iShares MSCI USA SRI UCITS ETF USD (Acc) | SUASRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 22.4 | 31.7 | -8.5 | 16.9 | 7.0 | |
+/-Cat | 8.3 | 5.4 | 0.9 | -0.3 | -4.0 | |
+/-B’mrk | 5.7 | 4.6 | 1.3 | -2.2 | -4.5 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
Closing Price 24/04/2024 | USD 14.30 | |
Day Change | 0.24% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
Volume | 129671 | |
Exchange | LONDON STOCK EXCHANGE, THE | |
ISIN | IE00BYVJRR92 | |
Fund Size (Mil) 23/04/2024 | USD 7168.58 | |
Share Class Size (Mil) 23/04/2024 | USD 6174.13 | |
Ongoing Charge 31/01/2023 | 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. |
Morningstar Research |
Investment Objective: iShares MSCI USA SRI UCITS ETF USD (Acc) | SUAS |
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 USA SRI Select Reduced Fossil Fuel Index. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 11/07/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI USA SRI SEL RED FOSSIL FUEL NR USD | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for iShares MSCI USA SRI UCITS ETF USD (Acc) | SUAS | 22/04/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.57 |
The Home Depot Inc | Consumer Cyclical | 4.09 |
Tesla Inc | Consumer Cyclical | 3.27 |
Coca-Cola Co | Consumer Defensive | 3.04 |
PepsiCo Inc | Consumer Defensive | 2.97 |
Increase Decrease New since last portfolio | ||
iShares MSCI USA SRI UCITS ETF USD (Acc) | SUAS |