Overview: The iShares MSCI EM ESG Enhanced CTB UCITS ETF is an exchange-traded fund that aims to replicate the performance of an index composed of securities from emerging market companies, while integrating environmental, social, and governance (ESG) criteria. This ETF excludes companies that do not meet the ESG standards set by the index provider, thus offering a responsible investment approach within emerging markets.
Benefits: This ETF allows investors to access a diversified portfolio of emerging market equities while adhering to ESG criteria. This may attract investors concerned about the social and environmental impact of their investments. Additionally, the exclusionary approach may potentially reduce the risk associated with companies that have controversial practices, while providing exposure to the growth of emerging markets.
Risks: Like any investment in equities, this ETF is subject to the volatility of emerging markets, which can be influenced by economic, political, and social factors. Currency fluctuations and geopolitical risks may also affect the ETF's performance. Furthermore, the focus on ESG criteria may limit the number of available stocks, which could impact portfolio diversification.
Investor Profile: This ETF is suitable for investors looking to combine financial performance with social responsibility. It is particularly well-suited for long-term investors who wish to diversify their portfolio with emerging market equities while integrating ESG considerations into their investment strategy.
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.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |