Bellway
ISIN GB0000904986
|WKN 869646
Overview
Description
Bellway Plc is a holding company, which engages in the house building business. Its activities include building and selling of new and second hand homes. The company was founded by Russell Bell, John Bell and John Thomas Bell in 1946 and is headquartered in Newcastle upon Tyne, the United Kingdom.
Consumer Cyclicals Miscellaneous Retail United Kingdom
Chart
Financials
Key metrics
| Market capitalisation, EUR | 3,434.94 m |
| EPS, EUR | - |
| P/B ratio | 0.82 |
| P/E ratio | 21.74 |
| Dividend yield | 2.26% |
Income statement (2024)
| Revenue, EUR | 2,775.81 m |
| Net income, EUR | 152.19 m |
| Profit margin | 5.48% |
What ETF is Bellway in?
There are 64 ETFs which contain Bellway. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bellway is the Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D).
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist | 0.06% | Equity World Fundamental/Quality | 538 | 0.38% | 677 | - | A401KR | IE00030Y2P41 |
| iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) | 0.04% | Equity Europe | 600 | 0.20% | 645 | +8.46% | A2QP4B | DE000A2QP4B6 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (GBP) A-dis | 0.40% | Equity United Kingdom Social/Environmental | 147 | 0.23% | 834 | +14.32% | A11477 | IE00BMP3HN93 |
| iShares MSCI UK Small Cap UCITS ETF (Acc) | 1.07% | Equity United Kingdom Small Cap | 225 | 0.58% | 188 | +10.58% | A0X8R9 | IE00B3VWLG82 |
| iShares MSCI UK IMI ESG Leaders UCITS ETF GBP (Dist) | 0.42% | Equity United Kingdom Social/Environmental | 154 | 0.15% | 34 | +11.54% | A2QGKT | IE00BMDBMH44 |
| iShares FTSE 250 UCITS ETF | 1.07% | Equity United Kingdom Mid Cap | 251 | 0.40% | 932 | +11.64% | A0CA55 | IE00B00FV128 |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.04% | Equity World Fundamental/Quality | 1,200 | 0.39% | 67 | +18.96% | A0M2EN | IE00B23LNQ02 |
| iShares STOXX Europe 600 UCITS ETF (DE) | 0.04% | Equity Europe | 600 | 0.20% | 6,091 | +8.37% | 263530 | DE0002635307 |
| Vanguard FTSE 250 UCITS ETF Distributing | 1.05% | Equity United Kingdom Mid Cap | 250 | 0.10% | 2,436 | +12.22% | A12CX0 | IE00BKX55Q28 |
| JPMorgan UK Equity Core UCITS ETF GBP (acc) | 0.43% | Equity United Kingdom | 162 | 0.25% | 252 | +14.45% | A3DMXR | IE0009YQE5W1 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.00% | Equity World Multi-Factor Strategy | 3,647 | 0.50% | 65 | +20.95% | WELT0B | IE000FPWSL69 |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Acc | 0.31% | Equity Europe Small Cap Climate Change | 832 | 0.23% | 113 | +7.82% | A2H566 | LU1681041544 |
| Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C | 0.08% | Equity Europe Social/Environmental | 271 | 0.30% | 8 | +9.35% | DBX0UR | IE000VMAR5O6 |
| L&G Europe ESG Exclusions Paris Aligned UCITS ETF EUR Accumulating | 0.05% | Equity Europe Social/Environmental Climate Change | 475 | 0.16% | 209 | +8.73% | A2PRHB | IE00BKLTRN76 |
| Xtrackers STOXX Europe 600 UCITS ETF 1C | 0.04% | Equity Europe | 603 | 0.20% | 2,567 | +8.20% | DBX1A7 | LU0328475792 |
| Invesco FTSE RAFI UK 100 UCITS ETF | 0.21% | Equity United Kingdom Fundamental/Quality | 96 | 0.39% | 13 | +15.28% | A0M2EL | IE00B23LNN70 |
| WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc | 0.06% | Equity World Fundamental/Quality | 538 | 0.43% | 5 | +12.50% | A3D10A | IE0007M3MLF3 |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD | 0.06% | Equity World Fundamental/Quality | 538 | 0.38% | 361 | +17.79% | A2AG1D | IE00BZ56RN96 |
| Invesco FTSE RAFI Europe UCITS ETF Dist | 0.05% | Equity Europe Fundamental/Quality | 486 | 0.39% | 10 | +8.98% | A0M2EC | IE00B23D8X81 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.04% | Equity World Multi-Factor Strategy | 1,094 | 0.40% | 3 | +21.30% | A2DR4L | LU1602145200 |
| Xtrackers MSCI UK ESG UCITS ETF 1D | 0.39% | Equity United Kingdom Social/Environmental | 132 | 0.18% | 504 | +16.43% | DBX1FA | LU0292097747 |
| Xtrackers FTSE 250 UCITS ETF 1D | 1.14% | Equity United Kingdom Mid Cap | 250 | 0.15% | 37 | +11.99% | DBX1F2 | LU0292097317 |
| JPMorgan UK Equity Core UCITS ETF GBP (dist) | 0.43% | Equity United Kingdom | 162 | 0.25% | 72 | +14.40% | A3DMXS | IE000TZT3JJ0 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc) | 0.00% | Equity World | 3,576 | 0.17% | 2,175 | +25.00% | A1JJTD | IE00B3YLTY66 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR EUR (D) | 0.37% | Equity United Kingdom Social/Environmental | 113 | 0.18% | 1 | +12.43% | A3CV84 | LU2368674631 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.01% | Equity World Social/Environmental | 5,774 | 0.24% | 407 | +26.93% | A2QL8V | IE00BNG8L385 |
| HSBC FTSE 250 UCITS ETF GBP | 1.07% | Equity United Kingdom Mid Cap | 251 | 0.35% | 62 | +11.64% | A1C196 | IE00B64PTF05 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Dist) | 0.00% | Equity World | 3,576 | 0.17% | 14 | - | A40F93 | IE000DD75KQ5 |
| Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D) | 1.82% | Equity United Kingdom Mid Cap | 146 | 0.05% | 185 | +10.38% | A2P6TK | LU2182388152 |
| Amundi Stoxx Europe 600 UCITS ETF Acc | 0.04% | Equity Europe | 606 | 0.07% | 8,568 | +8.43% | LYX0Q0 | LU0908500753 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.00% | Equity World Multi-Factor Strategy | 3,647 | 0.50% | 349 | +21.03% | WELT0A | IE0001UQQ933 |
| Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) | 0.05% | Equity Europe Social/Environmental | 481 | 0.18% | 780 | +8.36% | A2H57X | LU1681040223 |
| Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | 0.01% | Equity World Islamic Investing | 1,592 | 0.40% | 836 | +28.59% | A3C6Z0 | IE000UOXRAM8 |
| HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) | 0.13% | Equity World Small Cap | 1,144 | 0.25% | 59 | +14.91% | A3DUNV | IE000C692SN6 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.04% | Equity World Multi-Factor Strategy | 1,094 | 0.40% | 37 | +20.14% | A2DR4K | LU1602145119 |
| Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged | 0.04% | Equity Europe | 603 | 0.25% | 9 | +7.22% | DBX0QN | LU1772333404 |
| SPDR MSCI Europe Small Cap Value Weighted UCITS ETF | 0.50% | Equity Europe Small Cap | 844 | 0.30% | 208 | +4.03% | A12HU7 | IE00BSPLC298 |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 0.31% | Equity Europe Small Cap Climate Change | 832 | 0.23% | 81 | +6.32% | ETF045 | LU2572257470 |
| iShares UK Dividend UCITS ETF | 0.55% | Equity United Kingdom Dividend | 51 | 0.40% | 1,013 | +16.09% | A0HGV6 | IE00B0M63060 |
| iShares STOXX Europe Small 200 UCITS ETF (DE) | 0.68% | Equity Europe Small Cap | 200 | 0.20% | 850 | +3.84% | A0D8QZ | DE000A0D8QZ7 |
| iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) | 0.49% | Equity Europe Consumer Staples | 35 | 0.46% | 174 | +2.70% | A0H08N | DE000A0H08N1 |
| SPDR FTSE UK All Share UCITS ETF | 0.14% | Equity United Kingdom | 536 | 0.20% | 482 | +13.76% | A1JT1A | IE00B7452L46 |
| Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF | 0.07% | Equity Europe Social/Environmental Climate Change | 455 | 0.15% | 53 | +6.02% | A2P5CM | IE00BMDPBY65 |
| Vanguard FTSE 250 UCITS ETF (GBP) Accumulating | 1.05% | Equity United Kingdom Mid Cap | 250 | 0.10% | 901 | +12.05% | A2PFN5 | IE00BFMXVQ44 |
| SPDR FTSE UK All Share UCITS ETF | 0.14% | Equity United Kingdom | 536 | 0.20% | 108 | +13.73% | A2JHMP | IE00BD5FCF91 |
| Xtrackers Stoxx Europe 600 UCITS ETF 1D | 0.04% | Equity Europe | 603 | 0.07% | 322 | +8.39% | DBX0TR | LU2581375156 |
| SPDR MSCI Europe Small Cap UCITS ETF | 0.34% | Equity Europe Small Cap | 866 | 0.30% | 246 | +7.94% | A1191W | IE00BKWQ0M75 |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing | 0.05% | Equity Europe Social/Environmental | 1,027 | 0.12% | 21 | +9.17% | A3DJQ9 | IE000NRGX9M3 |
| iShares MSCI World Small Cap UCITS ETF | 0.05% | Equity World Small Cap | 3,321 | 0.35% | 4,796 | +16.96% | A2DWBY | IE00BF4RFH31 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR EUR (C) | 0.37% | Equity United Kingdom Social/Environmental | 113 | 0.18% | 42 | +15.82% | A2ATZS | LU1437025023 |
| Xtrackers MSCI Europe Small Cap UCITS ETF 1C | 0.31% | Equity Europe Small Cap | 873 | 0.30% | 1,966 | +4.94% | DBX1AU | LU0322253906 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to CHF) A-dis | 0.40% | Equity United Kingdom Social/Environmental | 147 | 0.26% | 10 | +9.38% | A141GX | IE00BZ0RTB90 |
| WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist | 0.06% | Equity World Fundamental/Quality | 538 | 0.43% | 1 | +18.52% | A3D88W | IE000LRRPK60 |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc | 0.06% | Equity World Fundamental/Quality | 538 | 0.38% | 702 | +17.81% | A2AG1E | IE00BZ56SW52 |
| SPDR MSCI World Small Cap UCITS ETF | 0.06% | Equity World Small Cap | 3,545 | 0.45% | 890 | +16.42% | A1W56P | IE00BCBJG560 |
| Amundi UK Equity All Cap UCITS ETF Dist | 0.16% | Equity United Kingdom | 244 | 0.04% | 537 | +14.01% | LYX0YA | LU1781541096 |
| Amundi STOXX Europe 600 ESG II UCITS ETF Dist | 0.06% | Equity Europe Social/Environmental | 478 | 0.19% | 35 | +7.69% | ETF960 | DE000ETF9603 |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating | 0.05% | Equity Europe Social/Environmental | 1,027 | 0.12% | 91 | +9.09% | A3DJTF | IE000QUOSE01 |
| Amundi Stoxx Europe 600 UCITS ETF - EUR Hedged Dist | 0.04% | Equity Europe | 606 | 0.15% | 107 | +6.95% | LYX0WH | LU1574142243 |
| Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) | 0.19% | Equity Europe Equal Weighted | 479 | 0.30% | 111 | +4.37% | A1JH12 | LU0599613147 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.03% | Equity World Small Cap | 2,278 | 0.35% | 59 | +16.12% | A3C14G | IE000T9EOCL3 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR GBP (C) | 0.37% | Equity United Kingdom Social/Environmental | 113 | 0.18% | 40 | +12.41% | A2ATZT | LU1437025296 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.01% | Equity World Social/Environmental | 5,774 | 0.24% | 450 | +26.57% | A2QL8U | IE00BNG8L278 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to EUR) A-acc | 0.40% | Equity United Kingdom Social/Environmental | 147 | 0.26% | 87 | +10.82% | A2AH51 | IE00BYNQMK61 |
Performance
Returns overview
| YTD | -6.60% |
| 1 month | -1.14% |
| 3 months | -23.00% |
| 6 months | -6.38% |
| 1 year | -5.80% |
| 3 years | -24.44% |
| 5 years | - |
| Since inception (MAX) | -5.43% |
| 2023 | +32.85% |
| 2022 | -42.75% |
| 2021 | +11.63% |
| 2020 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 25.71% |
| Volatility 3 years | 28.04% |
| Volatility 5 years | - |
| Return per risk 1 year | -0.22 |
| Return per risk 3 years | -0.32 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -29.37% |
| Maximum drawdown 3 years | -52.48% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -56.35% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.