iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) | IWMORegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 24.0 | 15.4 | -7.5 | 5.3 | 17.2 | |
+/-Cat | 0.3 | 0.8 | 10.6 | -10.8 | 11.1 | |
+/-B’mrk | - | -2.7 | 11.4 | -17.0 | 10.2 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
Closing Price 15/05/2024 | USD 74.58 | |
Day Change | 1.30% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
Volume | 14053 | |
Exchange | LONDON STOCK EXCHANGE, THE | |
ISIN | IE00BP3QZ825 | |
Fund Size (Mil) 15/05/2024 | USD 1931.90 | |
Share Class Size (Mil) 15/05/2024 | USD 1931.90 | |
Ongoing Charge 31/01/2023 | 0.30% |
Investment Objective: iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) | IWMO |
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 World Momentum Index. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 03/10/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World Momentum NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) | IWMO | 13/05/2024 |
|
|
Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 7.31 |
Meta Platforms Inc Class A | Communication Services | 5.61 |
Amazon.com Inc | Consumer Cyclical | 5.20 |
Broadcom Inc | Technology | 4.70 |
Microsoft Corp | Technology | 4.46 |
Increase Decrease New since last portfolio | ||
iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) | IWMO |