Overview: The iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q) is an exchange-traded fund that aims to replicate the performance of an index composed of stocks selected from MSCI World companies, characterized by strong and stable earnings. This ETF focuses on companies that exhibit quality criteria, such as profitability, earnings stability, and low earnings volatility.
Benefits: This ETF has several strengths, including exposure to recognized quality companies, which can provide some protection against market volatility. By investing in companies with solid fundamentals, this ETF can potentially reduce the risk of loss during economic turmoil. Additionally, the diversification offered by the MSCI World index allows investors to access a wide range of sectors and geographic regions.
Risks: Like any equity investment, this ETF is subject to market risks, including stock price volatility. While the focus on quality may mitigate some risks, it does not eliminate the possibility of significant fluctuations in the ETF's value. Investors should also be aware of risks related to sector and geographic concentration, which can affect the ETF's performance.
Investor Profile: This ETF is suitable for investors seeking exposure to quality stocks with stable growth potential. It may be particularly appealing to those looking to diversify their portfolio while minimizing the risk associated with less robust companies. Long-term investors aiming to build a resilient portfolio in the face of market fluctuations may also find this ETF aligned with their objectives.
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 | |
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| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |