iShares MSCI World SRI UCITS ETF
SRI Style:
Limited Exclusions
SDR Labelling:
Not eligible to use label
Product:
ETF
Fund Region:
Global
Fund Asset Type:
Passive Equity
Launch Date:
12/10/2017
Last Amended:
Dialshifter (
):
Fund Size:
£5880.00m
(as at: 31/01/0005)
ISIN:
IE00BYX2JD69, IE00BMZ17T93, IE00BDZZTM54
Sustainable, Responsible
&/or ESG Overview:
No response when requested information from manager (March 2024)
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objectives and Investment Policy
The Share Class is a share class of a Fund which aims to achieve a return on your investment, through a combination of capital growth and income on the Fund's investments, which reflect the return of the MSCI World SRI Select Reduced Fossil Fuel Index, the Fund’s benchmark index (Index).
The Share Class, via the Fund, is passively managed and aims to invest so far as possible and practicable in equity securities (e.g. shares) that make up the Index.
The Index measures the performance of a sub-set of equity securities (e.g. shares) within four regional indices: the MSCI Pacific Index, the MSCI Europe & Middle East Index, the MSCI Canada Index, and the MSCI USA Index (“Regional Indices”) which are issued by global companies with higher environmental, social and governance (“ESG”) ratings than other sector peers within the relevant Regional Indices, based on a series of exclusionary and ratings based criteria.
Companies are excluded from the Index if they are identified as being involved in certain business lines/activities, as outlined in the Fund’s Prospectus. The remaining companies are rated by the index provider based on their ability to manage their ESG risks and opportunities and are given a MSCI ESG rating. Companies that are involved in very severe controversies are also excluded based on an MSCI ESG controversy score.
The Fund will adopt a best-in-class approach to sustainable investing, this means that it is expected that the Fund will invest in the best issuers from an ESG / socially responsible investment (“SRI”) perspective (based on the ESG or SRI criteria of the Index) within each relevant sector of activities covered by the Index. The portfolio of the Fund is reduced by at least 20% compared to the Regional Indices. More than 90% of the issuers of securities the Fund invests in, excluding cash and money market funds, are ESG rated or have been analysed for ESG purposes.
The Fund's investment in the equity securities that make up the Index will, at the time of purchase, comply with the ESG requirements of the Index. Where securities no longer meet such requirements, the Fund may continue to hold them until they cease to form part of the Index and it is practicable to sell them.
(Source: KIID, as at February 2025)
SDR Labelling: Not eligible to use label
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
iShares MSCI World SRI UCITS ETF |
Limited Exclusions | Not eligible to use label | ETF | Global | Passive Equity | 12/10/2017 | ||
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Fund Size: £5880.00m (as at: 31/01/0005) ISIN: IE00BYX2JD69, IE00BMZ17T93, IE00BDZZTM54 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested information from manager (March 2024) |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objectives and Investment Policy The Share Class is a share class of a Fund which aims to achieve a return on your investment, through a combination of capital growth and income on the Fund's investments, which reflect the return of the MSCI World SRI Select Reduced Fossil Fuel Index, the Fund’s benchmark index (Index). The Share Class, via the Fund, is passively managed and aims to invest so far as possible and practicable in equity securities (e.g. shares) that make up the Index. The Index measures the performance of a sub-set of equity securities (e.g. shares) within four regional indices: the MSCI Pacific Index, the MSCI Europe & Middle East Index, the MSCI Canada Index, and the MSCI USA Index (“Regional Indices”) which are issued by global companies with higher environmental, social and governance (“ESG”) ratings than other sector peers within the relevant Regional Indices, based on a series of exclusionary and ratings based criteria. Companies are excluded from the Index if they are identified as being involved in certain business lines/activities, as outlined in the Fund’s Prospectus. The remaining companies are rated by the index provider based on their ability to manage their ESG risks and opportunities and are given a MSCI ESG rating. Companies that are involved in very severe controversies are also excluded based on an MSCI ESG controversy score. The Fund will adopt a best-in-class approach to sustainable investing, this means that it is expected that the Fund will invest in the best issuers from an ESG / socially responsible investment (“SRI”) perspective (based on the ESG or SRI criteria of the Index) within each relevant sector of activities covered by the Index. The portfolio of the Fund is reduced by at least 20% compared to the Regional Indices. More than 90% of the issuers of securities the Fund invests in, excluding cash and money market funds, are ESG rated or have been analysed for ESG purposes. The Fund's investment in the equity securities that make up the Index will, at the time of purchase, comply with the ESG requirements of the Index. Where securities no longer meet such requirements, the Fund may continue to hold them until they cease to form part of the Index and it is practicable to sell them. (Source: KIID, as at February 2025)
SDR Labelling: Not eligible to use label |
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