Overview: The iShares Moderate Portfolio UCITS ETF is an exchange-traded fund that aims to provide total return through an actively managed multi-asset portfolio. This portfolio is designed to meet a moderate risk profile, with at least 80% of the assets adhering to environmental, social, and governance (ESG) criteria. This makes it an appealing choice for investors concerned about the impact of their investments.
Benefits: This ETF stands out due to its active management, allowing for adaptation to market conditions and a selection of diversified assets. The emphasis on ESG criteria may attract investors who wish to align their values with their investment choices. Additionally, the moderate risk profile may suit those looking to balance capital growth with some protection against market volatility.
Risks: Like any investment in financial assets, this ETF carries risks. Market volatility can affect the value of the portfolio, and active management does not guarantee superior performance. Furthermore, the focus on ESG criteria may limit the investment universe, which could impact diversification and return potential under certain market conditions.
Investor Profile: This ETF is particularly suitable for investors seeking diversified exposure to a multi-asset portfolio while adhering to ESG criteria. It is appropriate for investors with a moderate risk tolerance who desire a responsible investment approach without sacrificing long-term return potential.
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 |