iShares
WINA.AS
IE0000P0RPE6
iShares World Equity High Income Active UCITS ETF
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About this ETF

The ETF invests in companies from developed markets worldwide. Title selection is based on quantitative (mathematical or statistical) forecast models and ESG criteria. Furthermore, the ETF aims to generate additional income by selling call options and buying futures on developed market large and mid cap indices.

TER
0.35%

Total Expense Ratio per year

Fund Size
€630.05M

Assets under management

Holdings
473

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
20.46
Weighted Fwd P/E
17.2
💰 Revenue Estimates
Current Year CY
+20.12% ⌀ 26 Analysts Coverage
Next Year NY
+13.43% ⌀ 26 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+35.62% ⌀ 25 Analysts Coverage
Next Year NY
+30.54% ⌀ 25 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
03/22/2024 (2 yrs)
Region
World
Country
-
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
92/100 High (Broad Diversification)
Diversification Score
92/100 High (Broad Diversification)
3Y Volatility
12.2% p.a.
Max Drawdown (3Y)
-14.7%
Sharpe Ratio (3Y)
1.20
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated Regulatory & Policy Risk: 47% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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