IESE:SW:SW-iShares MSCI Europe SRI UCITS ETF EUR (Acc) EUR (EUR)

ETF | Others |

Last Closing

USD 67.7

Change

0.00 (0.00)%

Market Cap

USD 3.60B

Volume

1.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI Europe SRI Select Reduced Fossil Fuel Index.In order to achieve its investment objective, the investment policy of this Fund is to invest in a portfolio of equity securities that so far as possible and practicable consists of the component securities of the MSCI Europe SRI Select Reduced Fossil Fuel Index, this Fund"s Benchmark Index. The Fund intends to use optimisation techniques in order to achieve a similar return to the Benchmark Index and it is therefore not expected that the Fund will hold each and every underlying constituent of the Benchmark Index at all times or hold them in the same proportion as their weightings in the Benchmark Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Others

ETFs Containing IESE:SW

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 5.09% 36% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.09% 34% F 37% F
Trailing 12 Months  
Capital Gain 5.72% 39% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.72% 36% F 39% F
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 7.23% 65% D 66% D+
Dividend Return 7.23% 65% D 66% D+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.74% 56% F 61% D-
Risk Adjusted Return 93.37% 84% B 86% B+
Market Capitalization 3.60B 88% B+ 84% B

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike