Overview: The iShares MSCI EM IMI Screened UCITS ETF is an exchange-traded fund that aims to replicate the performance of the MSCI EM IMI Screened Index. This ETF primarily invests in stocks of companies located in emerging markets while applying screening criteria to exclude certain companies based on environmental, social, and governance (ESG) criteria. This allows investors to gain exposure to a wide range of stocks while adhering to specific ethical standards.
Benefits: This ETF offers significant diversification by investing in a broad array of companies from emerging markets, which can potentially reduce company-specific risk. Additionally, the ESG screening may attract investors concerned about the social and environmental impact of their investments. By tracking a well-established index, this ETF also allows investors to benefit from passive management, often associated with lower fees compared to active management.
Risks: Like any investment in emerging markets, this ETF carries higher volatility risks due to economic, political, and liquidity factors. Emerging markets may be more sensitive to global economic fluctuations and regulatory changes. Furthermore, while ESG screening may mitigate certain risks, it does not guarantee complete protection against market volatility.
Investor Profile: This ETF is suitable for investors looking to diversify their portfolio with exposure to emerging markets while integrating ESG considerations. It is particularly well-suited for long-term investors who are comfortable with some volatility and wish to align their investments with their ethical 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 |