iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc) | IFSU

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)
          | 
          IFSU
Fund25.5-5.510.424.24.3
+/-Cat-0.74.0-6.81.00.3
+/-B’mrk-1.64.3-8.7-2.60.4
 
Key Stats
Closing Price
11/02/2025
 USD 13.57
Day Change -0.15%
Morningstar Category™ US Large-Cap Blend Equity
Volume 3822
Exchange LONDON STOCK EXCHANGE, THE
ISIN IE00BZ0PKS76
Fund Size (Mil)
11/02/2025
 USD 70.75
Share Class Size (Mil)
11/02/2025
 USD 68.95
Ongoing Charge
22/01/2025
  0.20%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Investment Objective: iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc) | IFSU
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 STOXX US Equity Factor Screened.
Returns
Trailing Returns (GBP)11/02/2025
YTD5.41
3 Years Annualised13.67
5 Years Annualised11.83
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
-
-
Inception Date
04/09/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
STOXX US Equity Factor Screened EURMorningstar US Large-Mid 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 STOXX USA Equity Multifactor UCITS ETF USD (Acc) | IFSU07/02/2025
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.940.0099.94
Bond0.000.000.00
Property0.000.000.00
Cash0.290.230.06
Other0.000.000.00
Top 5 Regions%
United States98.54
Latin America1.33
United Kingdom0.05
Middle East0.02
Europe - ex Euro0.02
Top 5 Sectors%
Technology36.35
Consumer Cyclical12.23
Financial Services12.13
Healthcare10.39
Communication Services9.30
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology6.17
NVIDIA CorpTechnologyTechnology5.94
Apple IncTechnologyTechnology5.89
Alphabet Inc Class CCommunication ServicesCommunication Services3.60
Broadcom IncTechnologyTechnology3.27
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc) | IFSU

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