About IWDA ETF
Overview: iShares Core MSCI World UCITS ETF aims to track the performance of the MSCI World Index and gives broad exposure to a wide range of global companies in 23 developed countries. This ETF is ideal for investors seeking long term growth. About the Fund Manager: Founded in 1988, Blackrock is the largest asset manager in the world managing US$6.44T. 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. Sector: This ETF is invested in Consumer Financials (16%), Information Technology (16%), Health Care (13%), Industrials (11%), Consumer Discretionary (11%), Consumer Staples (8%), Communication (8%), Energy (6%), Materials (5%), Utilities (3%) and Real Estate (3%). Investment Strategy: This ETF track the performance of MSCI World Index and allows an investor to gain broad exposure to a wide range of global companies in 23 developed countries by covering 85% of listed equities in each country. Geography: This ETF has invested 62% Assets in US, 8% in Japan, 6% in UK, 4% in France, 4% in Canada, 3% in Switzerland, 3% in Germany, 3% in Australia, 1% in Hong Kong, 1% in Netherlands and 5% in other developed countries. Recommended for: Growth
Returns
Performance | YTD | 1Y | 3Y | 5Y | 10Y |
---|---|---|---|---|---|
Blackrock World UCITS | 3.27% | 27.77% | 12.19% | 13.87% | 9.60% |
Asset Class
Asset type breakdown
IWDA Holdings - Top 10
Namei | Weightage (%) | |
---|---|---|
Apple Inc | 4.40% | |
Microsoft Corporation | 3.13% | |
Amazon.com, Inc | 2.66% | |
Facebook, Inc | 1.26% | |
Alphabet Inc | 1.02% | |
Tesla, Inc | 0.95% | |
Johnson & Johnson | 0.79% | |
JPMorgan Chase & Co | 0.76% | |
Visa Inc | 0.68% | |
The Procter & Gamble Company | 0.67% |
IWDA Sectors/Industry Breakdown
Sectori | % of market value | |
---|---|---|
Technology | 19.48% | |
Financial Services | 15.75% | |
Healthcare | 12.54% | |
Consumer Cyclicals | 11.30% | |
Industrials | 10.69% | |
Communication Services | 9.62% | |
Consumer Defensive | 7.26% | |
Basic Materials | 4.43% | |
Energy | 3.38% | |
Utilities | 2.83% | |
Real Estate | 2.70% |
IWDA Countries
Countryi | % of market value | |
---|---|---|
North America | 68.40% | |
Europe Developed | 14.88% | |
Japan | 7.78% | |
United Kingdom | 4.75% | |
Australasia | 2.31% | |
Asia Developed | 1.40% | |
Asia Emerging | 0.18% | |
Africa/Middle East | 0.17% | |
Latin America | 0.14% |
Projected Returns
Returnsbased on historic SIP returns of 6.44% per annum
IWDA Summary Data
Average Mkt Cap Mil | $ | i |
Symbol | IWDA | |
Exchange | XLON |
Asset class | Equity |
IWDA Portfolio Data & Volatility Analysis
Net Expense Ratio | 0.2 | i |
Beta | 1.01 | i |
Valuations Rates Portfolio PE | 19.67979 | i |
3 Year Standard Deviation | 18.2 | i |
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.