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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
iShares ESG Balanced ETF Portfolio: holdings, performance and fees
Top 10 holdings
| Holding | Weight |
|---|---|
| ISHARES ESG MSCI USA ADVCD IDX ETF | 28.8% |
| ISHARES ESG MSCI CA ADVCD IDX ETF | 21.1% |
| ISHARES ESG MSCI EAFE ADVCD IDX ETF | 13.0% |
| ISHARES 1-5 YEAR LADDERED GOVERNMENT BOND INDEX ETF | 10.4% |
| ISHARES ESG ADV CDN CORP BD IDX ETF | 10.3% |
| BLACKROCK ASSET MANAGEMENT CANADA LIMITED ISHARES ESG ADVANCED 1-5 YEAR CANADIAN CORPORATE BOND IDX ETF CAD | 8.3% |
| ISHARES 1-10 YR LADDERED GOVT ETF | 5.5% |
| ISHARES 20+ YEAR TREASURY BOND ETF | 3.0% |
Top countries
- Canada51.6%
- United States33.6%
- Japan3.8%
- Other3.2%
- Switzerland1.5%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN