing, and principal investments. The Retail segment offers life insurance, banking, and card loan services. The Overseas Business segment engages in financial services through overseas subsidiaries, business development and investment with business partners abroad, and aircraft and ship-related businesses. The company was founded on April 17, 1964 and is headquartered in Tokyo, Japan.

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Finance Investment Services Japan

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Financials

Key metrics

Market capitalisation, EUR	28,727 m
EPS, EUR	2.47
P/B ratio	1.2
P/E ratio	11.4
Dividend yield	3.25%

Income statement (2024)

Revenue, EUR	17,582 m
Net income, EUR	2,151 m
Profit margin	12.23%

What ETF is ORIX Corp. in?

There are 251 ETFs which contain ORIX Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of ORIX Corp. is the WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc.

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	18
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	848
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	0.05%	Equity Japan Social/Environmental Climate Change	1
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.25%	Equity World Value	366
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	677
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	1,097
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	38
Xtrackers MSCI World Value UCITS ETF 1C	0.18%	Equity World Value	3,771
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	0.69%	Equity Japan Social/Environmental Climate Change	195
State Street SPDR MSCI World Financials UCITS ETF USD	0.30%	Equity World Financials	267
Xtrackers MSCI World ex USA UCITS ETF 1C	0.16%	Equity World	4,800
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	24
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	0.63%	Equity Japan	62
Xtrackers Nikkei 225 UCITS ETF 1D	0.31%	Equity Japan	1,617
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,364
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	0.62%	Equity Japan	45
UBS MSCI World ex USA UCITS ETF USD acc	0.15%	Equity World	84
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.12%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	36
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	5
L&G Global Quality Dividends UCITS ETF USD Acc	0.23%	Equity World Dividend	21
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	68
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	0.85%	Equity Japan Social/Environmental	27
iShares Core MSCI Japan IMI UCITS ETF	0.62%	Equity Japan	6,086
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	473
UBS Core MSCI Japan UCITS ETF hUSD acc	0.78%	Equity Japan	98
HSBC MSCI Japan UCITS ETF USD (Acc)	0.79%	Equity Japan	14
Amundi Japan TOPIX II UCITS ETF JPY Dist	0.63%	Equity Japan	97
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	0.85%	Equity Japan Social/Environmental	62
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	1.25%	Equity Asia Pacific Social/Environmental Climate Change	160
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	0.78%	Equity Japan	1,084
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.40%	Equity World Value Climate Change	438
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.03%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	0.63%	Equity Japan	83
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	0.78%	Equity Japan	201
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.07%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	39
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,132
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	0.79%	Equity Japan	35
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	468
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	0.69%	Equity Japan Social/Environmental Climate Change	349
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	2,083
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	548
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	0.63%	Equity Japan	1,128
State Street SPDR MSCI Japan UCITS ETF JPY Unhedged	0.79%	Equity Japan	789
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	1
Amundi Core MSCI Japan UCITS ETF Acc	0.81%	Equity Japan	4,742
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	79
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.19%	Equity World Value	265
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	207
Vanguard FTSE Japan UCITS ETF (USD) Distributing	0.63%	Equity Japan	2,401
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.09%	Equity World Dividend	7,638
HSBC Japan Screened Equity UCITS ETF USD (Dist)	0.05%	Equity Japan Social/Environmental Climate Change	19
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.12%	Equity World Equal Weighted	33
HSBC Japan Screened Equity UCITS ETF USD (Acc)	0.05%	Equity Japan Social/Environmental Climate Change	250
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	78
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	0.79%	Equity Japan	154
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.14%	Equity World Social/Environmental Climate Change	295
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	1.03%	Equity Japan Social/Environmental	33
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	56
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.05%	Equity World Social/Environmental	24
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.16%	Equity World Value	233
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	943
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.41%	Equity Japan Social/Environmental	70
First Trust Global Equity Income UCITS ETF Acc	0.12%	Equity World Fundamental/Quality	81
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	232
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.35%	Equity World Financials Social/Environmental	31
Amundi Prime Global UCITS ETF Acc	0.05%	Equity World	1,475
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	20
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	12,085
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	0.81%	Equity Japan	19
L&G Global Equity UCITS ETF	0.05%	Equity World Social/Environmental	989
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	0.05%	Equity Japan Social/Environmental Climate Change	1
Xtrackers Nikkei 225 UCITS ETF 1C	0.31%	Equity Japan	235
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.09%	Equity World Dividend	2,014
Invesco MSCI World Universal Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	214
UBS MSCI Japan Universal UCITS ETF JPY acc	0.95%	Equity Japan Social/Environmental Climate Change	125
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	42
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	88
Franklin Global Quality Dividend UCITS ETF (Dist)	1.32%	Equity World Dividend	92
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	1.26%	Equity Japan Social/Environmental	97
iShares MSCI Japan Screened UCITS ETF USD (Acc)	0.87%	Equity Japan Social/Environmental	1,706
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,309
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	69
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	169
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	0.79%	Equity Japan	822
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	514
UBS MSCI World Selection UCITS ETF hEUR dis	0.10%	Equity World Social/Environmental	277
UBS MSCI World Selection UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental	254
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.32%	Equity World Value	125
UBS Core MSCI Japan UCITS ETF hCHF acc	0.78%	Equity Japan	301
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	927
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	410
iShares Edge MSCI World Value Factor UCITS ETF	0.19%	Equity World Value	4,941
Amundi Core MSCI World UCITS ETF Acc	0.05%	Equity World	12,051
L&G Japan Equity UCITS ETF	0.72%	Equity Japan Social/Environmental	672
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	4,949
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.07%	Equity World Financials Social/Environmental	119
HSBC MSCI Japan UCITS ETF USD	0.79%	Equity Japan	176
Amundi Core MSCI Japan UCITS ETF Dist	0.81%	Equity Japan	362
Xtrackers MSCI Japan UCITS ETF 1C	0.79%	Equity Japan	4,359
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	730
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	0.04%	Equity World	402
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	108,867
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	78
BNP Paribas Easy MSCI Japan Min TE UCITS ETF GBP Hedged	0.94%	Equity Japan Social/Environmental	55
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	657
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.05%	Equity World	52
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	52
L&G Global Quality Dividends UCITS ETF USD Dist	0.23%	Equity World Dividend	81
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	19,294
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	8,532
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D	0.77%	Equity Japan Social/Environmental Climate Change	4
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc)	1.10%	Equity Japan	148
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.03%	Equity World Multi-Factor Strategy	211
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.31%	Equity Japan	219
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.07%	Equity World	32
Amundi MSCI World Ex USA UCITS ETF Dist	0.17%	Equity World	112
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	701
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	214
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,132
Amundi MSCI World Ex USA UCITS ETF Acc	0.17%	Equity World	543
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	92
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.49%	Equity World Dividend	7,211
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	7,112
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.14%	Equity World Social/Environmental Climate Change	41
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.14%	Equity World Social/Environmental Climate Change	322
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	501
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	136
Invesco FTSE RAFI All World 3000 UCITS ETF	0.09%	Equity World Fundamental/Quality	184
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	1.40%	Equity World Social/Environmental	346
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	1.03%	Equity Japan Social/Environmental	35
Invesco MSCI Japan Universal Screened UCITS ETF Acc	1.01%	Equity Japan Social/Environmental	8
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	17
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	1,258
UBS Core MSCI Japan UCITS ETF hEUR acc	0.78%	Equity Japan	172
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	22
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,305
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,054
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,551
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.14%	Equity World Social/Environmental Climate Change	15
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.50%	Equity World Multi-Factor Strategy	791
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	418
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	105
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	4,469
UBS Core MSCI Japan UCITS ETF JPY acc	0.78%	Equity Japan	3,679
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.05%	Equity World	14,540
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	0.78%	Equity Japan	54
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	1.09%	Equity Japan Social/Environmental	297
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	0.81%	Equity Japan	176
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.09%	Equity World	88
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,477
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	623
Amundi Prime Japan UCITS ETF DR (D)	0.71%	Equity Japan	2,179
Xtrackers MSCI World ex USA UCITS ETF 1D	0.16%	Equity World	219
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	345
Xtrackers MSCI Japan UCITS ETF 1D	0.79%	Equity Japan	155
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	251
Amundi Japan TOPIX II UCITS ETF EUR Dist	0.63%	Equity Japan	2
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	114
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Japan Social/Environmental Climate Change	113
Franklin FTSE Japan UCITS ETF (Acc)	0.65%	Equity Japan	9
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	4,405
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	0.41%	Equity Japan Social/Environmental	667
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	2,486
UBS MSCI World Selection UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental	41
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	0.09%	Equity World Social/Environmental Climate Change	19
Amundi Prime Japan UCITS ETF DR (C)	0.71%	Equity Japan	444
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	984
UBS Core MSCI Japan UCITS ETF hEUR dis	0.78%	Equity Japan	45
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	42
First Trust Global Equity Income UCITS ETF Dist	0.12%	Equity World Fundamental/Quality	46
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	72
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	14
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	4,377
Amundi Core MSCI World UCITS ETF USD Dist	0.05%	Equity World	1,356
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	268
iShares MSCI Japan UCITS ETF USD (Acc)	0.79%	Equity Japan	1,158
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	482
UBS Core MSCI Japan UCITS ETF JPY dis	0.78%	Equity Japan	1,283
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	99
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	762
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	1.03%	Equity Japan Social/Environmental	394
iShares Nikkei 225 UCITS ETF (Acc)	0.31%	Equity Japan	546
UBS MSCI World Selection UCITS ETF USD acc	0.10%	Equity World Social/Environmental	636
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	0.69%	Equity Japan Social/Environmental Climate Change	393
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.14%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.45%	Equity World Value	312
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	0.81%	Equity Japan	16
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	7,157
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	0.62%	Equity Japan	142
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,558
State Street SPDR MSCI Japan UCITS ETF EUR Hedged	0.79%	Equity Japan	36
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	0.41%	Equity Japan Social/Environmental	1,186
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	31,871
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,530
iShares MSCI Japan UCITS ETF (Dist)	0.79%	Equity Japan	2,048
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.35%	Equity World Financials Social/Environmental	557
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	171
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,723
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	42
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	437
UBS Core MSCI Japan UCITS ETF hGBP dis	0.78%	Equity Japan	208
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.10%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	41
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	22,950
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	0.94%	Equity Japan Social/Environmental	1
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.24%	Equity World Multi-Factor Strategy	383
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	1,086
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	17
Franklin Global Quality Dividend UCITS ETF (Acc)	1.32%	Equity World Dividend	4
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF JPY (acc)	1.03%	Equity Japan Social/Environmental	176
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,003
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.05%	Equity World	4,566
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	198
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	94
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	0.69%	Equity Japan Social/Environmental Climate Change	81
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	92
iShares MSCI Japan Screened UCITS ETF USD (Dist)	0.87%	Equity Japan Social/Environmental	302
Amundi Prime Global UCITS ETF Dist	0.05%	Equity World	1,145
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	16,540
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	1.03%	Equity Japan Social/Environmental	2
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	0.77%	Equity Japan	472
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.05%	Equity World	460
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	1,426
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	936
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	0.85%	Equity Japan Social/Environmental	5
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	32
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	3,499
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	0.63%	Equity Japan	0
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.09%	Equity World Social/Environmental	15
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,162
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	85
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	14
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.50%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI Japan Screened UCITS ETF 1D	0.85%	Equity Japan Social/Environmental	273
Xtrackers MSCI World Financials UCITS ETF 1C	0.29%	Equity World Financials	732
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	33
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	1.09%	Equity Japan Social/Environmental	1
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.16%	Equity World	2,508

Performance

Returns overview

YTD	+7.20%
1 month	-1.06%
3 months	+4.64%
6 months	+23.95%
1 year	+59.18%
3 years	+74.74%
5 years	-
Since inception (MAX)	+48.50%
2025	+26.93%
2024	+15.64%
2023	+10.31%
2022	-

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).