Morningstar

iShares MSCI World CTB Enhanced ESG UCITS ETF USD Inc EEWD ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EEWD

Will EEWD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EEWD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EEWD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EEWD’s parent organization’s priorities and whether they’re in line with investors’ interests.

An optimizer seeks to minimize deviations from a broad-market benchmark while incorporating ESG considerations.

Analyst Eugene Gorbatikov

Eugene Gorbatikov

Analyst

Summary

IShares MSCI World ESG Enhanced ETF offers low fees and broad exposure, making it a compelling option for investors seeking global large-cap equities. The index is constructed using optimization techniques in order to maintain the core benefits of the MSCI World Index while integrating environmental, social, and governance considerations. The fund is competitively priced within the global large-cap Morningstar Category, offering a consistent cost advantage over its peers.

by Eugene Gorbatikov
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