# iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD (FSWD) **Source:** https://fundology.uk/fund/fswd · ISIN IE00BZ0PKT83 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS ## At a glance > Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise. As of 30/09/2026, FSWD (iShares STOXX World Equity Multifactor UCITS ETF, ISIN IE00BZ0PKT83) closed at £12.46 on the London Stock Exchange. Its ongoing charge is 0.50% a year (about £50 on £10,000). Over the five years to 30/09/2026 its total return was +81.3%, or +41.8% after UK CPIH inflation. ## Summary iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD is an exchange-traded fund (ETF) from iShares, launched in 2015. It tracks the STOXX Developed World Equity Factor Screened (USD)(NR). You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.5% a year — about £50 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you. Latest close: **£12.46** (30/09/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | FSWD | | ISIN | IE00BZ0PKT83 | | Category | Global shares | | Type | ETF | | Provider | iShares | | Tracks | STOXX Developed World Equity Factor Screened (USD)(NR) | | Income | Accumulating | | Ongoing charge | 0.50% a year (£50 per £10,000) | | Fund size | £524m | | Launched | 2015 | | Domicile | Ireland | ## Past returns (periods to 30/09/2026) After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation. | Window | Return | After CPIH inflation | Measured as | |---|---|---|---| | 1 year | +22.97% | +19.11% | income reinvested | | 3 years | +71.00% | +54.30% | income reinvested | | 5 years | +81.34% | +41.76% | income reinvested | Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published. ## Calendar-year returns Calendar-year returns of iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD in pounds (price, with income reinvested in the fund): 2022 −5.4%, 2023 +9.0%, 2024 +19.0%, 2025 +16.9%; 2026 to 30/09/2026 +18.6%. Returns of iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +24.0%; to 30/09/2025: +18.3%; to 30/09/2024: +16.6%; to 30/09/2023: +6.3%; to 30/09/2022: −0.7%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -5.4% | -13.4% | Price | | 2023 | +9.0% | +4.7% | Price | | 2024 | +19.0% | +14.9% | Price | | 2025 | +16.9% | +12.9% | Price | | 2026 to 30/09/2026 | +18.6% | +15.3% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 11.03% | -5.90% | | 3 years | 11.63% | -14.63% | | 5 years | 12.42% | -14.63% | ## Largest fall Volatility of iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD in pounds, annualised from weekly returns to 30/09/2026: 11.0% over 1 year, 11.6% over 3 years, 12.4% over 5 years. Largest fall in the price of iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD since October 2021, in pounds: −14.6% from 31/01/2025 to 04/04/2025. The lowest 12-month return of iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD in pounds (price, with income reinvested in the fund) since January 2021 was −5.9% (12 months to 16/12/2022); the highest was +34.6% (12 months to 17/04/2026). On 30/09/2026 the price of iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD was 0.4% below its highest weekly close since October 2021 (25/09/2026), in pounds. ## Charges compared with similar funds Ongoing charge of iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD 0.50% a year, as of 01/10/2026: 36 of the 211 other global share funds charge more, 5 the same and 170 less (share classes counted once). ## Funds tracking the same index 2 funds track STOXX Developed World Equity Factor Screened (USD)(NR), this one included and share classes counted once; their ongoing charges range from 0.36% to 0.50% a year (30/09/2026). | Fund | Ongoing charge | 1 year | 3 years | 5 years | |---|---|---|---|---| | iShares STOXX World Equity Multifactor UCITS ETF Accum Shs Hedged EUR | 0.36% | +18.7% | +75.5% | +65.0% | | iShares STOXX World Equity Multifactor UCITS ETF Accum Shs USD (this fund) | 0.50% | +23.0% | +71.0% | +81.3% | Returns are the data vendor’s, in pounds, income reinvested unless marked "(price)". ## Charges & eligibility - Ongoing charges figure (OCF): **0.50%** per year - ISA eligible: yes - SIPP eligible: yes --- We show information. We are not financial advisers, not authorised by the FCA, and never recommend specific investments. Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.