iShares Listed Private Equity UCITS ETF USD (Dist) IPRV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IPRV

Will IPRV outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings IPRV

  • 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

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