Overview: The iShares MSCI USA SRI UCITS ETF is an exchange-traded fund that aims to replicate the performance of the MSCI USA SRI Select Reduced Fossil Fuel Index. This ETF primarily invests in shares of American companies that meet sustainability criteria, focusing on those that have reduced their exposure to fossil fuels. This makes it an attractive choice for investors concerned about the environmental impact of their investments.
Benefits: This ETF offers several strengths, including exposure to American companies that adopt sustainable practices. By integrating environmental, social, and governance (ESG) criteria, it allows investors to support companies committed to reducing their carbon footprint. Additionally, the diversification provided by the MSCI index can help mitigate risks specific to certain companies.
Risks: Like any equity investment, this ETF is subject to stock market volatility. Fluctuations in stock prices can affect the value of the ETF, and the companies that make up the index may be impacted by economic, political, or sectoral factors. Furthermore, the emphasis on ESG criteria may limit the number of companies in which the ETF can invest, which can also influence performance.
Investor Profile: This ETF is particularly suitable for investors looking to combine financial performance with social responsibility. It is appropriate for long-term investors who wish to integrate sustainability criteria into their portfolio while being aware of the risks associated with equity investment. Investors interested in environmental themes and socially responsible companies will find this ETF aligned with their investment goals.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
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