iShares
EUEE.DE
IE00000EF730
iShares Europe Equity Enhanced Active UCITS ETF
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About this ETF

The ETF invests at least 70 per cent in equities from Europe. Up to 30 per cent of assets can be invested in private equity instruments, fixed-interest securities with an investment grade rating and money market instruments. Securities are selected based on sustainability criteria and a quantitative investment model.

TER
0.25%

Total Expense Ratio per year

Fund Size
€653.94M

Assets under management

Holdings
258

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
16.98
Weighted Fwd P/E
17.26
💰 Revenue Estimates
Current Year CY
+10.73% ⌀ 17 Analysts Coverage
Next Year NY
+7.54% ⌀ 17 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+41.26% ⌀ 16 Analysts Coverage
Next Year NY
+12.3% ⌀ 17 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
07/31/2024 (2 yrs)
Region
Europe
Country
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
13.4% p.a.
Max Drawdown (3Y)
-16.2%
Sharpe Ratio (3Y)
0.97
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (16.3 analysts)
⚠️ Elevated Economic Cyclicality: 51% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 36% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 56% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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