(SUSW) iShares MSCI World SRI - Ratings and Ratios

The investment objective of the iShares MSCI World SRI UCITS ETF EUR (Acc) is to provide investors with a total return, combining capital and income, by tracking the performance of the MSCI World SRI Select Reduced Fossil Fuel Index. This index is designed to represent the performance of large- and mid-capitalization companies across developed markets, with a focus on socially responsible investments (SRI) and reduced exposure to fossil fuels. The fund is listed on the SIX Swiss Exchange under the ticker SUSW and is classified as a Global Large-Cap Blend Equity ETF. For more information, visit the BlackRock website at http://www.blackrock.com.

The fund employs a replication strategy, aiming to closely track the indexs performance by holding a representative sample of its constituents. It focuses on companies with strong environmental, social, and governance (ESG) profiles while excluding those with significant fossil fuel reserves. The ETFs portfolio spans multiple sectors, including technology, healthcare, financials, and consumer goods, providing diversification across industries. As of the latest data, the fund has assets under management (AUM) of 7,128.11 million EUR, indicating significant investor interest in SRI strategies. The funds expense ratio is competitive within the ESG ETF category, making it an attractive option for cost-conscious investors seeking sustainable exposure to global equities.

From a technical standpoint, the funds price action reflects broader market trends. The 20-day moving average (SMA 20) of 10.52 and 50-day moving average (SMA 50) of 11.17 suggest recent downward momentum, while the 200-day moving average (SMA 200) of 11.42 indicates a potential support level. The Average True Range (ATR) of 0.23 highlights moderate volatility. The funds average daily trading volume of 7,249 shares suggests liquidity, though it is not among the most actively traded ETFs. Investors should monitor these technical indicators for potential buy or sell signals.

Over the next three months, the funds performance is expected to align closely with the MSCI World SRI Select Reduced Fossil Fuel Index. Based on the current technical data, the fund may face headwinds due to the recent downward trend in its moving averages. However, its strong AUM and the growing demand for ESG investments could provide support. The 3-month forecast is as follows: