SRIW:LSE:LSE-UBS (Irl) ETF plc – MSCI World Socially Responsible UCITS ETF (USD) A-dis GBP (GBX)

ETF | Others |

Last Closing

USD 1608

Change

-3.10 (-0.19)%

Market Cap

USD 0.28B

Volume

2.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment policy of the Fund is to seek to track the performance of the MSCI World SRI Low Carbon Select 5% Issuer Capped Index, (or any other index determined by the Directors from time to time to track substantially the same market as the MSCI World SRI Low Carbon Select 5% Issuer Capped Index and which is considered by the Directors to be an appropriate index for the Fund to track, in accordance with the Prospectus (the Index)), as closely as possible, while seeking to minimise as far as possible the difference in performance between the Fund and the Index. The Fund seeks to achieve the objective by tracking the Index and, with regard to ESG criteria, giving exposure to global companies with high ESG ratings and to exclude the ones with negative social or environmental impact (the Fund Investment Universe)

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-04 )

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0R1G:LSE Home Depot Inc.

N/A

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PRJU:LSE Amundi Index Solutions - Amund..

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0QZ3:LSE Qualcomm Inc.

-0.31 (-0.19%)

USD 202.26B

ETFs Containing SRIW:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.91% 66% D+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.91% 66% D+ 65% D
Trailing 12 Months  
Capital Gain 20.98% 70% C- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.98% 70% C- 67% D+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 8.82% 61% D- 65% D
Dividend Return 8.82% 60% D- 64% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 8.79% 72% C 84% B
Risk Adjusted Return 100.35% 93% A 96% N/A
Market Capitalization 0.28B 65% D 37% F

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike