This Fund seeks to provide long-term growth of capital by tracking the performance of the FTSE All-World Index, a market-capitalisation weighted index of common stocks of large and mid cap companies in developed and emerging countries. The Fund employs a “passive management” – or indexing – investment approach, through physical acquisition of securities, designed to track the performance of the Index, a free float adjusted market capitalisation weighted index. The Fund will invest in a portfolio of equity securities that so far as possible and practicable consists of a representative sample of the component securities of the Index.
|IDWR:LSE||iShares MSCI World UCITS ETF U..||0.50 %||
|IWRD:LSE||iShares MSCI World UCITS ETF U..||0.50 %||
|VWRD:LSE||Vanguard FTSE All-World UCITS ..||0.00 %||
|UC44:LSE||UBS ETF - MSCI World Socially ..||0.25 %||
|HMWD:LSE||HSBC MSCI World UCITS ETF||0.15 %||
|IWQU:LSE||iShares Edge MSCI World Qualit..||0.30 %||
|ACWD:LSE||SPDR MSCI ACWI UCITS ETF||0.40 %||
|ACWI:LSE||SPDR MSCI ACWI UCITS ETF||0.40 %||
|HMWO:LSE||HSBC MSCI World UCITS ETF||0.15 %||
|MXWS:LSE||Invesco MSCI World UCITS ETF||0.19 %||
|Market Performance vs.
Industry/Classification (Global Large-Cap Blend Equity)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||240.85%||13%||F||66%||D|
|Risk Adjusted Return||8.29%||71%||C-||92%||A-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.