AUM
USD 7M
nano
TER
0.25%
YTD Return
+8.10%
Currency
USD
Replication
—
Inception
2022-03-29
Dividend
Accumulating
Domicile
Ireland
Asset Class
Multi Asset
ESG Exclusion
Classification
Asset ClassMulti-Asset
Management StyleActive
DistributionAccumulating
AUM TierNano (<$50M)
Currency TreatmentUnhedged
Legal StructureUCITS
UCITS EligibleYes
The iShares Moderate Portfolio UCITS ETF seeks to provide a total return through an actively managed, multi-asset portfolio, at least 80% of which meets the fund’s ESG criteria, whilst targeting a moderate risk profile.
as of 2026-07-28
2026 (6M)
+8.10%
YTD
+8.10%
30-Day
—
Monthly Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.27% | +1.59% | -4.05% | +5.10% | +3.65% | +0.52% | — | — | — | — | — | — | — | |
| 2025 | +1.86% | +0.04% | -3.68% | -0.59% | +2.86% | +1.49% | +1.60% | +0.76% | +1.81% | +2.05% | +0.16% | +0.21% | +8.74% | |
| 2024 | +0.58% | +1.59% | +1.82% | -2.27% | +1.87% | +2.01% | +1.43% | +0.70% | +1.38% | -0.44% | +3.35% | -0.91% | +11.56% | |
| 2023 | +3.84% | -1.45% | +1.49% | +0.13% | -0.05% | +1.87% | +1.29% | -0.91% | -2.13% | -1.79% | +5.18% | +3.63% | +11.34% | |
| 2022 | — | — | — | -3.87% | -0.66% | -4.54% | +6.34% | -2.58% | -5.93% | +2.50% | +3.97% | -3.39% | — |