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GB00B40K8478

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Analysis and statistics

  • Open
    5.0402$
  • Previous Close
    5.0402$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

The funds financial product with symbol GB00B40K8478.EUFUND refers to the iShares MSCI World SRI UCITS ETF EUR (Acc). This is an exchange-traded fund (ETF) that aims to track the investment results of an index composed of developed market companies that have positive environmental, social and governance (ESG) characteristics relative to their sector peers. The EUR in the name indicates that the fund is denominated in Euros. The "(Acc)" at the end of the name signifies that this is an accumulating share class, meaning any income earned by the fund is reinvested into the fund, rather than being distributed to investors as dividends.
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Factors

Fund Performance: Past performance & relative performance vs peers impacts investor demand.

Market Conditions: Broad market trends (bull/bear) and economic outlook influence fund valuations.

Sector Allocation: The fund's investments in specific sectors (e.g., tech, healthcare) affect performance based on sector performance.

Geographic Focus: The fund's focus on specific geographic regions or countries impacts valuations due to regional economic health.

Expense Ratio: Higher expenses lower returns, impacting the attractiveness to investors.

Management Team: Perceived skill and experience of the fund managers impact investor confidence.

Fund Size: Large funds can face challenges in generating alpha vs smaller, more nimble funds.

Investor Sentiment: Overall investor mood and risk appetite towards the market sector.

Dividend Yield: The dividend yield of the fund and its component stocks may impact price.

Currency Fluctuations: Fluctuations can impact the fund's value when holding international assets.

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