Halma Plc

ISIN GB0004052071

WKN 865047

Market cap (in EUR)

13,483.88 m

Country

United Kingdom

Sector

Industrials

Dividend yield

0.74%

Overview

Quote

Description

Halma Plc is a holding company which engages in the development, production and sale of hazard and life protection products. It operates through the following segments: Process Safety, Infrastructure Safety, Medical, and Environmental and Analysis. The Process Safety segment offers products to protect people and assets at work such as interlocks that control critical processes safely; instruments that detect flammable and hazardous gases; explosion protection and pressure relief systems, and corrosion monitoring products. The Infrastructure Safety segment offers life protection in infrastructure and for save movement such as fire detection systems, smoke detectors, fire suppression, people and vehicle flow solutions, security solutions, and elevator safety products. The Medical segment specializes in devices that assess eye health, assist with eye surgery and primary care applications, critical fluidic components used by medical diagnostic original equipment manufacturers, and laboratories; sensor technologies used in hospitals to track assets and support patient and staff safety. The Environmental and Analysis segment relates to products and technologies for analysis in environmental safety and life sciences markets such as opto-electronic technology and sensors. The company was founded in 1894 and is headquartered in Amersham, the United Kingdom.

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Industrials Industrial Manufacturing Machinery Manufacturing United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	13,483.88 m
EPS, EUR	-
P/B ratio	6.49
P/E ratio	39.37
Dividend yield	0.74%

Income statement (2023)

Revenue, EUR	2,357.46 m
Net income, EUR	311.53 m
Profit margin	13.21%

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What ETF is Halma Plc in?

There are 244 ETFs which contain Halma Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Halma Plc is the iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc)	0.11%	Equity Europe	16
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	333
iShares MSCI UK IMI Leaders UCITS ETF GBP (Dist)	1.29%	Equity United Kingdom Social/Environmental	40
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.48%	Equity United Kingdom	165
iShares STOXX Europe Large 200 UCITS ETF (DE)	0.13%	Equity Europe Large Cap	110
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.11%	Equity Europe	10,564
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	492
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.12%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI Europe UCITS ETF EUR dis	0.12%	Equity Europe	405
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	20
Xtrackers MSCI World ex USA UCITS ETF 1C	0.07%	Equity World	1,870
Rize Sustainable Future of Food UCITS ETF	1.83%	Equity World Social/Environmental Future of Food	78
JPMorgan UK Equity Core UCITS ETF GBP (acc)	0.51%	Equity United Kingdom	339
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.51%	Equity United Kingdom	425
iShares MSCI UK UCITS ETF (Acc)	0.50%	Equity United Kingdom	102
Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C	0.24%	Equity Europe Social/Environmental	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	584
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.41%	Equity Europe Social/Environmental Climate Change	25
UBS ETF (LU) MSCI World ex USA Index Fund UCITS ETF (USD) A-acc	0.07%	Equity World	-
HSBC MSCI Europe Islamic Screened UCITS ETF EUR (Acc)	0.68%	Equity Europe Social/Environmental Islamic Investing	60
Deka MSCI World Climate Change ESG UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	1,161
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	47
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	441
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.21%	Equity Europe Social/Environmental Climate Change	51
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.48%	Equity United Kingdom	1,906
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.10%	Equity Europe Social/Environmental Climate Change	114
Amundi Stoxx Europe 600 UCITS ETF Acc	0.12%	Equity Europe	11,661
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.14%	Equity Europe Social/Environmental	968
Amundi MSCI Europe II UCITS ETF Acc	0.13%	Equity Europe	732
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.11%	Equity Europe	9
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	2.00%	Equity United Kingdom Social/Environmental Climate Change	40
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	347
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	60
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.48%	Equity United Kingdom	2,794
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	5
SPDR FTSE UK All Share UCITS ETF	0.44%	Equity United Kingdom	121
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	3,973
Xtrackers MSCI World ESG UCITS ETF 1C	0.04%	Equity World Social/Environmental	4,720
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (D)	0.03%	Equity World Technology Social/Environmental	50
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.10%	Equity World Social/Environmental Climate Change	104
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	1,610
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	308
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.44%	Equity United Kingdom Multi-Factor Strategy	8
iShares MSCI Europe Mid Cap UCITS ETF	0.69%	Equity Europe Mid Cap	12
L&G Clean Water UCITS ETF	2.06%	Equity World Social/Environmental Water	464
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.11%	Equity Europe	8,937
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.15%	Equity Europe Social/Environmental	131
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.48%	Equity United Kingdom	14,150
BNP Paribas Easy Sustainable Europe UCITS ETF Acc	0.12%	Equity Europe Social/Environmental	6
Amundi Prime Europe UCITS ETF DR (D)	0.12%	Equity Europe	92
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.08%	Equity Europe Social/Environmental	107
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.27%	Equity Europe Social/Environmental	1,408
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.10%	Equity World Social/Environmental Climate Change	467
Amundi Index ETF MSCI Europe UCITS ETF DR (C)	0.12%	Equity Europe	2,814
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	2.00%	Equity United Kingdom Social/Environmental Climate Change	15
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	0.11%	Equity Europe	689
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	261
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	816
iShares STOXX Europe 600 UCITS ETF (DE)	0.11%	Equity Europe	7,632
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	10,563
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.25%	Equity Europe Growth	74
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	500
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	1,837
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	199
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.41%	Equity Europe Social/Environmental Climate Change	544
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	55
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.48%	Equity United Kingdom	24
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	48
Xtrackers MSCI UK ESG UCITS ETF 1D	1.13%	Equity United Kingdom Social/Environmental	527
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	29
JPMorgan UK Equity Core UCITS ETF GBP (dist)	0.51%	Equity United Kingdom	79
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	849
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	2.00%	Equity United Kingdom Social/Environmental	1
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.12%	Equity Europe Social/Environmental	1
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	12
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental Climate Change	22
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.04%	Equity World Social/Environmental	466
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	887
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.51%	Equity United Kingdom	104
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	88
Amundi MSCI World UCITS ETF Acc	0.02%	Equity World	8,630
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.12%	Equity Europe	32
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A)	0.03%	Equity World Technology Social/Environmental	366
IndexIQ Factors Sustainable Europe Equity UCITS ETF	0.11%	Equity Europe Social/Environmental	152
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	12
HSBC UK Screened Equity UCITS ETF GBP (Dist)	1.56%	Equity United Kingdom Social/Environmental	12
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	451
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.23%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.12%	Equity Europe	70
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	91,950
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.11%	Equity Europe	736
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.14%	Equity World Fundamental/Quality	-
iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc)	2.33%	Equity Europe Technology	527
Amundi Index MSCI Europe UCITS ETF DR EUR (D)	0.12%	Equity Europe	533
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	438
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	16,340
SPDR MSCI Europe Climate Paris Aligned UCITS ETF EUR Unhedged (Acc)	0.24%	Equity Europe Social/Environmental Climate Change	13
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.12%	Equity United Kingdom Social/Environmental	11
Deka MSCI Europe UCITS ETF	0.12%	Equity Europe	951
SPDR MSCI All Country World UCITS ETF (Acc)	0.02%	Equity World	3,952
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF SD Dist	0.41%	Equity Europe Social/Environmental Climate Change	1
UBS Core MSCI Europe UCITS ETF hCHF acc	0.12%	Equity Europe	65
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.17%	Equity Europe Social/Environmental Climate Change	8
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Islamic Investing	52
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	3,617
L&G UK Equity UCITS ETF	0.51%	Equity United Kingdom Social/Environmental	157
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	858
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	115
Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc	0.15%	Equity Europe Social/Environmental	217
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	2.00%	Equity United Kingdom Social/Environmental	40
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	537
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.10%	Equity Europe Social/Environmental Climate Change	22
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.08%	Equity World Social/Environmental Climate Change	5
SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist)	0.86%	Equity United Kingdom Dividend	106
Amundi MSCI World Ex USA UCITS ETF Acc	0.07%	Equity World	385
Invesco S&P World Information Technology ESG UCITS ETF Acc	0.10%	Equity World Technology Social/Environmental	67
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	0.75%	Equity Europe Social/Environmental Climate Change	286
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	2,072
HSBC UK Screened Equity UCITS ETF GBP	1.56%	Equity United Kingdom Social/Environmental	17
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	407
Xtrackers FTSE 100 UCITS ETF 1C	0.49%	Equity United Kingdom	82
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	0.60%	Equity World Social/Environmental	298
iShares Automation & Robotics UCITS ETF	1.15%	Equity World Technology Social/Environmental Robotics & Automation	2,765
Deka MSCI Europe MC UCITS ETF	0.69%	Equity Europe Mid Cap	26
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.27%	Equity Europe Social/Environmental	192
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	1
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.69%	Equity Europe Mid Cap	366
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.25%	Equity Europe Social/Environmental Climate Change	312
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.11%	Equity Europe	3,006
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	225
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,243
iShares Smart City Infrastructure UCITS ETF USD (Acc)	1.28%	Equity World Infrastructure Social/Environmental	311
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	3,816
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.04%	Equity World Multi-Factor Strategy	1,245
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.51%	Equity United Kingdom	393
SPDR MSCI Europe Technology UCITS ETF	2.28%	Equity Europe Technology	80
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	413
iShares Smart City Infrastructure UCITS ETF USD (Dist)	1.28%	Equity World Infrastructure Social/Environmental	31
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	2,579
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.07%	Equity World Social/Environmental Catholic principles	64
UBS MSCI United Kingdom UCITS ETF GBP acc	0.51%	Equity United Kingdom	1,684
SPDR MSCI World UCITS ETF	0.02%	Equity World	10,418
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.48%	Equity United Kingdom	4,369
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	32
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.51%	Equity United Kingdom	236
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.17%	Equity Europe Social/Environmental Climate Change	6
Deka MSCI World UCITS ETF Distribution	0.02%	Equity World	3,410
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,224
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	425
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.10%	Equity World Social/Environmental Climate Change	1
iShares Automation & Robotics UCITS ETF	1.15%	Equity World Technology Social/Environmental Robotics & Automation	169
Xtrackers MSCI World ex USA UCITS ETF 1D Distribution	0.07%	Equity World	89
UBS MSCI United Kingdom UCITS ETF GBP dis	0.51%	Equity United Kingdom	54
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	178
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.13%	Equity Europe Social/Environmental	71
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	150
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	117
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	3,392
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	1,296
Xtrackers MSCI World Climate Transition UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	26
iShares MSCI World Islamic UCITS ETF	0.08%	Equity World Islamic Investing	667
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	2.00%	Equity United Kingdom Social/Environmental	38
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	668
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental Climate Change	137
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	60
Xtrackers MSCI World ESG UCITS ETF 1D	0.04%	Equity World Social/Environmental	298
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	264
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.02%	Equity World	1,348
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	3,843
Amundi MSCI World UCITS ETF DR - USD (D)	0.02%	Equity World	820
Amundi UK Equity All Cap UCITS ETF Dist	0.48%	Equity United Kingdom	530
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	169
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.11%	Equity Europe	966
Amundi Stoxx Europe 600 UCITS ETF - EUR Hedged Dist	0.12%	Equity Europe	49
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.51%	Equity United Kingdom	4
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	101
HSBC MSCI Europe UCITS ETF EUR	0.12%	Equity Europe	263
UBS FTSE 100 UCITS ETF GBP dis	0.48%	Equity United Kingdom	83
SPDR MSCI World Technology UCITS ETF	0.07%	Equity World Technology	984
Amundi Prime Europe UCITS ETF DR (C)	0.12%	Equity Europe	82
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.54%	Equity Europe Social/Environmental Climate Change	52
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	6,940
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.12%	Equity United Kingdom Social/Environmental	835
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,101
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	18,805
HSBC Europe Screened Equity UCITS ETF EUR	0.12%	Equity Europe Social/Environmental	36
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	774
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.13%	Equity World Social/Environmental Climate Change	110
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	92
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,913
AXA IM MSCI Europe Equity PAB UCITS ETF EUR Acc	0.24%	Equity Europe Social/Environmental Climate Change	121
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	41
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.51%	Equity United Kingdom	11
Invesco FTSE RAFI Europe UCITS ETF Dist	0.04%	Equity Europe Fundamental/Quality	12
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	2
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental Climate Change	189
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	48
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.10%	Equity Europe Social/Environmental Climate Change	2,053
BNP Paribas Easy MSCI Europe ESG Filtered Min TE UCITS ETF	0.16%	Equity Europe Social/Environmental	2,596
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	17,436
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	3,601
Xtrackers FTSE 100 UCITS ETF Income 1D	0.49%	Equity United Kingdom	74
Xtrackers MSCI World Information Technology UCITS ETF 1C	0.08%	Equity World Technology	4,187
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	415
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.12%	Equity Europe	223
HSBC FTSE 100 UCITS ETF GBP	0.49%	Equity United Kingdom	624
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	547
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	3,995
iShares Edge MSCI Europe Size Factor UCITS ETF	0.45%	Equity Europe Mid Cap	24
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.03%	Equity World Islamic Investing	810
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.25%	Equity Europe Social/Environmental Climate Change	12
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	117
WisdomTree UK Quality Dividend Growth UCITS ETF GBP	1.09%	Equity United Kingdom Fundamental/Quality	12
Xtrackers MSCI Europe UCITS ETF 1D	0.12%	Equity Europe	106
SPDR FTSE UK All Share UCITS ETF	0.44%	Equity United Kingdom	431
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	14,041
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.10%	Equity Europe Social/Environmental	1,756
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.15%	Equity Europe Social/Environmental	26
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	378
First Trust United Kingdom AlphaDEX UCITS ETF Dist	0.44%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	1,225
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.23%	Equity Europe Social/Environmental Climate Change	33
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	14
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,201
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	1,400
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	355
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	14
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	846
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	59
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.04%	Equity World Multi-Factor Strategy	5
Xtrackers MSCI Europe UCITS ETF 1C	0.12%	Equity Europe	4,964
Amundi STOXX Europe 600 ESG II UCITS ETF Dist	0.14%	Equity Europe Social/Environmental	47
SPDR MSCI Europe UCITS ETF	0.12%	Equity Europe	302
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0.02%	Equity World Technology Social/Environmental	916
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF DR	0.04%	Equity World Social/Environmental Climate Change	98
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)	0.76%	Equity Europe Industrials	351
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.10%	Equity Europe Social/Environmental	3,818
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	6
Deka MSCI Europe Climate Change ESG UCITS ETF	0.16%	Equity Europe Social/Environmental Climate Change	451
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.13%	Equity World Social/Environmental Climate Change	2
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental	138
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.12%	Equity United Kingdom Social/Environmental	93
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.07%	Equity World	79

Performance

Returns overview

YTD	+10.63%
1 month	+14.08%
3 months	+1.42%
6 months	+16.12%
1 year	+27.42%
3 years	+35.43%
5 years	-
Since inception (MAX)	+24.88%
2024	+17.07%
2023	+14.44%
2022	-37.40%
2021	+28.33%

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%.

ETF returns include dividend payments (if applicable).