Overview: The iShares Core MSCI World UCITS ETF (IWDA) is an exchange-traded fund that aims to replicate the performance of an index composed of companies located in developed countries. This ETF offers diversified exposure to large and mid-cap stocks worldwide, allowing investors to participate in the growth of developed markets.
Benefits: One of the main advantages of this ETF is its broad diversification, which reduces the risk specific to a company or sector. By investing in a wide range of stocks, the ETF enables investors to benefit from the collective performance of developed markets. Additionally, the passive management of the ETF can lead to generally lower management fees compared to actively managed funds, which can be an advantage for long-term investors.
Risks: Like any equity investment, the iShares Core MSCI World UCITS ETF is subject to market risks, including stock price volatility. Economic, political, and social fluctuations in developed countries can also affect the ETF's performance. Investors should be aware that the value of their investment may decrease, and it is important to consider their risk tolerance before investing.
Investor Profile: This ETF is particularly suitable for long-term investors seeking diversified exposure to developed markets. It may be appropriate for those looking to build a balanced portfolio, as well as for investors seeking to diversify their assets while minimizing fees. Investors with moderate to high risk tolerance who are comfortable with market volatility may find this ETF appealing.
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 |