The investment objective of the Fund is to replicate the performance of the MSCI World Index (the “Index”), while minimizing as far as possible the tracking error between the Fund’s performance and that of the Index. The Index is a market-capitalization weighted index designed to measure the performance of the largest companies of the world’s developed equity markets, including Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, Israel, The Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, United Kingdom, Hong Kong, Japan, Singapore, Australia, New Zealand, Canada and USA, as defined by the Index Provider. In seeking to achieve its investment objective, the Fund will use optimization techniques which take account of tracking error and trading costs when constructing a portfolio. Consequently, the Fund may not hold each of the underlying Index constituents or hold Index constituents close to their Index weights.
|VWRL:LSE||Vanguard FTSE All-World UCITS ..||0.00 %||
|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 %||
|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)||10.71%||27%||F||71%||C-|
|Risk Adjusted Return||114.78%||65%||D||90%||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 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.
The company has under performed its peers on annual average total returns in the past 5 years.