Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

89,213 m

Country

Sweden

Sector

Finance

Dividend yield

1.63%

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Overview

Quote

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Description

Investor AB is an investment company, which engages in long-term investment perspective. It operates through the following segments: Listed Companies, Patricia Industries, Investments in EQT, and Investor Groupwide. The company was founded in 1916 and is headquartered in Stockholm, Sweden.

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Finance Investment Services Sweden

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Financials

Key metrics

Market capitalisation, EUR	89,213 m
EPS, EUR	2.05
P/B ratio	1.1
P/E ratio	13.8
Dividend yield	1.63%

Income statement (2024)

Revenue, EUR	6,934 m
Net income, EUR	9,916 m
Profit margin	143.01%

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What ETF is Investor AB in?

There are 225 ETFs which contain Investor AB. All of these ETFs are listed in the table below. The ETF with the largest weighting of Investor AB is the iShares STOXX Europe 600 Financial Services UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.03%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.07%	Equity World	664
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	664
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.44%	Equity Europe	13,220
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	669
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
UBS Core MSCI Europe UCITS ETF EUR dis	0.44%	Equity Europe	754
SPDR MSCI World Financials UCITS ETF	0.42%	Equity World Financials	291
Xtrackers MSCI World ex USA UCITS ETF 1C	0.25%	Equity World	3,699
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	1,204
UBS MSCI World ex USA UCITS ETF USD acc	0.26%	Equity World	54
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.76%	Equity Europe Multi-Factor Strategy	552
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	0.01%	Equity World Multi-Asset Strategy	34
VanEck European Equal Weight Screened UCITS ETF A	0.98%	Equity Europe Equal Weighted	75
iShares MSCI ACWI UCITS ETF USD (Dist)	0.06%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity World Social/Environmental	61
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.06%	Equity World Social/Environmental	483
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	60
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.42%	Equity Europe Social/Environmental Climate Change	74
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	328
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.14%	Equity Europe Social/Environmental Climate Change	67
iShares OMX Stockholm Capped UCITS ETF	7.21%	Equity Sweden	145
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.27%	Equity Europe Equal Weighted	330
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.43%	Equity Europe	14,227
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.52%	Equity Europe Social/Environmental	1,376
Amundi MSCI Europe UCITS ETF Acc	0.44%	Equity Europe	739
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.40%	Equity Europe	11
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.07%	Equity World	64
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	3.60%	Equity Europe Social/Environmental Climate Change	164
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,440
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	430
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.40%	Equity Europe Social/Environmental	126
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.78%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	1,893
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	582
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	319
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	187
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.44%	Equity Europe	10,012
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.53%	Equity Europe Social/Environmental	145
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.15%	Equity World Dividend	6,226
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.40%	Equity Europe Social/Environmental	2,730
Amundi Prime Europe UCITS ETF DR (D)	0.46%	Equity Europe	147
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	1.03%	Equity Europe Social/Environmental	126
Amundi MSCI Europe Growth UCITS ETF Dist	0.88%	Equity Europe Growth	76
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
Amundi MSCI Europe Action UCITS ETF Dist	0.68%	Equity Europe Social/Environmental Climate Change	794
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.50%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.44%	Equity Europe	3,694
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	855
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.52%	Equity World Financials Social/Environmental	2
Amundi Prime Global UCITS ETF Acc	0.07%	Equity World	820
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.07%	Equity World	12,525
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.88%	Equity Europe Growth	101
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.75%	Equity Europe Social/Environmental Climate Change	814
L&G Global Equity UCITS ETF	0.07%	Equity World Social/Environmental	941
Xtrackers S&P Europe ex UK UCITS ETF	0.59%	Equity Europe	417
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.15%	Equity World Dividend	1,345
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	51
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,317
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	164
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	274
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental Climate Change	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.42%	Equity Europe Social/Environmental Climate Change	26
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	0.07%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.13%	Equity World Social/Environmental	195
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.43%	Equity Europe	101
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	953
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	114
Amundi Core MSCI World UCITS ETF Acc	0.07%	Equity World	8,682
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.44%	Equity Europe	68
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,182
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.12%	Equity World Financials Social/Environmental	538
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.43%	Equity World Social/Environmental Climate Change	18
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	640
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	552
UBS Core MSCI Europe UCITS ETF hEUR acc	0.44%	Equity Europe	112
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.41%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	107,591
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.40%	Equity Europe	848
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	70
Amundi Core MSCI Europe UCITS ETF Dist	0.44%	Equity Europe	515
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	627
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.07%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	18,590
SPDR MSCI Europe Climate Paris Aligned UCITS ETF EUR Unhedged (Acc)	0.40%	Equity Europe Social/Environmental Climate Change	6
SPDR MSCI All Country World UCITS ETF (Acc)	0.07%	Equity World	6,620
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	1.11%	Equity World Multi-Factor Strategy	74
UBS Core MSCI Europe UCITS ETF hCHF acc	0.44%	Equity Europe	85
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.14%	Equity Europe Social/Environmental Climate Change	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.12%	Equity World	5
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.41%	Equity Europe	4,067
Amundi MSCI World Ex USA UCITS ETF Dist	0.26%	Equity World	55
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	937
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	1.91%	Equity Europe Financials	1,815
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	187
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.06%	Equity World Social/Environmental	700
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.14%	Equity Europe Social/Environmental Climate Change	20
Amundi MSCI World Screened UCITS ETF Acc	0.09%	Equity World Social/Environmental	-
Amundi MSCI World Ex USA UCITS ETF Acc	0.26%	Equity World	394
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	86
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.12%	Equity Europe Social/Environmental Climate Change	226
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	4,695
iShares Core MSCI World UCITS ETF USD (Dist)	0.07%	Equity World	397
Invesco FTSE RAFI All World 3000 UCITS ETF	0.08%	Equity World Fundamental/Quality	126
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.33%	Equity Europe Social/Environmental Climate Change	217
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.40%	Equity Europe	3,336
Amundi Prime All Country World UCITS ETF Acc	0.07%	Equity World	485
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,333
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	16
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	4,695
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,659
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.63%	Equity World Multi-Factor Strategy	745
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	456
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.08%	Equity World Social/Environmental Climate Change	37
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	3,858
SPDR MSCI World UCITS ETF	0.07%	Equity World	13,189
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.57%	Equity Europe	3,168
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.27%	Equity Europe Equal Weighted	155
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	66
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.49%	Equity Europe Social/Environmental	370
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.14%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,506
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	636
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.78%	Equity Europe Social/Environmental Climate Change	6
Xtrackers MSCI World ex USA UCITS ETF 1D	0.25%	Equity World	170
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	307
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.44%	Equity Europe Social/Environmental	75
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	239
Xtrackers MSCI World Screened UCITS ETF 1D	0.07%	Equity World Social/Environmental	118
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.06%	Equity World Social/Environmental	4,731
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	0.04%	Equity World Social/Environmental Climate Change	29
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	819
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.57%	Equity Europe	194
HSBC MSCI World UCITS ETF CHF hedged	0.07%	Equity World	48
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	4,414
Amundi Core MSCI World UCITS ETF USD Dist	0.07%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	311
Amundi MSCI Nordic UCITS ETF EUR (C)	4.00%	Equity Europe	253
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.44%	Equity Europe	1,309
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.76%	Equity Europe Multi-Factor Strategy	151
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.43%	Equity Europe	43
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	105
HSBC MSCI Europe UCITS ETF EUR	0.44%	Equity Europe	311
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	759
L&G Europe ex UK Equity UCITS ETF	0.60%	Equity Europe Social/Environmental	880
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.67%	Equity World Value	188
Amundi Prime Europe UCITS ETF DR (C)	0.46%	Equity Europe	144
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	7,468
VanEck World Equal Weight Screened UCITS ETF A	0.38%	Equity World Equal Weighted	1,113
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.07%	Equity World	1,456
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.34%	Equity Europe	48
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	25,806
HSBC MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	1,280
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	25
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.52%	Equity World Financials Social/Environmental	521
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	10.53%	Equity Europe Financials	76
SPDR MSCI Europe Financials UCITS ETF	1.90%	Equity Europe Financials	666
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.09%	Equity World Multi-Factor Strategy	139
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,477
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	50
Invesco FTSE RAFI Europe UCITS ETF Dist	0.31%	Equity Europe Fundamental/Quality	23
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.06%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.59%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.07%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	49
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.14%	Equity Europe Social/Environmental Climate Change	2,256
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	20,831
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.51%	Equity Europe Social/Environmental	4,486
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	938
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	1
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.42%	Equity Europe	252
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.09%	Equity World Multi-Factor Strategy	755
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.07%	Equity World	4,662
iShares MSCI Europe ex-UK UCITS ETF	0.58%	Equity Europe	1,298
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.29%	Equity Europe Social/Environmental Climate Change	12
Xtrackers MSCI Nordic UCITS ETF 1C	3.82%	Equity Europe	34
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	84
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C 1C	2.69%	Equity Europe Financials Social/Environmental	132
Xtrackers MSCI Europe UCITS ETF 1D	0.42%	Equity Europe	124
Amundi Prime Global UCITS ETF Dist	0.07%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	15,971
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	1,659
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.53%	Equity Europe Social/Environmental	30
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.07%	Equity World	463
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,225
UBS Core MSCI Europe UCITS ETF EUR acc	0.44%	Equity Europe	66
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.41%	Equity Europe Social/Environmental Climate Change	34
Amundi Prime All Country World UCITS ETF Dist	0.07%	Equity World	2,193
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.41%	Equity Europe	1,933
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.11%	Equity World Multi-Factor Strategy	626
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.51%	Equity Europe Social/Environmental	462
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.14%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	77
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,176
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.63%	Equity World Multi-Factor Strategy	1
Xtrackers MSCI Europe UCITS ETF 1C	0.42%	Equity Europe	6,636
SPDR MSCI Europe UCITS ETF	0.44%	Equity Europe	368
Xtrackers MSCI World Financials UCITS ETF 1C	0.41%	Equity World Financials	2,431
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	4,097
Xtrackers MSCI Nordic UCITS ETF 1D	3.82%	Equity Europe	847
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.57%	Equity Europe	1,015
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	261
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.26%	Equity World	1,079

Performance

Returns overview

YTD	+21.06%
1 month	+1.99%
3 months	+12.00%
6 months	+17.45%
1 year	+16.38%
3 years	+68.18%
5 years	+96.32%
Since inception (MAX)	+341.03%
2024	+15.59%
2023	+19.87%
2022	-18.54%
2021	+38.46%

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).