IE00000EF730
IE00000EF730
iShares Europe Equity Enhanced Active UCITS ETF
Loading chart...
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
Related ETFs
BNP PARIBAS EASY MSCI EUROPE MIN TE [UCITS ETF, C]
20.24 EUR
TER 0.15% 1Y +11.6%
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
07/31/2024 (2 yrs)
Index Group
iShares Europe Equity Enhanced Active Region
Europe Country
-
Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 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).