Bank Polska Kasa Opieki SA

ISIN PLPEKAO00016

WKN 914910

Market cap (in EUR)

15,751 m

Country

Poland

Sector

Finance

Dividend yield

7.64%

Overview

Quote

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Description

Bank Polska Kasa Opieki SA engages in the provision of retail, corporate, and investment banking services. It operates through the following segments: Retail Banking, Private Banking, Corporate and Investment Banking, Enterprise Banking, and Assets and Liabilities Management and Other. The Retail Banking segment covers activities related to retail customers, small, and micro companies. The Private Banking segment provides services for the wealthiest individual customers. The Corporate and Investment Banking segment is involved with activities related to medium and large companies, interbank market, debt securities, and other instruments. The Enterprise Banking segment offers all banking activities related to companies. The Assets and Liabilities Management and Other segment focuses on the supervision and monitoring of fund transfers as well as central management in the capital group. The company was founded on October 29, 1929 and is headquartered in Warsaw, Poland.

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Finance Banking International Banks Poland

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Financials

Key metrics

Market capitalisation, EUR	15,751 m
EPS, EUR	5.81
P/B ratio	2.1
P/E ratio	10.5
Dividend yield	7.64%

Income statement (2025)

Revenue, EUR	5,640 m
Net income, EUR	1,658 m
Profit margin	29.39%

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Capital at risk

What ETF is Bank Polska Kasa Opieki SA in?

There are 192 ETFs which contain Bank Polska Kasa Opieki SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank Polska Kasa Opieki SA is the iShares MSCI Poland UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares FTSE All-World UCITS ETF USD (Acc)	0.01%	Equity World	34
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.01%	Equity World	2,155
iShares MSCI EM UCITS ETF (Dist)	0.11%	Equity Emerging Markets	8,925
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares MSCI EM Swap UCITS ETF USD (Acc)	0.11%	Equity Emerging Markets	228
Amundi MSCI Emerging Markets Swap II UCITS ETF EUR Acc	0.11%	Equity Emerging Markets	901
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.10%	Equity Emerging Markets Social/Environmental Climate Change	38
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.01%	Equity World Social/Environmental	5
HSBC MSCI Emerging Markets UCITS ETF USD	0.10%	Equity Emerging Markets	3,678
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.01%	Equity World	71
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	29
iShares Core MSCI Emerging Markets IMI UCITS ETF	0.10%	Equity Emerging Markets	1,579
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	32
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental Climate Change	8
iShares MSCI EM UCITS ETF (Acc)	0.10%	Equity Emerging Markets	9,113
BNP Paribas Easy MSCI Emerging ex China UCITS ETF Acc	0.13%	Equity Emerging Markets	65
Xtrackers MSCI Emerging Markets UCITS ETF 1C	0.10%	Equity Emerging Markets	12,217
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.07%	Equity Europe	4,238
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	2,985
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,967
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.11%	Equity World	24
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.01%	Equity World	286
BNP Paribas Easy MSCI Emerging ex China UCITS ETF EUR Acc	0.13%	Equity Emerging Markets	1
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Dist)	0.05%	Equity Emerging Markets Social/Environmental	0
iShares MSCI All Country World UCITS ETF USD (Dist)	0.01%	Equity World	34
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	136
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis	0.11%	Equity Emerging Markets	102
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	7,623
L&G Global Quality Dividends UCITS ETF USD Acc	0.18%	Equity World Dividend	53
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	86
Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C	0.12%	Equity Emerging Markets	150
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	556
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.03%	Equity World	80
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental Climate Change	57
UBS MSCI EM Climate Paris Aligned UCITS ETF USD acc	0.27%	Equity Emerging Markets Social/Environmental Climate Change	629
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.08%	Equity Europe	1
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.10%	Equity Europe	3,326
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.10%	Equity Emerging Markets Social/Environmental	1,247
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	224
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.01%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.01%	Equity World	46
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	777
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,172
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.21%	Equity Europe	11
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.07%	Equity Europe	20,930
Invesco MSCI Emerging Markets ESG Climate Paris Aligned UCITS ETF	0.22%	Equity Emerging Markets Social/Environmental Climate Change	143
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.08%	Equity Europe Social/Environmental	1,861
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.07%	Equity Europe	12
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	600
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.01%	Equity World	1,664
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.10%	Equity Emerging Markets Social/Environmental Climate Change	8
UBS Core MSCI EM UCITS ETF USD dis	0.11%	Equity Emerging Markets	2,788
Amundi MSCI All Country World UCITS ETF EUR Acc	0.01%	Equity World	2,413
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.03%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	96
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.03%	Equity World	8
State Street SPDR MSCI Emerging Markets UCITS ETF USD	0.12%	Equity Emerging Markets	1,977
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental Climate Change	216
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.01%	Equity World	87
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	64
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	6,201
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.11%	Equity Emerging Markets Social/Environmental	2,218
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	4,053
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)	0.10%	Equity Emerging Markets	39,304
BNP Paribas Easy MSCI Emerging UCITS ETF Acc	0.11%	Equity Emerging Markets	64
UBS MSCI ACWI SF UCITS ETF USD acc	0.01%	Equity World	3,858
First Trust Global Equity Income UCITS ETF Dist	0.17%	Equity World Fundamental/Quality	54
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,209
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	18
Amundi Core MSCI Emerging Markets UCITS ETF Acc	0.09%	Equity Emerging Markets	4,206
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental	87
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	256
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,913
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)	0.10%	Equity Emerging Markets Social/Environmental	5,712
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.10%	Equity Europe Social/Environmental	127
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	9,854
iShares STOXX Europe 600 Banks UCITS ETF (DE)	0.48%	Equity Europe Financials	3,610
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist)	0.10%	Equity Emerging Markets Social/Environmental	1,063
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist)	0.08%	Equity Emerging Markets Social/Environmental	150
Amundi Prime Europe UCITS ETF DR (D)	0.08%	Equity Europe	267
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.07%	Equity Europe	55
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	122
Amundi MSCI Emerging Markets Swap UCITS ETF USD Acc	0.11%	Equity Emerging Markets	1,436
Amundi MSCI Emerging Markets Swap II UCITS ETF USD Acc	0.11%	Equity Emerging Markets	44
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Acc)	0.10%	Equity Emerging Markets Social/Environmental	7,827
Amundi STOXX Europe 600 Banks UCITS ETF Acc	0.48%	Equity Europe Financials	3,487
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc	0.28%	Equity Emerging Markets Multi-Factor Strategy	151
L&G Europe ex UK Equity UCITS ETF	0.10%	Equity Europe Social/Environmental	454
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.09%	Equity Emerging Markets	1,115
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF	0.19%	Equity Emerging Markets Social/Environmental	20
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc	0.08%	Equity Emerging Markets Social/Environmental	155
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Acc)	0.05%	Equity Emerging Markets Social/Environmental	383
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	7
Amundi Prime Europe UCITS ETF DR (C)	0.08%	Equity Europe	299
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	61
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental Climate Change	391
State Street Emerging Markets Screened Enhanced Equity Fund UCITS ETF	0.18%	Equity Emerging Markets Social/Environmental	122
First Trust Global Equity Income UCITS ETF Acc	0.17%	Equity World Fundamental/Quality	71
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.10%	Equity Emerging Markets Social/Environmental Climate Change	223
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental Climate Change	368
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	3,180
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.01%	Equity World	520
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	51,980
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	19
Fidelity Emerging Markets Quality Income UCITS ETF ACC-USD	0.80%	Equity Emerging Markets Dividend	40
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	234
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.01%	Equity World	68
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	0.87%	Equity Europe Dividend	378
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,814
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.01%	Equity World	1,658
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,996
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	68
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.11%	Equity Emerging Markets Social/Environmental	102
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.07%	Equity Europe	5
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.11%	Equity Emerging Markets Social/Environmental	34
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,317
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	65
Xtrackers MSCI Emerging Markets UCITS ETF 1D	0.10%	Equity Emerging Markets	766
iShares FTSE All-World UCITS ETF USD (Dist)	0.01%	Equity World	1
iShares MSCI All Country World UCITS ETF USD (Acc)	0.01%	Equity World	31,987
BNP Paribas Easy MSCI Emerging UCITS ETF EUR Acc	0.11%	Equity Emerging Markets	4
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)	0.08%	Equity Emerging Markets Social/Environmental	1,362
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Equity World Social/Environmental	204
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1C	0.11%	Equity Emerging Markets	874
HSBC MSCI Emerging Markets UCITS ETF USD (Acc)	0.10%	Equity Emerging Markets	1,559
Amundi STOXX Europe 600 Banks UCITS ETF Dist	0.48%	Equity Europe Financials	113
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,760
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Equity World Social/Environmental	28
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	19
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.07%	Equity Europe	173
UBS Core MSCI EM UCITS ETF USD acc	0.11%	Equity Emerging Markets	7,976
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,440
Xtrackers FTSE All-World UCITS ETF 1C	0.01%	Equity World	135
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	285
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF	0.09%	Equity Emerging Markets Social/Environmental	1,779
Amundi MSCI All Country World UCITS ETF USD Acc	0.01%	Equity World	129
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc	0.11%	Equity Emerging Markets	5,185
UBS MSCI EM SF UCITS ETF USD acc	0.11%	Equity Emerging Markets	153
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist	0.11%	Equity Emerging Markets	5,358
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.08%	Equity Europe	7
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	42
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,653
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.07%	Equity Europe	1,378
Fidelity Emerging Markets Quality Income UCITS ETF INC-USD	0.80%	Equity Emerging Markets Dividend	151
Invesco MSCI Emerging Markets UCITS ETF	0.11%	Equity Emerging Markets	431
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental Climate Change	155
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist	0.09%	Equity Emerging Markets	89
iShares MSCI Poland UCITS ETF USD (Acc)	8.53%	Equity Poland	1,042
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	171
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.10%	Equity Europe Social/Environmental	34
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C	0.13%	Equity Emerging Markets Social/Environmental Climate Change	37
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	107
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.01%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Invesco STOXX Europe 600 UCITS ETF	0.07%	Equity Europe	512
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	220
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.01%	Equity World	1,847
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,664
iShares MSCI EM ex-China UCITS ETF USD (Dist)	0.14%	Equity Emerging Markets	1,142
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.08%	Equity Europe	3,004
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	60
HSBC MSCI Emerging Markets Climate Paris Aligned UCITS ETF	0.27%	Equity Emerging Markets Social/Environmental Climate Change	33
L&G Global Quality Dividends UCITS ETF USD Dist	0.18%	Equity World Dividend	340
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	23,668
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,246
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	16,872
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI EM ex-China UCITS ETF USD (Acc)	0.14%	Equity Emerging Markets	4,902
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	78
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	6
UBS MSCI EM ex China UCITS ETF USD acc	0.13%	Equity Emerging Markets	88
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.01%	Equity World	66
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF Acc	0.03%	Equity Emerging Markets Social/Environmental Climate Change	1,832
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.08%	Equity Europe	4,721
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	70
iShares Emerging Markets Dividend UCITS ETF	1.67%	Equity Emerging Markets Dividend	1,354
Amundi MSCI Emerging Ex China UCITS ETF Acc	0.13%	Equity Emerging Markets	4,331
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1D	0.11%	Equity Emerging Markets	176
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.19%	Equity Europe Equal Weighted	208
Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc	0.11%	Equity Emerging Markets	4,179
Invesco RAFI Emerging Markets Fundamental Value UCITS ETF Dist	0.07%	Equity Emerging Markets Value	89
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,076
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.10%	Equity Europe	1,445
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	469
Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF	0.26%	Equity Emerging Markets Social/Environmental Climate Change	8

Performance

Returns overview

YTD	+25.95%
1 month	+2.80%
3 months	+11.28%
6 months	+23.36%
1 year	+44.70%
3 years	+170.08%
5 years	+184.02%
Since inception (MAX)	+72.82%
2025	+56.42%
2024	-12.13%
2023	+86.32%
2022	-26.26%

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).