SPDR S&P 500 ESG Leaders UCITS ETF | 500XRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 15.7 | 29.8 | -8.2 | 23.2 | 11.2 | |
+/-Cat | 1.6 | 3.5 | 1.2 | 6.0 | 0.3 | |
+/-B’mrk | -1.0 | 2.7 | 1.6 | 4.1 | -0.2 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
Closing Price 26/04/2024 | USD 36.15 | |
Day Change | -0.54% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
Volume | 228956 | |
Exchange | SWISS EXCHANGE | |
ISIN | IE00BH4GPZ28 | |
Fund Size (Mil) 25/04/2024 | USD 2374.07 | |
Share Class Size (Mil) 25/04/2024 | USD 2374.07 | |
Ongoing Charge 22/12/2023 | 0.03% |
Investment Objective: SPDR S&P 500 ESG Leaders UCITS ETF | 500X |
The objective of the Fund is to track the U.S. equity market performance of large cap equity securities. The investment policy of the Fund is to track the performance of the Index as closely as possible, while seeking to minimise as far as possible the tracking difference between the Fund’s performance and that of the Index. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 02/12/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 ESG TR USD | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for SPDR S&P 500 ESG Leaders UCITS ETF | 500X | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.48 |
NVIDIA Corp | Technology | 8.69 |
Apple Inc | Technology | 7.43 |
Amazon.com Inc | Consumer Cyclical | 6.39 |
Alphabet Inc Class A | Communication Services | 3.01 |
Increase Decrease New since last portfolio | ||
SPDR S&P 500 ESG Leaders UCITS ETF | 500X |