AUM
EUR 47M
nano
TER
0.25%
YTD Return
+7.05%
Currency
EUR
Replication
—
Inception
2020-09-08
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)
+7.05%
YTD
+7.05%
30-Day
—
Monthly Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.12% | +1.46% | -4.29% | +4.85% | +3.55% | +0.40% | — | — | — | — | — | — | — | |
| 2025 | +1.73% | -0.09% | -3.64% | -0.73% | +2.73% | +1.26% | +1.42% | +0.55% | +1.62% | +1.88% | +0.01% | +0.01% | +6.80% | |
| 2024 | +0.48% | +1.46% | +1.71% | -2.41% | +1.72% | +1.91% | +1.28% | +0.51% | +1.23% | -0.59% | +3.31% | -1.07% | +9.82% | |
| 2023 | +3.57% | -1.66% | +1.26% | -0.05% | -0.21% | +1.64% | +1.14% | -1.10% | -2.31% | -1.91% | +4.89% | +3.48% | +8.77% | |
| 2022 | -3.67% | -2.53% | +0.44% | -4.05% | -0.83% | -4.84% | +6.33% | -2.82% | -6.34% | +2.29% | +3.68% | -3.60% | -15.51% | |
| 2021 | -0.35% | -0.27% | +2.25% | +1.61% | +0.69% | +1.76% | +1.21% | +1.64% | -2.39% | +3.34% | -0.43% | +2.03% | +11.54% | |
| 2020 | — | — | — | — | — | — | — | — | — | -1.77% | +6.01% | +1.39% | — |