Industry Distribution:

• Information Technology: approx. 22%
• Healthcare: approx. 13%
• Finance: approx. 12%

Top 3 Markets:

• USA: approx. 60%
• Japan: approx. 8%
• United Kingdom: approx. 4%

The iShares MSCI World UCITS ETF is broadly diversified and reflects the performance of companies from developed markets worldwide. The majority of revenues come from the information technology sector, reflecting the increasing digitization and technological innovations. The USA dominates the market share, attributed to the strong presence of large technology and healthcare companies. Japan and the United Kingdom follow as important markets, also making significant contributions to the global economy.

iShares MSCI World UCITS ETF is an exchange-traded fund (ETF) and not a company that produces physical products.

iShares, a brand of BlackRock, offers a variety of ETFs that provide investors with access to different markets and asset classes. The iShares MSCI World UCITS ETF invests in a broad range of stocks worldwide that are included in the MSCI World Index. As it is a financial product, there are no production facilities or physical products.

Current Status: iShares MSCI World UCITS ETF is an exchange-traded fund (ETF) and not a company in the traditional sense. Therefore, it does not pursue its own growth strategy, but rather reflects the performance of the MSCI World Index.

Strategy: Passive Investing

The strategy of iShares MSCI World UCITS ETF is to closely track the performance of the MSCI World Index. The MSCI World Index includes stocks of companies from 23 developed countries, providing broad diversification across various sectors and regions.

Objective: Long-term Capital Growth

The objective of the ETF is to offer investors a cost-effective way to invest in a variety of global companies to benefit from their long-term growth potential.

As the ETF is passively managed, the focus is on minimizing costs and maximizing index replication fidelity. Investors can benefit from the global diversification and risk spreading provided by the MSCI World Index.

Commodities/Materials: Not applicable

The iShares MSCI World UCITS ETF is an exchange-traded fund (ETF) that tracks the MSCI World Index. This index includes a wide range of stocks from developed markets worldwide. As a financial fund, the ETF itself does not import any commodities or materials.

The ETF invests in stocks of companies operating in various sectors, including commodity companies. These companies may import commodities, but the ETF itself is simply a financial instrument to track the performance of these stocks.

Competitive Advantage: Moderate to strong (estimated for 2025)

The iShares MSCI World UCITS ETF, managed by iShares, one of the leading brands of BlackRock, possesses a significant competitive advantage due to several factors:

1. Market leadership and brand strength: iShares is one of the most well-known brands in the ETF sector and has established a reputation through a wide range of products and a strong market presence. This gives the ETF a head start with investors' trust.

2. Diversification: The MSCI World UCITS ETF offers broad diversification across different countries and sectors, reducing the risk for investors and making the ETF attractive.

3. Cost structure: iShares ETFs are known for their competitive fee structures, which are often lower compared to actively managed funds. This attracts cost-conscious investors.

4. Economies of scale: Due to the size and volume of assets under management, iShares can benefit from economies of scale, allowing them to reduce operating costs and increase efficiency.

Overall, the iShares MSCI World UCITS ETF has a solid competitive advantage supported by a strong brand, broad diversification, and efficient cost structure.

Institutional Investor Share: Estimate: approx. 70-80% (2025)

Insider Buys/Sells: No relevant insider transactions, as this is an ETF.

The iShares MSCI World UCITS ETF is an exchange-traded fund that tracks the MSCI World Index and is very popular among institutional investors. The institutional investor share typically ranges between 70% and 80%, as pension funds, insurance companies, and other large institutional investors often use ETFs to gain broad diversified, cost-effective exposure to global stock markets.

Since this is an ETF, there are no traditional insider buys or sells as you would see with individual companies. ETFs are investment vehicles composed of a variety of stocks and do not have "insiders" in the traditional sense.

Market share of iShares MSCI World UCITS ETF: Estimated 20% (2025)

Main competitors and their market shares:

1. Vanguard FTSE All-World UCITS ETF: Estimated 18%
2. SPDR MSCI World UCITS ETF: Estimated 15%
3. Lyxor MSCI World UCITS ETF: Estimated 12%
4. Xtrackers MSCI World UCITS ETF: Estimated 10%
5. Amundi MSCI World UCITS ETF: Estimated 8%

Moat of iShares MSCI World UCITS ETF:

The iShares MSCI World UCITS ETF has a significant moat, primarily supported by the iShares brand and BlackRock's extensive product range. The strong market presence and investors' trust in the iShares brand contribute to this ETF holding a large market share.

Compared to competitors, iShares benefits from a broad distribution network and high liquidity, which is attractive to institutional and retail investors. The ETF also offers broad diversification and a cost-effective way to invest in global stock markets.

The competition, especially Vanguard and SPDR, also offer strong products with competitive fee structures and solid performance. These companies also have strong brands and a loyal investor base, strengthening their own moats.

Overall, iShares has a slight advantage due to its market leadership and support from BlackRock, but the differences with competitors are not significant enough to create an insurmountable moat. Competition remains intense, and market shares could continue to shift in the coming years.

Fund Size: $30 billion USD (2023)
Total Expense Ratio (TER): 0.20%

The iShares MSCI World UCITS ETF offers broad diversification by investing in over 1,500 companies worldwide. This reduces the specific risk associated with investing in individual stocks. The ETF tracks the MSCI World Index, which includes companies from 23 developed countries, providing a wide geographical spread.

The relatively low Total Expense Ratio (TER) of 0.20% makes the ETF a cost-effective way to invest in global stock markets. This is particularly attractive for long-term investors looking to benefit from global economic growth.

Overall, the iShares MSCI World UCITS ETF is a solid choice for investors seeking a long-term, diversified investment in global stocks without focusing on the volatility of individual markets or sectors.

Dividend Yield: Estimate 1.5% - 2.0% (2025)
Payout Frequency: Semi-annually

The iShares MSCI World UCITS ETF is known for regularly distributing dividends, typically on a semi-annual basis. The dividend yield usually ranges between 1.5% and 2.0%, depending on the underlying stocks in the ETF and general market conditions.

The reliability of the payout depends on the performance of the companies included in the ETF, which are globally diversified. This diversification contributes to the stability of dividends by reducing the risk of income loss from individual companies. Historically, the ETF has followed a consistent dividend policy, making it an attractive option for investors seeking regular income.