iShares Edge MSCI World Momentum Factor UCITS ETF
Ticker
IWFM.L
ISIN
IE00BP3QZ82
Price
GBp 7,511.00
Change Today
+74.00 / 0.995 %
Price 1 year ago
7,363.00 / 2.01 %
Morningstar
4
52 Week Low
7,153.00
52 Week High
7,535.00
200 Day Moving Average 7,387.64
7,387.64
50-day Moving Average
7,387.64
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 1.257% |
| Average Annual Volatility | 5.32% |
| Sharpe Ratio | 0.24 |
| Sortino Ratio | -0.12 |
| Maximum Drawdown | -4.0% |
| Maximum Drawdown Date | 2026-02-05 |
| Calmar Ratio | -6.58 |
Company information
Summary
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World Momentum Index.
Market
GB
Category
--
Expense Ratio
0.30%
Fund family
BlackRock Asset Management Ireland - ETF
Morningstar
4
Yield
-
Exchange
LSE
| Sector | Weight |
|---|---|
| Healthcare | 27.04% |
| Energy | 17.50% |
| Consumer defensive | 15.53% |
| Financial services | 10.44% |
| Technology | 6.77% |
| Basic materials | 5.75% |
| Industrials | 5.34% |
| Communication services | 2.95% |
| Consumer cyclical | 2.49% |
| Realestate | 1.70% |
| Utilities | 0.21% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AAPL | Apple Inc | 5.21% |
| TSLA | Tesla Inc | 4.11% |
| JPM | JPMorgan Chase & Co | 2.79% |
| GOOG | Alphabet Inc Class C | 2.66% |
| ASML | ASML Holding NV | 2.55% |
| GOOGL | Alphabet Inc A | 2.49% |
| BRK.B | Berkshire Hathaway Inc Class B | 2.15% |
| DIS | The Walt Disney Co | 2.09% |
| BAC | Bank of America Corp | 2.0% |
| PYPL | PayPal Holdings Inc | 1.9% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | US233051200 | PCX | 0.35% | 5 | +7.98 | |
| DBEU | Xtrackers MSCI Europe Hedged Equity ETF | US233051853 | PCX | 0.45% | 5 | +7.20 | |
| HEDJ | WisdomTree Europe Hedged Equity Fund | US97717X701 | PCX | 0.58% | 5 | +7.13 | |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | US4642874659 | BTS | 0.35% | 5 | +8.66 | |
| HEWJ | iShares Currency Hedged MSCI Japan ETF | US46434G8226 | PCX | 0.50% | 5 | +9.22 | |
| HEZU | iShares Currency Hedged MSCI Eurozone ETF | IE00BKBF6616 | PCX | 0.53% | 5 | +9.29 | |
| HLQD.L | iShares $ Corp Bond Interest Rate Hedged UCITS ETF | IE00BCLWRB8 | LSE | 0.25% | 5 | +6.03 | -- |
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | US97717X594 | PCX | 0.58% | 5 | +5.19 | |
| IWQU.L | iShares Edge MSCI World Quality Factor UCITS ETF | IE00BP3QZ60 | LSE | 0.30% | 5 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.