iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) | IWMO

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Performance History30/04/2024
Growth of 1,000 (GBP) Advanced Graph
iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc)
          | 
          IWMO
Fund24.015.4-7.55.317.2
+/-Cat0.30.810.6-10.811.1
+/-B’mrk--2.711.4-17.010.2
 
Key Stats
Closing Price
24/05/2024
 USD 75.85
Day Change 0.57%
Morningstar Category™ Global Large-Cap Growth Equity
Volume 14053
Exchange LONDON STOCK EXCHANGE, THE
ISIN IE00BP3QZ825
Fund Size (Mil)
24/05/2024
 USD 1964.39
Share Class Size (Mil)
24/05/2024
 USD 1964.39
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
Trailing Returns (GBP)24/05/2024
YTD22.93
3 Years Annualised10.84
5 Years Annualised12.80
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
-
-
Inception Date
03/10/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World Momentum NR USDMorningstar Gbl Growth TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) | IWMO23/05/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.280.0099.28
Bond0.000.000.00
Property0.000.000.00
Cash0.570.090.48
Other0.230.000.23
Top 5 Regions%
United States66.22
Japan16.08
Eurozone7.22
Europe - ex Euro5.47
United Kingdom2.26
Top 5 Sectors%
Technology33.36
Communication Services12.85
Industrials12.33
Consumer Cyclical11.87
Financial Services10.12
Top 5 HoldingsSector%
NVIDIA CorpTechnologyTechnology8.17
Meta Platforms Inc Class ACommunication ServicesCommunication Services5.43
Amazon.com IncConsumer CyclicalConsumer Cyclical4.91
Broadcom IncTechnologyTechnology4.76
Eli Lilly and CoHealthcareHealthcare4.55
iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) | IWMO

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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