Overview: The iShares MSCI Japan Screened UCITS ETF is an exchange-traded fund that aims to replicate the performance of the MSCI Japan Screened Index. This ETF primarily invests in Japanese stocks, selecting companies that meet specific environmental, social, and governance (ESG) criteria. This allows investors to access a diversified portfolio of Japanese equities while considering ethical considerations.
Benefits: This ETF offers several advantages, including exposure to the Japanese economy, which is one of the largest in the world. By integrating ESG criteria, it enables investors to support companies that adopt sustainable practices. Additionally, the structure of an ETF allows for high liquidity and passive management, which can reduce costs compared to actively managed funds.
Risks: Like any equity investment, this ETF is subject to market risks, including the volatility of Japanese stock markets. Economic fluctuations, regulatory changes, and geopolitical events can also affect the ETF's performance. Furthermore, the focus on ESG criteria may limit the number of available stocks, which can increase portfolio concentration.
Investor Profile: This ETF is suitable for investors looking to diversify their portfolio with exposure to the Japanese market while integrating sustainability considerations. It may appeal to long-term investors who wish to combine financial performance with positive social impact, as well as those comfortable with the volatility associated with stock markets.
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 |