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 strengths of this ETF is its sustainability-focused approach, appealing to investors concerned about the impact of their investments. Additionally, the active management of the portfolio allows for flexibility in asset allocation, which can help seize market opportunities. The diversification offered by a multi-asset portfolio can also reduce overall risk compared to investments concentrated in a single sector or asset.
Risks: Like any investment, the iShares Growth Portfolio UCITS ETF carries risks. Market volatility can affect the value of the underlying assets, and the growth-oriented risk profile may lead to greater price fluctuations. Furthermore, the emphasis on ESG criteria may limit the number of investment opportunities, which could impact performance in certain market environments.
Investor Profile: This ETF is particularly suitable for long-term investors seeking exposure to growth assets while integrating sustainability considerations into their investment strategy. It may be appropriate for those willing to accept some volatility in exchange for higher potential returns, while also wishing to align their investments with their personal values.
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 |