iShares
IE00BMZ17W23.SG
IE00BMZ17W23
iShares MSCI World SRI UCITS ETF
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About this ETF

The iShares MSCI World SRI UCITS ETF EUR Hedged (Dist) seeks to track the MSCI World SRI Select Reduced Fossil Fuels (EUR Hedged) index. The MSCI World SRI Select Reduced Fossil Fuels (EUR Hedged) index tracks stocks from developed markets, selected by ESG criteria and avoiding companies incompatible with values screen or having exposure to fossil fuels through extraction and production activities, power generation activities or reserves ownership. The weight of each company is capped to 5%. Currency hedged to Euro (EUR).

TER
0.23%

Total Expense Ratio per year

Fund Size
€10.81B

Assets under management

Holdings
372

Underlying equities

Dividend Yield
-

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
22.22
Weighted Fwd P/E
17.78
💰 Revenue Estimates
Current Year CY
+20.39% ⌀ 25 Analysts Coverage
Next Year NY
+15.22% ⌀ 25 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+26.97% ⌀ 25 Analysts Coverage
Next Year NY
+39.43% ⌀ 25 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
10/12/2020 (5 yrs)
Index Group
MSCI World
Region
World
Country
-
Sector
-
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

—
90/100 High (Broad Diversification)
Diversification Score
90/100 High (Broad Diversification)
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 33% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 37% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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