MSCI World SRI S-Series PAB 5% Capped UCITS ETF Capitalisation (FR:EWRD) Price & Chart
FR:EWRD ETF Chart & Stats
- Day’s Range
- $22.62 - $22.85
- 52-Week Range
- $18.96 - $23.17
- Previous Close
- $22.96
- Volume
- 1,182
- Average Volume (3M)
- 3,239
- AUM
- 60.60M
- NAV
- 22.98
- Expense Ratio
- 0.27%
- Holdings Count
- 241
- Beta
- 0.60
- Inception Date
- Feb 26, 2016
- Last Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
- Shares Outstanding
- 3,215,869
- Standard Deviation
- N/A
ETF Overview
MSCI World SRI S-Series PAB 5% Capped UCITS ETF Capitalisation
The MSCI World SRI S-Series PAB 5% Capped UCITS ETF Capitalisation, with the ticker FR:EWRD, presents a unique investment opportunity that aligns with a conscientious and globally diversified strategy. This ETF is meticulously designed to track the performance of the MSCI World SRI (Socially Responsible Investing) S-Series PAB (Paris-Aligned Benchmark) 5% Capped Index. It focuses on providing exposure to large and mid-cap stocks across 23 developed markets, while incorporating a rigorous selection process that prioritizes sustainability and ethical standards. Catering to investors with a keen interest in socially responsible and environmentally conscious investing, this fund ensures that each included company meets stringent criteria for environmental, social, and governance (ESG) performance. The Paris-Aligned Benchmark further emphasizes the importance of aligning with the goals of the Paris Agreement, aiming to limit global warming and promoting a low-carbon economy. The ETF falls into the "Size and Style" category with a focus on the "Total Market" within a broad-based niche, offering comprehensive exposure to the global equity market while maintaining a commitment to sustainability. This makes it an appealing choice for investors seeking to balance financial returns with positive societal impact. The 5% cap ensures diversification by limiting the weight of any single constituent, thereby reducing concentration risk and enhancing portfolio stability. Overall, the MSCI World SRI S-Series PAB 5% Capped UCITS ETF Capitalisation offers a sophisticated blend of ethical investing and global market participation, making it an ideal addition for investors aiming to integrate ESG principles into their portfolios without compromising on global market exposure.
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FR:EWRD ETF Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| NVDANvidia Corporation | 6.37% |
| ADIAnalog Devices, Inc. | 3.17% |
| ASMLASML Holding NV | 2.66% |
| VVisa Inc. | 1.84% |
| TSLATesla, Inc. | 1.71% |
| AMDAdvanced Micro Devices, Inc. | 1.56% |
| NOWServiceNow Inc | 1.41% |
| WPMWheaton Precious Metals | 1.25% |
| DHRDanaher Corporation | 1.21% |
| AMTAmerican Tower Corporation | 1.21% |
| Total | 22.39% |