We acknowledge the advantages of a passive approach to the UK equity market. Given its meaningful cost advantage, the Shares Core FTSE 100 ETF can deliver above-average returns over the long term. Nevertheless, the index's bias toward large- and mega-cap companies may limit its long-term potential, leading to a Morningstar Analyst Rating of Bronze.
iShares Core FTSE 100 ETF GBP Dist ISF
Morningstar’s Analysis ISF
Will ISF outperform in 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 47.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Shell PLC | 9.28 | 1.1 Bil | Energy |
AstraZeneca PLC | 8.24 | 979.2 Mil | Healthcare |
HSBC Holdings PLC | 6.23 | 740.4 Mil | Financial Services |
Unilever PLC | 4.71 | 559.6 Mil | Consumer Defensive |
BP PLC | 4.30 | 511.8 Mil | Energy |
GSK PLC | 3.23 | 384.1 Mil | Healthcare |
RELX PLC | 3.08 | 365.7 Mil | Industrials |
Diageo PLC | 3.05 | 362.8 Mil | Consumer Defensive |
Rio Tinto PLC Registered Shares | 2.91 | 346.3 Mil | Basic Materials |
Glencore PLC | 2.83 | 336.2 Mil | Basic Materials |