EWUiShares MSCI United Kingdom ETF

Grow my money30y track recordRanked #342 of 2,992 in this goal

Tracks the investment results of the MSCI United Kingdom Index.

By iShares · Launched 1996

Annual Cost

0.50%

#2,660 of 5,854 · average

Fund Size

$3.7B

#531 of 5,854 · large

Return (1Y)Goal

+25.0%

Track Record

30 years

#26 of 5,854 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,441+34.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI United Kingdom Index

What it actually holds

By weight

Concentration

Top 10 holdings = 52.2% of fundmoderately concentrated

AstraZeneca PLC

9.6%

HSBC Holdings PLC

9.5%

Shell PLC

7.2%

Unilever PLC

4.7%

Rolls-Royce Holdings PLC

4.5%

British American Tobacco PLC

4.0%

GSK PLC

3.6%

Rio Tinto PLC

3.3%

BP PLC

3.0%

National Grid PLC

2.7%

Asset allocation

Stocks

98.2%

Other

1.0%

Cash

0.7%

By sector

Financial Services

26.2%

Consumer Defensive

14.9%

Healthcare

14.7%

Industrials

12.9%

Energy

10.5%

Basic Materials

8.3%

Utilities

5.2%

Consumer Cyclical

3.9%

Other

3.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.0%Moderate

Year-on-year price swings

Max drawdown

-43.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.93Decent risk-adjusted returns

Sortino (3Y)

1.33Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the MSCI United Kingdom Index.
Strategy: Uses a representative sampling indexing strategy to invest primarily in large- and mid-cap U.K. equities, focusing on sectors like consumer goods and financials. Aims to keep portfolio turnover low to enhance after-tax performance.
Inception date: March 12, 1996
Fund family: iShares