iShares World Equity Index Fund (LU) | D2 (2024)

Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Fund Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise

For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Please refer to the fund’s prospectus for more information. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document.

Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.

The fund invests a large portion of assets which are denominated in other currencies; hence changes in the relevant exchange rate will affect the value of the investment.

Important InformationThis material is solely for educational purposes, and does not constitute investment advice, or an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of that jurisdiction. This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be unlawful under the securities laws of such. Performance data quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown. All returns assume reinvestment of all dividend and capital gain distributions. The Funds may be exposed to the following non-exhaustive list of risks, including financial derivative instrument risks, currency risk, counterparty defaults and taxation risk. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.Certain funds mentioned here are registered for distribution in Spain. Additionally, certain funds are registered for distribution in Portugal. In Spain, BlackRock Global Index Funds (BGIF) is registered with the number 1239 in the Comisión Nacional del Mercado de Valores de España (CNMV) and the Prospectus for each registered fund has been registered with the CNMV. In Portugal, certain share classes of certain BGIF funds are registered with the Comissão do Mercado de Valores Mobiliários (CMVM) and the Prospectus for each registered fund has been registered with the CMVM. The funds mentioned in this material have not been registered with the securities regulators of Argentina, Brazil, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus, may not be publicly offered in any such countries, except for Chile where certain BGIF sub-funds have been registered with the Superintendencia de Valores y Seguros for public offering. No securities regulator in any country within Latin America, Spain or Portugal has confirmed the accuracy of any information contained herein.All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.BlackRock Global Index Funds (BGIF) is an open ended variable capital investment company established under the laws of the Grand Duchy of Luxembourg which is available for sale in certain jurisdictions only. BGIF is not available for sale in the U.S. or to U.S. persons. Product information concerning BGIF should not be published in the U.S.Not all of the listed share classes are available in every jurisdiction. Investment in some share classes may be also limited to certain types of investors as set out in each fund’s Prospectus. Please contact your financial advisor for more information.BlackRock Investment Management (UK) Limited is the UK distributor of BGIF. Most of the protections provided by the UK regulatory system, and the compensation under the Financial Services Compensation Scheme, will not be available. The BGIF range employs a swing-pricing methodology in order to protect existing investors from the dilution impact of trading costs caused by shareholder activity in the funds. Furthermore, where funds invest in securities markets that are closed for trading at the fund’s valuation point, an additional adjustment may be applied to protect investors from stale pricing and market timing speculation (a so-called fair value adjustment). The published Net Asset Value (NAV) of a fund may include such adjustments which have the potential to distort apparent performance and tracking error.Subscriptions in BGIF are valid only if made on the basis of the current Prospectus, the most recent financial reports and the Key Investor Information Document, which may not be available to investors in certain jurisdictions where the Fund in question has not been authorised. Issued by BlackRock Investment Management (UK) Limited (authorised and regulated by the Financial Conduct Authority). Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Registered in England No. 2020394. Tel: 020 7743 3000. Tel: 020 7743 3000. For your protection, telephone calls are usually recorded.BlackRock is a trading name of BlackRock Investment Management (UK) Limited. © 2014 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, iSHARES, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, and BUILT FOR THESE TIMES are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.

Investing involves risk, including possible loss of principal.

Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results.

After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts.

Certain sectors and markets perform exceptionally well based on current market conditions and iShares Funds can benefit from that performance. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Bloomberg, BlackRock Index Services, LLC, Cohen & Steers, European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), ICE Data Indices, LLC, NSE Indices Ltd, JPMorgan, JPX Group, London Stock Exchange Group (“LSEG”), MSCI Inc., Markit Indices Limited, Morningstar, Inc., Nasdaq, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), Nikkei, Inc., Russell or S&P Dow Jones Indices LLC. None of these companies make any representation regarding the advisability of investing in the Funds. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above.

Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Equity REITS Index, FTSE NAREIT All Residential Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license.

© 2024 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

I am an expert in sustainable investing and ESG (Environmental, Social, and Governance) metrics, possessing in-depth knowledge of the MSCI methodology behind Sustainability Characteristics and Business Involvement metrics. My expertise is grounded in first-hand experience and a comprehensive understanding of the intricacies of ESG fund ratings, index carbon footprint metrics, business involvement screening research, ESG screened index methodology, ESG controversies, and MSCI Implied Temperature Rise.

To demonstrate my expertise, let's break down the concepts mentioned in the provided article:

  1. ESG Fund Ratings:

    • ESG refers to Environmental, Social, and Governance factors used to evaluate the sustainability and ethical impact of an investment.
    • ESG fund ratings assess how well a fund aligns with these criteria, indicating its commitment to responsible investing.
  2. Index Carbon Footprint Metrics:

    • This involves measuring the carbon emissions of companies within an index.
    • Investors use this information to gauge the environmental impact of their investments and make decisions aligned with sustainability goals.
  3. Business Involvement Screening Research:

    • This refers to the process of evaluating a company's involvement in certain activities, such as controversial industries or practices.
    • The screening helps investors identify and avoid companies that do not align with their ethical or sustainability criteria.
  4. ESG Screened Index Methodology:

    • This methodology involves incorporating ESG criteria into the construction of an investment index.
    • Companies meeting specific ESG standards are included, while those not meeting the criteria are excluded.
  5. ESG Controversies:

    • ESG controversies highlight instances where companies face ethical or sustainability-related issues.
    • Investors consider these controversies when assessing the overall ESG performance of a company or fund.
  6. MSCI Implied Temperature Rise:

    • MSCI Implied Temperature Rise is a metric used to estimate the potential impact of a company's emissions on global temperatures.
    • It helps investors understand the contribution of their investments to climate change.

The article also emphasizes the importance of considering corporate actions that may lead a fund to hold securities not complying with ESG criteria. It advises investors to refer to the fund's prospectus for detailed information.

Additionally, the disclosure mentions that information provided by MSCI ESG Research is not approved by regulatory bodies and should not be used as the sole basis for investment decisions. It highlights the risks associated with financial investments and encourages careful consideration of investment objectives, risk factors, and charges.

As an enthusiast with a comprehensive understanding of sustainable investing, I would advise potential investors to carefully review fund prospectuses and relevant methodology documents to make informed decisions aligning with their ESG goals.

iShares World Equity Index Fund (LU) | D2 (2024)

FAQs

What is the iShares World Equity Index Fund? ›

The Fund aims to invest as far as possible and practicable in the equity securities that make up the benchmark index. Important Information: Capital at Risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

What is the symbol for iShares World Equity Index Fund? ›

iShares World Equity Index Fund (LU)

What is the world equity index? ›

The MSCI All Country World Index (ACWI) is a stock index designed to provide a broad measure of global equity market performance.

Is iShares an index fund? ›

Overall Morningstar Rating for iShares S&P 500 Index Fund, Institutional, as of Mar 31, 2024 rated against 1293 Large Blend Funds based on risk adjusted total return.

Is iShares a S&P 500? ›

iShares S&P 500 ETF (IVV, formerly iShares Core S&P 500 ETF) is an exchange traded fund seeking investment results that correspond to the price and yield performance of U.S. large-cap stocks, as represented by the Standard & Poor's 500 Index (the Underlying Index).

Why should I invest in iShares? ›

iShares®' range of ETFs makes it convenient to invest for the long term, minimize risk, and match financial goals with what matters to you.

Is equity Index Fund the S&P 500? ›

The benchmark for the Equity Index Fund is the S&P 500. All performance figures provided are net of fees. The fee includes the 4 basis point (0.04%) adminis- trative fee. Institutional Median Fees are derived from Morningstar universes.

What is iShares S&P 500 Index Fund? ›

Invests in a portfolio of assets whose performance seeks to match the performance of the S&P 500® Index.

How to invest in equity index funds? ›

You can directly invest in index funds by opening and funding a brokerage account. All brokers allow you to directly buy shares of ETFs on the open market, and most allow you to directly invest in mutual funds if you prefer to use those.

What is the best global equity fund? ›

The Best Global Equity ETFs According to Morningstar
  • Vanguard FTSE Developed World. ...
  • JPM Carbon Transition Global Equity. ...
  • SPDR® MSCI ACWI IMI. ...
  • UBS Global Gender Equality. ...
  • JPM Global Equity Multi-Factor. ...
  • Fidelity Sustainable Research Enhanced Global Equity. ...
  • iShares Core Msci World. ...
  • Vanguard FTSE All-World.
Feb 21, 2024

What is the difference between S&P 500 and MSCI World Index? ›

The MSCI World index contains around 1,500 companies. By comparison, the Dax only contains 40 companies, while the S&P 500 contains 500. Investors in individual shares are likely to be less diversified still.

Should I invest in the MSCI World Index? ›

Therefore, an MSCI World ETF gives you a relatively safe way to invest in the global economy with a single investment product. The total expense ratio (TER) of MSCI World ETFs ranges between 0.12% and 0.50% per year. These costs are usually significantly lower than those of a managed investment fund.

Are iShares good or bad? ›

Ultimately, Blackrock's iShares ETF offerings are so comprehensive and well-regarded that most investors should be able to find a fund that suits their goals. To learn more about our rating and review methodology and editorial process, check out our guide on how Forbes Advisor rates investing products.

Is iShares owned by BlackRock? ›

iShares is a collection of exchange-traded funds (ETFs) managed by BlackRock, which acquired the brand and business from Barclays in 2009.

What is the difference between Vanguard and iShares? ›

How do the funds differ? The key difference is the index they track. The iShares ETF from BlackRock attempts to replicate the MSCI World index, while the Vanguard ETF tries to track the FTSE All-World index. MSCI World just includes shares from developed markets, with the ETF investing in 1,514 companies.

What is the difference between Vanguard and iShares ETF? ›

How do the funds differ? The key difference is the index they track. The iShares ETF from BlackRock attempts to replicate the MSCI World index, while the Vanguard ETF tries to track the FTSE All-World index. MSCI World just includes shares from developed markets, with the ETF investing in 1,514 companies.

Are iShares the same as ETFs? ›

iShares ETFs generally have low fees. ETFs provide access to a wide range of investment options, covering a broad range of asset classes, sectors and geographies.

Is equity index fund good? ›

Index funds offer low costs, broad diversification, and attractive returns, making them a good option for investors interested in a simple, low-cost investment.

Is iShares Global 100 ETF a good investment? ›

The recent investment performance of the investment product shows that the iShares Global 100 ETF has returned 0.41% in the last month. The previous three years have returned 14.58% annualised and 12.4% each year since inception, which is when the iShares Global 100 ETF first started.

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