(WPEA) MSCI World Swap PEA - Overview

ETF Category: Global Large-Cap Blend Equity | Exchange: PA (France) | Market Cap: 1.580m EUR | Total Return: 24.1% in 12m

Global Equities, Index Swaps
Total Rating 53
Safety 62
Buy Signal 0.47
Global Large-Cap Blend Equity
Category Rotation: +1.9
AUM: 1.84B
Avg Turnover: 6.73M
Risk 3d forecast
Volatility11.0%
VaR 5th Pctl1.81%
VaR vs Median-9.65%
Reward TTM
Sharpe Ratio1.57
Rel. Str. IBD58.4
Rel. Str. Peer Group22
Character TTM
Beta0.690
Beta Downside0.691
Hurst Exponent0.489
Drawdowns 3y
Max DD21.59%
CAGR/Max DD0.69
CAGR/Mean DD4.90

Warnings

No concerns identified

Tailwinds

Supp Ema8, Supp Ema20

Description: WPEA MSCI World Swap PEA

The iShares MSCI World Swap PEA UCITS ETF (WPEA) is a French-domiciled fund categorized under Global Large-Cap Blend Equity. It tracks the Morningstar Global TME NR USD index, providing investors with exposure to a diversified basket of large-cap companies across developed and emerging markets.

The fund utilizes a synthetic replication model, employing performance swaps with counterparties to deliver the index returns rather than holding the underlying physical securities. This structure is frequently used for PEA-eligible (Plan dÉpargne en Actions) funds in France to provide international exposure while adhering to specific tax-advantaged regulatory requirements.

Global large-cap blend strategies typically target companies with stable earnings and significant market capitalization to balance growth potential with value stability. For deeper insights into the underlying holdings and valuation metrics, consider reviewing the detailed analytics on ValueRay.

Headlines to Watch Out For
  • Global equity performance dictates net asset value and tracking error
  • Swap counterparty credit risk influences derivative pricing and fund stability
  • PEA eligibility status drives demand from French retail investor base
  • European Central Bank interest rate shifts impact swap financing costs
  • Global technology and financial sector weightings determine relative index volatility
What is the price of WPEA shares?

As of May 30, 2026, the stock is trading at EUR 6.77 with a total of 1,201,414 shares traded.
Over the past week, the price has changed by +0.48%, over one month by +6.06%, over three months by +8.68% and over the past year by +24.12%.

Is WPEA a buy, sell or hold?

MSCI World Swap PEA has no consensus analysts rating.