Overview: The iShares Growth Portfolio UCITS ETF is an exchange-traded fund that aims to provide total return through an actively managed multi-asset portfolio. This ETF focuses on investments that meet environmental, social, and governance (ESG) criteria, with at least 80% of its assets adhering to these standards. It targets a growth-oriented risk profile, making it an attractive choice for investors looking to capitalize on long-term growth opportunities.
Benefits: One of the main advantages of this ETF is its active management, which allows for flexibility in asset allocation based on market conditions. Additionally, the emphasis on ESG criteria may attract investors concerned about the social and environmental impact of their investments. By incorporating diversified assets, this ETF can potentially reduce the overall portfolio risk while aiming for attractive returns.
Risks: Like any investment in growth-oriented assets, this ETF may be subject to increased volatility, especially during periods of economic uncertainty. Market fluctuations can affect portfolio performance, and ESG criteria may also limit the number of investment opportunities. Therefore, it is essential for investors to consider their risk tolerance before investing.
Investor Profile: This ETF is primarily suitable for long-term investors seeking exposure to growth assets while integrating ESG considerations into their investment strategy. It may be particularly well-suited for investors looking to diversify their portfolio while supporting socially and environmentally responsible companies.
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 |