(SUSW) iShares MSCI World SRI EUR - Ratings and Ratios
Stocks, Global, Sustainable, Reduced-Fossil, Large-Cap
Description: SUSW iShares MSCI World SRI EUR
The iShares MSCI World SRI UCITS ETF EUR (Acc) aims to deliver a total return that mirrors the performance of the MSCI World SRI Select Reduced Fossil Fuel Index, focusing on both capital appreciation and income. This ETF is designed for investors seeking exposure to a globally diversified portfolio that incorporates socially responsible investing (SRI) criteria.
From a categorization standpoint, the SUSW ETF falls under the Global Large-Cap Blend Equity category, indicating its investment in a broad spectrum of large-cap equities worldwide with a blend of growth and value stocks. Its Swiss origin and listing suggest it is accessible to investors looking for a European-domiciled fund with a global investment mandate.
Key performance indicators (KPIs) that can be used to evaluate this ETF include its tracking error against the MSCI World SRI Select Reduced Fossil Fuel Index, expense ratio, and dividend yield. The funds Assets Under Management (AUM) of €7.128 billion indicates a significant investor base, potentially contributing to liquidity and lower trading costs. The ETFs price movements can be analyzed in the context of its moving averages (SMA20, SMA50, SMA200), suggesting a relatively stable trend with some volatility as indicated by the ATR.
Investors in SUSW can expect a portfolio that is not only diversified across global markets but also screened for socially responsible criteria, potentially reducing exposure to companies with high ESG (Environmental, Social, Governance) risks. The reduction in fossil fuel exposure aligns with long-term sustainability trends, potentially making it more appealing to investors with environmental or social concerns.
To further assess the attractiveness of SUSW, one could compare its historical returns, Sharpe ratio, and other risk-adjusted performance metrics against peers in the Global Large-Cap Blend Equity ETF category. Additionally, examining the ETFs holdings and sector allocation can provide insights into its potential for long-term growth and its alignment with specific investor values or preferences.
SUSW ETF Overview
| Market Cap in USD | 8,312m |
| Category | Global Large-Cap Blend Equity |
| TER | 0.20% |
| IPO / Inception | 2017-10-12 |
SUSW ETF Ratings
| Growth Rating | 46.2% |
| Fundamental | - |
| Dividend Rating | - |
| Return 12m vs S&P 500 | -11.0% |
| Analyst Rating | - |
SUSW Dividends
Currently no dividends paidSUSW Growth Ratios
| Growth Correlation 3m | 80.4% |
| Growth Correlation 12m | -10.2% |
| Growth Correlation 5y | 88.1% |
| CAGR 5y | 11.87% |
| CAGR/Max DD 5y | 0.56 |
| Sharpe Ratio 12m | 0.25 |
| Alpha | 0.01 |
| Beta | 0.916 |
| Volatility | 11.55% |
| Current Volume | 0.7k |
| Average Volume 20d | 1k |
| Stop Loss | 11.1 (-3.1%) |
| Signal | -0.57 |
What is the price of SUSW shares?
Over the past week, the price has changed by -1.60%, over one month by +0.56%, over three months by +0.47% and over the past year by +5.26%.
Is iShares MSCI World SRI EUR a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SUSW is around 10.98 EUR . This means that SUSW is currently overvalued and has a potential downside of -4.1%.
Is SUSW a buy, sell or hold?
What are the forecasts/targets for the SUSW price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 12.4 | 7.9% |
SUSW Fundamental Data Overview
Market Cap EUR = 7.13b (7.13b EUR * 1.0 EUR.EUR)
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 EUR
Beta = 0.0
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 7.13b EUR (7.13b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 7.13b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 7.13b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = unknown
NOPAT = unknown (EBIT/Op.Income or Taxrate missing)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT none, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(7.13b)/V(0.0) * Re(9.40%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(none)))
Discount Rate = 9.40% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)