IE0009Y1MQJ2
IE0009Y1MQJ2
iShares World Equity Factor Rotation Active UCITS ETF
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About this ETF
The ETF invests in companies from developed markets worldwide. Title selection is based on a factor rotation model. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).
TER
0.3%
Total Expense Ratio per year
Fund Size
€229.73M
Assets under management
Holdings
402
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
20.05
Weighted Fwd P/E
17.26
💰 Revenue Estimates
Current Year CY
+22.54% ⌀ 27 Analysts Coverage
Next Year NY
+16.29% ⌀ 27 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+39.03% ⌀ 26 Analysts Coverage
Next Year NY
+29.8% ⌀ 27 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
01/16/2025 (1 yr)
Index Group
iShares World Equity Factor Rotation Active Region
World Country
-
Sector
-
Strategy
Multi Factor Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
7/7 Very High
Diversification Score: 90/100 High (Broad Diversification)
Diversification Score
90/100 High (Broad Diversification)
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 32% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 46% in heavily regulated industries (defense, regulated utilities, healthcare policy).