iShares Listed Private Eq ETF USD Acc holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares Listed Private Equity UCITS ETF USD (Acc) IPRA
Morningstar’s Analysis IPRA
Will IPRA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Brookfield Corp Registered Shs -A- Limited Vtg | 7.84 | 69M | Financial Services |
Blackstone Inc | 7.08 | 62M | Financial Services |
Brookfield Asset Management Ltd Ordinary Shares - Class A | 6.83 | 60M | Financial Services |
3i Group Ord | 6.78 | 60M | Financial Services |
Apollo Global Management Inc | 6.55 | 58M | Financial Services |
Washington H Soul Pattinson and Co Ltd | 4.42 | 39M | Financial Services |
Ares Capital Corp | 4.09 | 36M | Financial Services |
Partners Group Holding AG | 3.92 | 34M | Financial Services |
EQT AB Ordinary Shares | 3.91 | 34M | Financial Services |
KKR & Co Inc Ordinary Shares | 3.81 | 33M | Financial Services |