iShares Listed Private Eq ETF USD Dist 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 (Dist) IPRV
Morningstar’s Analysis IPRV
Will IPRV 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 54.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Brookfield Corp Registered Shs -A- Limited Vtg | 7.68 | 68M | Financial Services |
3i Group Ord | 7.02 | 62M | Financial Services |
Blackstone Inc | 6.87 | 61M | Financial Services |
Apollo Global Management Inc | 6.82 | 61M | Financial Services |
Brookfield Asset Management Ltd Ordinary Shares - Class A | 6.65 | 59M | Financial Services |
Washington H Soul Pattinson and Co Ltd | 4.41 | 39M | Financial Services |
Ares Capital Corp | 4.07 | 36M | Financial Services |
Partners Group Holding AG | 3.79 | 34M | Financial Services |
EQT AB Ordinary Shares | 3.77 | 34M | Financial Services |
KKR & Co Inc Ordinary Shares | 3.75 | 33M | Financial Services |