AUM
GBP 24M
nano
TER
0.25%
YTD Return
+7.98%
Currency
GBP
Replication
—
Inception
2020-09-14
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)
+7.98%
YTD
+7.98%
30-Day
—
Monthly Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.26% | +1.61% | -4.11% | +4.98% | +3.70% | +0.53% | — | — | — | — | — | — | — | |
| 2025 | +1.89% | +0.05% | -3.56% | -0.59% | +2.86% | +1.45% | +1.64% | +0.72% | +1.79% | +2.08% | +0.16% | +0.20% | +8.88% | |
| 2024 | +0.57% | +1.57% | +1.81% | -2.34% | +1.83% | +2.01% | +1.40% | +0.63% | +1.32% | -0.47% | +3.39% | -0.91% | +11.21% | |
| 2023 | +3.66% | -1.53% | +1.40% | +0.05% | -0.11% | +1.75% | +1.26% | -0.96% | -2.22% | -1.81% | +5.00% | +3.60% | +10.23% | |
| 2022 | -3.58% | -2.46% | +0.54% | -3.93% | -0.75% | -4.77% | +6.35% | -2.75% | -6.35% | +2.38% | +3.83% | -3.50% | -14.68% | |
| 2021 | -0.30% | -0.20% | +2.28% | +1.70% | +0.73% | +1.81% | +1.26% | +1.70% | -2.34% | +3.35% | -0.37% | +2.08% | +12.21% | |
| 2020 | — | — | — | — | — | — | — | — | — | -1.70% | +6.05% | +1.45% | — |