IE00BDZZTM54
IE00BDZZTM54
iShares MSCI World SRI UCITS ETF
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About this ETF
The iShares MSCI World SRI UCITS ETF USD (Dist) seeks to track the MSCI World SRI Select Reduced Fossil Fuels index. The MSCI World SRI Select Reduced Fossil Fuels index tracks stocks from developed markets, selected by ESG criteria and avoiding companies incompatible with values screen or having exposure to fossil fuels through extraction and production activities, power generation activities or reserves ownership. The weight of each company is capped to 5%.
TER
0.2%
Total Expense Ratio per year
Fund Size
€9.65B
Assets under management
Holdings
372
Underlying equities
Dividend Yield
1.2%
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
22.64
Weighted Fwd P/E
17.74
💰 Revenue Estimates
Current Year CY
+20.34% ⌀ 25 Analysts Coverage
Next Year NY
+15.68% ⌀ 25 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+27.18% ⌀ 25 Analysts Coverage
Next Year NY
+40.7% ⌀ 25 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
10/12/2017 (8 yrs)
Index Group
MSCI World Region
World Country
-
Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Distributing Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 90/100 High (Broad Diversification)
Diversification Score
90/100 High (Broad Diversification)
5Y Volatility
16.4% p.a.
Max Drawdown (5Y)
-30.1%
Sharpe Ratio (5Y)
0.31
Beta Factor
1.05
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 33% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 37% in heavily regulated industries (defense, regulated utilities, healthcare policy).