IMI
ISIN GB00BGLP8L22
|WKN A1XCMM
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Description
IMI Plc engages in the business of operating in fluid and motion control markets. It operates through the following segments: IMI Precision Engineering, IMI Critical Engineering, and IMI Hydronic Engineering. The IMI Precision Engineering segment focuses on designing and manufacturing motion and fluid control technologies where precision, speed, and reliability are essential to the processes in which they are involved. The IMI Critical Engineering segment provides flow control solutions that enable vital energy and process industries to operate safely, cleanly, reliably, and more efficiently. The IMI Hydronic Engineering segment includes providing technologies that deliver energy efficient water-based heating and cooling systems for the residential and commercial building sectors. The company was founded by George Kynoch in 1862 and is headquartered in Birmingham, the United Kingdom.
Industrials Industrial Manufacturing Machinery Manufacturing United Kingdom
Chart
Financials
Key metrics
| Market capitalisation, EUR | 6,042.40 m |
| EPS, EUR | - |
| P/B ratio | 4.67 |
| P/E ratio | 20.12 |
| Dividend yield | 1.49% |
Income statement (2023)
| Revenue, EUR | 2,525.80 m |
| Net income, EUR | 272.94 m |
| Profit margin | 10.81% |
What ETF is IMI in?
There are 70 ETFs which contain IMI. All of these ETFs are listed in the table below. The ETF with the largest weighting of IMI is the iShares MSCI UK Small Cap UCITS ETF (Acc).
| 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% | 710 | +17.83% | A401KR | IE00030Y2P41 |
| Amundi MSCI World Small Cap Screened CTB UCITS ETF Acc | 0.02% | Equity World Small Cap Climate Change | 1,158 | 0.25% | - | - | ETF218 | IE000UZZ5D45 |
| Invesco FTSE All Share Screened & Tilted UCITS ETF Acc | 0.45% | Equity United Kingdom Social/Environmental Climate Change | 82 | 0.12% | 24 | +18.41% | A3C4YX | IE0003RA2ZR3 |
| iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) | 0.06% | Equity Europe | 600 | 0.20% | 643 | +14.29% | A2QP4B | DE000A2QP4B6 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (GBP) A-dis | 0.53% | Equity United Kingdom Social/Environmental | 151 | 0.23% | 863 | +20.04% | A11477 | IE00BMP3HN93 |
| iShares MSCI UK Small Cap UCITS ETF (Acc) | 1.56% | Equity United Kingdom Small Cap | 221 | 0.58% | 189 | +13.94% | A0X8R9 | IE00B3VWLG82 |
| iShares MSCI UK IMI ESG Leaders UCITS ETF GBP (Dist) | 0.60% | Equity United Kingdom Social/Environmental | 151 | 0.15% | 35 | +17.41% | A2QGKT | IE00BMDBMH44 |
| iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) | 0.23% | Equity United Kingdom | 101 | 0.20% | 214 | +23.01% | A2H5ET | IE00BYZ28W67 |
| Xtrackers MSCI Global SDG 11 Sustainable Cities UCITS ETF 1C | 0.05% | Equity World Infrastructure Social/Environmental | 144 | 0.35% | 54 | +5.87% | DBX0TA | IE000V0GDVU7 |
| HSBC UK Sustainable Equity UCITS ETF GBP | 0.24% | Equity United Kingdom Social/Environmental | 81 | 0.12% | 18 | +18.50% | A2PXVP | IE00BKY53D40 |
| Amundi MSCI Robotics & AI ESG Screened UCITS ETF Acc | 0.20% | Equity World Technology Social/Environmental Artificial Intelligence | 153 | 0.40% | 989 | +19.18% | A2JSC9 | LU1861132840 |
| Xtrackers FTSE 100 UCITS ETF 1C | 0.23% | Equity United Kingdom | 100 | 0.09% | 67 | +19.83% | DBX0NF | LU0838780707 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.01% | Equity World | 3,618 | 0.22% | 17,020 | +24.67% | A2PKXG | IE00BK5BQT80 |
| iShares STOXX Europe 600 UCITS ETF (DE) | 0.06% | Equity Europe | 600 | 0.20% | 6,366 | +14.15% | 263530 | DE0002635307 |
| HSBC Europe Sustainable Equity UCITS ETF EUR | 0.02% | Equity Europe Social/Environmental | 249 | 0.15% | 40 | +14.08% | A2PXVM | IE00BKY55W78 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.01% | Equity World Multi-Factor Strategy | 3,700 | 0.50% | 77 | +22.33% | WELT0B | IE000FPWSL69 |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Acc | 1.06% | Equity Europe Small Cap Climate Change | 819 | 0.23% | 90 | +14.11% | A2H566 | LU1681041544 |
| Xtrackers STOXX Europe 600 UCITS ETF 1C | 0.05% | Equity Europe | 603 | 0.20% | 2,592 | +14.08% | DBX1A7 | LU0328475792 |
| WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc | 0.06% | Equity World Fundamental/Quality | 538 | 0.43% | 5 | +13.14% | A3D10A | IE0007M3MLF3 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.01% | Equity World | 2,032 | 0.12% | 3,608 | +25.32% | A2PLS9 | IE00BK5BQV03 |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD | 0.06% | Equity World Fundamental/Quality | 538 | 0.38% | 381 | +17.54% | A2AG1D | IE00BZ56RN96 |
| iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc) | 0.23% | Equity United Kingdom | 101 | 0.10% | 10 | - | A40KHW | IE000HARJEE2 |
| Invesco FTSE RAFI Europe UCITS ETF Dist | 0.03% | Equity Europe Fundamental/Quality | 488 | 0.39% | 10 | +19.13% | A0M2EC | IE00B23D8X81 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.03% | Equity World Multi-Factor Strategy | 1,096 | 0.40% | 3 | +21.41% | A2DR4L | LU1602145200 |
| Xtrackers FTSE 100 UCITS ETF Income 1D | 0.23% | Equity United Kingdom | 100 | 0.09% | 74 | +19.63% | DBX1F1 | LU0292097234 |
| HSBC Europe Sustainable Equity UCITS ETF EUR (Dist) | 0.02% | Equity Europe Social/Environmental | 249 | 0.15% | 1 | +14.38% | A3DN5G | IE000WARATZ3 |
| Vanguard FTSE 100 UCITS ETF Distributing | 0.22% | Equity United Kingdom | 100 | 0.09% | 4,508 | +19.78% | A1JX54 | IE00B810Q511 |
| Vanguard FTSE 100 UCITS ETF (GBP) Accumulating | 0.22% | Equity United Kingdom | 100 | 0.09% | 1,759 | +19.73% | A2PFN4 | IE00BFMXYP42 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.01% | Equity World | 2,032 | 0.12% | 3,338 | +24.88% | A12CX1 | IE00BKX55T58 |
| Amundi Stoxx Europe 600 UCITS ETF Acc | 0.06% | Equity Europe | 608 | 0.07% | 8,942 | +14.72% | LYX0Q0 | LU0908500753 |
| HSBC FTSE 100 UCITS ETF GBP | 0.23% | Equity United Kingdom | 100 | 0.07% | 615 | +19.82% | A0N9WS | IE00B42TW061 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.01% | Equity World Multi-Factor Strategy | 3,700 | 0.50% | 422 | +22.73% | WELT0A | IE0001UQQ933 |
| Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastructure UCITS ETF 1C | 0.45% | Equity World Infrastructure Social/Environmental Robotics & Automation | 97 | 0.35% | 2 | -12.52% | DBX0S9 | IE0005E47AH7 |
| Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) | 0.07% | Equity Europe Social/Environmental | 488 | 0.18% | 827 | +14.22% | A2H57X | LU1681040223 |
| Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | 0.01% | Equity World Islamic Investing | 1,578 | 0.40% | 873 | +24.06% | A3C6Z0 | IE000UOXRAM8 |
| HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) | 0.18% | Equity World Small Cap | 1,143 | 0.25% | 59 | +18.50% | A3DUNV | IE000C692SN6 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.03% | Equity World Multi-Factor Strategy | 1,096 | 0.40% | 37 | +21.67% | A2DR4K | LU1602145119 |
| Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged | 0.05% | Equity Europe | 603 | 0.25% | 9 | +13.58% | DBX0QN | LU1772333404 |
| SPDR MSCI Europe Small Cap Value Weighted UCITS ETF | 0.26% | Equity Europe Small Cap | 839 | 0.30% | 215 | +11.93% | A12HU7 | IE00BSPLC298 |
| WisdomTree UK Quality Dividend Growth UCITS ETF GBP | 0.77% | Equity United Kingdom Fundamental/Quality | 87 | 0.29% | 15 | +12.70% | A3EV92 | IE0003UH9270 |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 1.06% | Equity Europe Small Cap Climate Change | 819 | 0.23% | 81 | +13.48% | ETF045 | LU2572257470 |
| Invesco FTSE All Share Screened & Tilted UCITS ETF Dist | 0.45% | Equity United Kingdom Social/Environmental Climate Change | 82 | 0.12% | 40 | +18.61% | A2QMP9 | IE00BN7J5Z03 |
| HSBC UK Sustainable Equity UCITS ETF GBP (Dist) | 0.24% | Equity United Kingdom Social/Environmental | 81 | 0.12% | 9 | +18.51% | A3DQXA | IE00046S3PW1 |
| SPDR FTSE UK All Share UCITS ETF | 0.21% | Equity United Kingdom | 531 | 0.20% | 491 | +19.23% | A1JT1A | IE00B7452L46 |
| iShares Core FTSE 100 UCITS ETF GBP (Acc) | 0.23% | Equity United Kingdom | 101 | 0.07% | 2,779 | +19.89% | A0YEDM | IE00B53HP851 |
| SPDR FTSE UK All Share UCITS ETF | 0.21% | Equity United Kingdom | 531 | 0.20% | 119 | +19.17% | A2JHMP | IE00BD5FCF91 |
| Xtrackers Stoxx Europe 600 UCITS ETF 1D | 0.05% | Equity Europe | 603 | 0.07% | 392 | +14.23% | DBX0TR | LU2581375156 |
| SPDR MSCI Europe Small Cap UCITS ETF | 0.48% | Equity Europe Small Cap | 858 | 0.30% | 244 | +10.97% | A1191W | IE00BKWQ0M75 |
| iShares MSCI World Small Cap UCITS ETF | 0.07% | Equity World Small Cap | 3,316 | 0.35% | 4,929 | +20.32% | A2DWBY | IE00BF4RFH31 |
| First Trust United Kingdom AlphaDEX UCITS ETF Dist | 0.45% | Equity United Kingdom Multi-Factor Strategy | 74 | 0.65% | 3 | +19.85% | A2AFTR | IE00BD9N0445 |
| iShares STOXX Europe Mid 200 UCITS ETF (DE) | 0.45% | Equity Europe Mid Cap | 200 | 0.21% | 409 | +13.13% | 593399 | DE0005933998 |
| Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating | 0.05% | Equity Europe | 530 | 0.10% | 1,060 | +14.72% | A2PLBK | IE00BK5BQX27 |
| Vanguard FTSE All-World UCITS ETF (USD) Distributing | 0.01% | Equity World | 3,618 | 0.22% | 16,133 | +24.67% | A1JX52 | IE00B3RBWM25 |
| Xtrackers MSCI Europe Small Cap UCITS ETF 1C | 0.50% | Equity Europe Small Cap | 859 | 0.30% | 2,064 | +12.43% | DBX1AU | LU0322253906 |
| First Trust United Kingdom AlphaDEX UCITS ETF Acc | 0.45% | Equity United Kingdom Multi-Factor Strategy | 74 | 0.65% | 8 | +21.11% | A1T862 | IE00B8X9NZ57 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to CHF) A-dis | 0.53% | Equity United Kingdom Social/Environmental | 151 | 0.26% | 11 | +11.75% | A141GX | IE00BZ0RTB90 |
| WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist | 0.06% | Equity World Fundamental/Quality | 538 | 0.43% | 1 | +17.88% | A3D88W | IE000LRRPK60 |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc | 0.06% | Equity World Fundamental/Quality | 538 | 0.38% | 751 | +17.54% | A2AG1E | IE00BZ56SW52 |
| SPDR MSCI World Small Cap UCITS ETF | 0.08% | Equity World Small Cap | 3,544 | 0.45% | 952 | +19.86% | A1W56P | IE00BCBJG560 |
| Amundi UK Equity All Cap UCITS ETF Dist | 0.23% | Equity United Kingdom | 241 | 0.04% | 536 | +19.79% | LYX0YA | LU1781541096 |
| Amundi STOXX Europe 600 ESG II UCITS ETF Dist | 0.07% | Equity Europe Social/Environmental | 478 | 0.19% | 37 | +14.09% | ETF960 | DE000ETF9603 |
| iShares Core FTSE 100 UCITS ETF (Dist) | 0.23% | Equity United Kingdom | 101 | 0.07% | 13,915 | +19.79% | 552752 | IE0005042456 |
| iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 0.37% | Equity Europe Industrials | 107 | 0.46% | 248 | +20.34% | A0H08J | DE000A0H08J9 |
| Amundi Stoxx Europe 600 UCITS ETF - EUR Hedged Dist | 0.06% | Equity Europe | 608 | 0.15% | 115 | +13.76% | LYX0WH | LU1574142243 |
| Vanguard FTSE Developed Europe UCITS ETF Distributing | 0.05% | Equity Europe | 530 | 0.10% | 3,301 | +14.71% | A1T8FS | IE00B945VV12 |
| UBS ETF (LU) FTSE 100 UCITS ETF (GBP) A-dis | 0.24% | Equity United Kingdom | 100 | 0.20% | 81 | +19.60% | 794362 | LU0136242590 |
| Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) | 0.21% | Equity Europe Equal Weighted | 480 | 0.30% | 108 | +11.49% | A1JH12 | LU0599613147 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.02% | Equity World Small Cap | 2,528 | 0.35% | 61 | +19.39% | A3C14G | IE000T9EOCL3 |
| Amundi MSCI Smart Cities ESG Screened UCITS ETF - Acc | 1.00% | Equity World Infrastructure Social/Environmental | 141 | 0.35% | 78 | +24.37% | A2PN77 | LU2037748345 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to EUR) A-acc | 0.53% | Equity United Kingdom Social/Environmental | 151 | 0.26% | 95 | +15.32% | A2AH51 | IE00BYNQMK61 |
Performance
Returns overview
| YTD | +7.97% |
| 1 month | +7.50% |
| 3 months | +19.00% |
| 6 months | +12.12% |
| 1 year | +14.53% |
| 3 years | +19.36% |
| 5 years | - |
| Since inception (MAX) | +9.10% |
| 2024 | +7.38% |
| 2023 | +29.12% |
| 2022 | -25.69% |
| 2021 | - |
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 | 20.10% |
| Volatility 3 years | 23.76% |
| Volatility 5 years | - |
| Return per risk 1 year | 0.72 |
| Return per risk 3 years | 0.26 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -13.43% |
| Maximum drawdown 3 years | -33.86% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -40.16% |
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.