iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (GBP) | IWFMRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 27.9 | 14.3 | -17.9 | 11.6 | 21.0 | |
+/-Cat | 4.2 | -0.3 | 0.2 | -4.5 | 11.7 | |
+/-B’mrk | - | -3.8 | 1.1 | -10.8 | 11.0 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
Closing Price 18/04/2024 | GBX 5741.50 | |
Day Change | -0.11% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
Volume | 4933 | |
Exchange | LONDON STOCK EXCHANGE, THE | |
ISIN | IE00BP3QZ825 | |
Fund Size (Mil) 18/04/2024 | USD 1904.45 | |
Share Class Size (Mil) 18/04/2024 | USD 1904.45 | |
Ongoing Charge 31/01/2023 | 0.30% |
Investment Objective: iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (GBP) | IWFM |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 03/10/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World Momentum NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (GBP) | IWFM | 16/04/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 7.16 |
Meta Platforms Inc Class A | Communication Services | 6.07 |
Amazon.com Inc | Consumer Cyclical | 5.18 |
Broadcom Inc | Technology | 4.72 |
Microsoft Corp | Technology | 4.53 |
Increase Decrease New since last portfolio | ||
iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (GBP) | IWFM |