iShares MSCI World SRI UCITS ETF EUR (Acc)
| Issuer: iShares |
| Asset Class: Equity |
| TER: 20bps |
| Trading Currency: EUR |
| Pays Income: False |
| Listing Date: 16 Oct 2017 |
| Ticker: SUSW |
| ISIN: IE00BYX2JD69 |
This fund offers a compelling solution for investors aiming to integrate ethical considerations into their core global equity holdings. The strategy is centered on providing exposure to a portfolio of companies from developed markets around the world that demonstrate strong Environmental, Social, and Governance (ESG) profiles. It employs a Socially Responsible Investing (SRI) approach, which involves a stringent screening process to exclude businesses with significant involvement in controversial industries such as civilian firearms, tobacco, thermal coal, and unconventional oil and gas. By targeting companies with the highest ESG ratings in each sector, the fund seeks to capture the performance of businesses that are leaders in sustainability practices.
The investment provides broad diversification across numerous countries and sectors, mirroring the global developed market but with a distinct values-based filter. This methodology allows investors to align their capital with principles of sustainability and corporate responsibility without sacrificing the benefits of wide market exposure. By focusing on companies that effectively manage their ESG risks and opportunities, the portfolio is positioned to potentially benefit from long-term structural trends towards a more sustainable global economy. As an accumulating fund, any dividends paid by the underlying companies are automatically reinvested, which can help accelerate capital growth over the long term through the power of compounding.
This product is particularly well-suited for investors seeking a foundational, diversified equity allocation that also adheres to responsible investment criteria. It serves as an efficient, single-trade vehicle to access a pre-screened basket of global sustainability leaders, making it an excellent choice for building a long-term, values-aligned portfolio. The strategy caters to the growing demand for investments that not only aim for financial returns but also contribute positively to society and the environment, offering a robust tool for conscious wealth creation.
