investment_programs.slider.risk.current
Low risk
Lower expected income
High risk
Higher expected income

The investment direction aims to closely track the performance of the MSCI World Equity Index, offering investors comprehensive exposure to a diverse range of companies across 23 developed countries, covering ~85% of the listed equities in each country. It reflects the development of large and medium-sized companies around the world, essentially capturing the dynamics of the global equity market. 

This investment direction is suitable for investors seeking long-term growth, emphasizing diversification to spread risk across various countries and companies within developed markets. It may be particularly appealing to investors interested in the advantages of a passively managed strategy, offering cost-effective approach to trace the performance of the global equity market. 

The present investment object of the investment direction, allocated at 100%, is the iShares Core MSCI World ETF (ISIN: IE00B4L5Y983), chosen as one of the leading funds in its category. For more information about the fund, you can visit the fund manager's website [here] or the Morningstar analyst website [here]. 

Investment object

Fund iShares Core MSCI World ETF
Fund manager BlackRock Asset Management Ireland - ETF
Launch date 25.09.2009
Currency EUR
ISIN code IE00B4L5Y983
Risk indicator 4
Date 16.05.2025
Price 100.96

Fund price chart

Returns

as of 16.05.2025
Short-term returns
Long-term returns
Annualized returns
1 day
0.73% (vērtības pieagums)
1 year
9.39% (vērtības pieagums)
1 year
9.39% (vērtības pieagums)
1 month
11.99% (vērtības pieagums)
3 years
40.36% (vērtības pieagums)
3 years
11.96% (vērtības pieagums)
3 months
-6.41% (vērtības samazināšanās)
5 years
103.05% (vērtības pieagums)
5 years
15.22% (vērtības pieagums)
6 months
-1.10% (vērtības samazināšanās)
10 years
162.02% (vērtības pieagums)
10 years
10.11% (vērtības pieagums)
Year to date (YTD)
-2.54% (vērtības samazināšanās)