IPACiShares Core MSCI Pacific ETF

Grow my money12y track recordRanked #187 of 2,960 in this goal

Seeks to track the investment results of an index composed of Pacific region equities.

By iShares · Launched 2014

Annual Cost

0.09%

#474 of 5,562 · low cost

Fund Size

$2.6B

#634 of 5,562 · large

Return (1Y)Goal

+31.4%

Track Record

12 years

#1,196 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,053+30.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Pacific IMI

What it actually holds

By weight

Concentration

Top 10 holdings = 17.6% of fund✓ well diversified

Toyota Motor Corp

2.4%

Mitsubishi UFJ Financial Group Inc

2.3%

BHP Group Ltd

2.0%

Commonwealth Bank of Australia

2.0%

Hitachi Ltd

1.8%

Sony Group Corp

1.5%

Sumitomo Mitsui Financial Group Inc

1.5%

Advantest Corp

1.4%

AIA Group Ltd

1.4%

Tokyo Electron Ltd

1.3%

Asset allocation

Stocks

99.1%

Cash

0.9%

By sector

Financial Services

22.2%

Industrials

20.3%

Technology

14.8%

Consumer Cyclical

10.8%

Basic Materials

8.7%

Communication

6.2%

Real Estate

5.0%

Healthcare

4.9%

Other

7.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.0%Moderate

Year-on-year price swings

Max drawdown

-31.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.79Decent risk-adjusted returns

Sortino (3Y)

1.16Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of Pacific region equities.
Strategy: Invests primarily in securities of the MSCI Pacific IMI, a market-capitalization-weighted index of large-, mid-, and small-cap companies from Australia, Hong Kong, Japan, New Zealand, and Singapore.
Inception date: June 10, 2014
Fund family: iShares