FUNDS - iShares Dow Jones Global Sustainability Screened UCITS ETF
Last update on: 04/06/2020

Fundname
iShares Dow Jones Global Sustainability Screened UCITS ETF

Investment Trusts
BlackRock Asset Management Ireland Limited
Asset Manager
BlackRock Investment Management, LCC

Fund data (Exchange traded funds (ETF))

   
Fund size

(as of 30/04/2020)

281.69 mil. USD
Share class size

(as of 30/04/2020)

281.69 mil. USD
ISIN IE00B57X3V84
Fund price (as of 04/06/2020)
Offer 38.46 EUR
Bid 38.38 EUR

Growth (as of 04/06/2020) *

   
10 Years n.s.
5 Years 32.15 %
3 Years 19.18 %
1 Year 8.11 %
Current year -6.12 %
Benchmark DJ Sustainable World Enlarged Index ex AGTAFA

* in Euro (€)

Master data of Funds
ISINIE00B57X3V84
Launch date 25/02/2011
Available in AT, CH, DE, DK, FI, FR, GB, IE, IT, LU, NL, NO, PO, SE, SG
Fund type Exchange traded funds (ETF)
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The iShares Dow Jones Global Sustainability Screened is an exchange traded funds (ETF) that tracks as accurately as possible the performance of the Dow Jones Sustainability World Enlarged Index ex Alcohol, Tobacco, Gambling, Armaments & Firearms and Adult Entertainment Index.
Investment strategy The ETF invests directly in index securities.
Investment process The selection of indexing components is based on long-term economic, environmental and social criteria.
The selection of the leading companies from a sustainability point of view for the Dow Jones Sustainability Indexes is based on the sustainability analysis of SAM Research. An important source of information are the SAM questionnaires to be filled in by the at the annual analysis involved companies.
As additional sources further serve company documents and also by third parties, as well as personal contacts between analysts and company representatives.
Based on the analysis results of the SAM Research, companies are located within their industry on a sustainability scale, and elected for the Dow Jones Sustainability Indexes, if, from a sustainability perspective, they are among the leading companies in its industry.
Positive criteria Indexprovider
Negative criteria for stocks and corporate bonds Ethical and Social:
- alcohol
- gambling
- pornography
- tobacco
- weapons/armaments

Negative criteria for government bonds n.s.
Research done by Indexprovider
 

This fund profile is aligned with the fund company.

 

 

*no exclusion but part of the analysis