IE000L5NW549
IE000L5NW549
iShares MSCI World Momentum Factor Advanced UCITS ETF
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About this ETF
The iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc) seeks to track the MSCI World Momentum Advanced Select index. The MSCI World Momentum Advanced Select index tracks stocks from developed countries worldwide which are selected according to the momentum factor strategy and ESG criteria (environmental, social and corporate governance). The parent index is the MSCI World index.
TER
0.25%
Total Expense Ratio per year
Fund Size
€272.17M
Assets under management
Holdings
174
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
21.28
Weighted Fwd P/E
16.66
💰 Revenue Estimates
Current Year CY
+21.49% ⌀ 23 Analysts Coverage
Next Year NY
+15.46% ⌀ 23 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+50.72% ⌀ 22 Analysts Coverage
Next Year NY
+16.99% ⌀ 23 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
10/27/2021 (4 yrs)
Index Group
MSCI World Region
World Country
-
Sector
-
Strategy
Momentum Strategy Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 89/100 High (Broad Diversification)
Diversification Score
89/100 High (Broad Diversification)
5Y Volatility
18.3% p.a.
Max Drawdown (5Y)
-31.7%
Sharpe Ratio (5Y)
0.41
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Elevated Economic Cyclicality: 50% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Regulatory & Policy Risk: 46% in heavily regulated industries (defense, regulated utilities, healthcare policy).