iShares Edge MSCI World Value Factor UCITS ETF USD (Acc)
0.30%
7.7B
7,716M USDMedium
1,424
Physical
Accumulating
USD
IE
MSCI World Enhanced Value
iShares
2014-10-03 (11 years)
With 7.7B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.30% is in line with the market average (~0.35%).
Launched in 2014-10-03, this fund has 11 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +3.6% |
| 3 Months (est.) | — | +11.1% |
| 6 Months (est.) | — | +23.4% |
| YTD (est.) | — | +19.2% |
| 1 Year | +52.4% | +52.4% |
| 3 Years | +26.5% | +102.6% |
| 5 Years | +16.2% | +111.8% |
| Since inception (11y) | +31.7% | +1966.3% |
1,424
62.2%
19.0%
16.0%
16.3%
2.38
1.37
0.80
0.30%
-22.1%
0.80
16.3%
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The iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) tracks the MSCI World Enhanced Value index. It is managed by iShares using physical replication and follows a accumulating distribution policy. The fund is denominated in USD and domiciled in IE. It has a total expense ratio (TER) of 0.30%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.