iShares MSCI WORLD ESG SCREENED UCITS USD ETF (DIST)

Issuer: iShares

Asset Class: Equity

TER: 20bps

Trading Currency: USD

Pays Income: False

Listing Date: 23 Oct 2018

Ticker: SDWD

ISIN: IE00BFNM3K80

This investment vehicle provides targeted exposure to a diversified portfolio of global companies from developed markets that exhibit strong environmental, social, and governance (ESG) profiles. It is designed to track the performance of an index that represents companies with outstanding ESG ratings, while systematically excluding those involved in industries such as controversial weapons, tobacco, thermal coal, and oil sands. This meticulous screening process results in a portfolio that is aligned with the principles of socially responsible investing (SRI), offering investors a way to participate in the growth of leading sustainable businesses across the globe.

The fund is well-suited for investors seeking to build a core global equity holding that integrates ethical considerations. It offers broad diversification across multiple sectors and developed regions, including North America, Europe, and Asia. By focusing on companies that are leaders in sustainability, it caters to individuals who believe that robust ESG practices are indicative of superior management and long-term operational resilience, which can contribute to favourable risk-adjusted returns. The strategy of significantly reducing exposure to fossil fuels also addresses the concerns of investors mindful of the transition risks associated with climate change and the shift towards a greener economy. This makes it an attractive option for building a responsible and forward-looking investment portfolio.