EWUiShares MSCI United Kingdom ETF

Grow my money30y track recordRanked #319 of 2,960 in this goal

Seeks to track the investment results of an index composed of U.K. equities.

By iShares · Launched 1996

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$3.4B

#538 of 5,562 · large

Return (1Y)Goal

+19.9%

Track Record

30 years

#27 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,073+20.7%

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

Classification

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 = 50.3% of fundmoderately concentrated

AstraZeneca PLC

9.7%

HSBC Holdings PLC

8.2%

Shell PLC

7.2%

Unilever PLC

5.0%

British American Tobacco PLC

4.3%

Rolls-Royce Holdings PLC

4.0%

GSK PLC

3.3%

BP PLC

3.2%

Rio Tinto PLC

2.7%

Barclays PLC

2.7%

Asset allocation

Stocks

98.2%

Other

0.9%

Cash

0.8%

By sector

Financial Services

25.7%

Healthcare

14.5%

Industrials

13.2%

Consumer Defensive

13.1%

Energy

11.6%

Basic Materials

9.5%

Utilities

5.1%

Consumer Cyclical

3.8%

Other

3.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.7%Moderate

Year-on-year price swings

Max drawdown

-43.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.87Decent risk-adjusted returns

Sortino (3Y)

1.25Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of U.K. equities.
Strategy: Tracks the MSCI United Kingdom Index, measuring large- and mid-cap U.K. equities. Invests primarily in component securities, aiming for low turnover and better after-tax performance.
Inception date: March 12, 1996
Fund family: iShares