Blackrock S&P 500 Financials Sector UCITS | IUFS

Medium RiskEquity
Blackrock S&P 500 Financials Sector UCITS
Issued by:iShares by Blackrock
Exchange : LSE
Unit Price (NAV) :
$
Minimum investment: 199 units
Share
Compare
Share
Compare
Blackrock S&P 500 Financials Sector UCITS | IUFS

Blackrock S&P 500 Financials Sector UCITS | IUFS

About IUFS ETF

Overview: Blackrock Financials UCITS ETF is an exchange-traded fund incorporated in Ireland that aims to track the performance of the S&P 500 Capped 35/20 Financials Index and is managed by BlackRock which is the largest asset manager in the world managing over USD 6 trillion. By far the easiest way to get around US withholding tax is to buy Irish domiciled ETFs. The US has various income tax treaties with countries in order to avoid double taxation of the same income and to prevent tax evasion. In particular, there is a US-Ireland tax treaty that reduces withholding tax from the standard 30% to 15%. About the Fund Manager: Founded in 1988, Blackrock is the largest asset manager in the world managing $6.28T. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries. Due to its power and the sheer size and scope of its financial assets and activities, BlackRock has been called the world's largest shadow bank. Investment Strategy: Blackrock Financials UCITS ETF is an exchange-traded fund incorporated in Ireland that aims to track the performance of the S&P 500 Capped 35/20 Financials Index. Sector: IUHC has invested 100% of its Assets in Financials. Geography: IUHC has invested 100% of its Assets in the US. Recommended for: Growth Additional Information: https://www.ishares.com/uk/individual/en/literature/fact-sheet/iufs-ishares-s-p-500-financials-sector-ucits-etf-fund-fact-sheet-en-gb.pdf How did we identify this ETF: A complete pool of 2100+ ETFs are screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta and R-Squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the inhouse research / quant analysts team. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far.

Returns

PerformanceYTD actual1Y p.a3Y p.a5Y p.a
Blackrock S&P 500 Financials Sector UCITS16.14%26.95%8.19%15.53%

Asset Class

Asset type breakdown
Stock US96.98%
Stock non-US2.78%
Cash0.23%
Bond0.01%

IUFS Holdings - Top 10

NameiWeightage (%)
Berkshire Hathaway Inc12.95%
JPMorgan Chase & Co11.30%
Bank of America Corporation7.08%
Wells Fargo & Company4.62%
Morgan Stanley3.48%
Citigroup Inc3.43%
The Goldman Sachs Group, Inc3.10%
BlackRock, Inc3.06%
American Express Company2.74%
The Charles Schwab Corporation2.55%

IUFS Sectors/Industry Breakdown

Sectori% of market value
Financial Services100%

IUFS Countries

Countryi% of market value
North America97.22%
Europe Developed2.02%
United Kingdom0.77%

Returns Calculator

Investment ofper month
gives returns of :
at 9.50% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returnsbased on historic SIP returns of 9.50% per annum
$
$
$+ 9.50

IUFS Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol IUFS
Exchange XLON
Asset class Equity

IUFS Key Metrics

Net Expense Ratio 0.15i
Beta 1i
Valuations Rates Portfolio PE 14.8661i
3 Year Standard Deviation 24.6i

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock S&P 500 Financials Sector UCITS | IUFS