iShares
USGH.L
IE000IX54FW5
iShares US Equity Enhanced Active UCITS ETF
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About this ETF

The ETF invests at least 70 per cent in US equities. 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. Currency hedged to British Pound (GBP).

TER
0.2%

Total Expense Ratio per year

Fund Size
€2.09B

Assets under management

Holdings
307

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.62
Weighted Fwd P/E
17.97
💰 Revenue Estimates
Current Year CY
+25.97% ⌀ 33 Analysts Coverage
Next Year NY
+19.6% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+44.86% ⌀ 31 Analysts Coverage
Next Year NY
+38.88% ⌀ 32 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
04/15/2025 (1 yr)
Region
-
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
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 39% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 40% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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