Global developed market large/mid cap equities with quality factor filter. Passive tracker on MSCI World Sector Neutral Quality Index.
Data as of
iShares is the market leader in the ETFs and passive index funds space, managing over US$5tn of AUM through more than 1600 ETFs offered globally. iShares is a subsidiary of BlackRock, the largest asset manager globally.
The iShares Edge MSCI World Quality Factor UCITS ETF is a passive index solution that tracks the MSCI World Sector Neutral Quality Index (Net) using a physical optimised sampling approach. The index is a subset of MSCI World Index, a free float-adjusted market capitalisation weighted index that is designed to measure the global developed equity market performance of 23 developed markets across large and mid caps, with additional filter to emphasise stocks that exhibit strong quality characteristics relative to their peers within the corresponding GICS sector based on 3 specific financial measurements that are high return-on-equity, low leverage, and low earnings variability. The ETF has >290 holdings similar to the index.
Price Performance – Maximum Period
Investment-Time-Horizon in years
iShares Edge MSCI World Quality Factor UCITS ETF
This ETF represents passive exposure to the global developed markets large/mid cap equities, with quality factor filter.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Allocation 80/20 Fund
The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.
This ETF represents passive exposure to the global developed markets large/mid cap equities, with quality factor filter.
The quality factor filter appeals investors with related investment requirements.
The ETF is listed on multiple Europe exchanges in various currencies.
Sectors
Geography