iShares MSCI United Kingdom ETF EWU
About this Fund
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index is designed to measure the performance of the large- and mid-capitalization segments of the UK market. The fund is non-diversified.
Investment Strategy & Highlights
- Theme: Tracks UK.
- Category: Focused Region · managed by iShares.
- Diversification: 10 top holdings reported; the top 10 positions account for 52.1% of the portfolio.
- Largest position: HSBC Holdings PLC (HSBA.L) at 9.70%.
- Top sector: Financial Services at 24.7% of holdings.
- Geographic exposure: United Kingdom (52.1%) .
- Cost: Expense ratio of 0.50% — moderate for this category.
- Income: Distributes a yield of approximately 3.47%.
- Track record: 3Y avg +18.44% · 5Y avg +11.12% per year.
- Trading: Listed on PCX, denominated in USD.
Curated from issuer disclosures, fund factsheets, and public market data. Figures are illustrative and not investment advice.
Key Facts
Performance Returns
Total price return over each window. 3Y/5Y use weekly close history; shorter windows use daily closes.
Risk & Volatility
Volatility = stdev of daily returns × √252. Sharpe-like = annualized mean / annualized vol (rf = 0%). Educational estimates from 1-year price history.
Technical Trend
Signal: Bullish (price > SMA50 > SMA200)
Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.
PROS
- Low expense ratio (0.50%).
- Attractive risk-adjusted return (Sharpe~1.48).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from fund metrics.
Price Chart
Top Holdings (10)
| # | Symbol / CUSIP | Name | Weight % |
|---|---|---|---|
| 1 | HSBA.L | HSBC Holdings PLC | +9.70% |
| 2 | AZN.L | AstraZeneca PLC | +9.06% |
| 3 | SHEL.L | Shell PLC | +7.94% |
| 4 | RR.L | Rolls-Royce Holdings PLC | +4.16% |
| 5 | BATS.L | British American Tobacco PLC | +3.94% |
| 6 | ULVR.L | Unilever PLC | +3.92% |
| 7 | BP.L | BP PLC | +3.85% |
| 8 | RIO.L | Rio Tinto PLC Ordinary Shares | +3.47% |
| 9 | GSK.L | GSK PLC | +3.29% |
| 10 | NG.L | National Grid PLC | +2.73% |
Top holdings as reported by the fund issuer; full list of constituents may not be available.
Sector Allocation
Latest News
Recent headlines for EWU