# iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR (SDUE) **Source:** https://fundology.uk/fund/sdue · ISIN IE00BFNM3F38 · 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, SDUE (iShares MSCI Europe Screened UCITS ETF EUR, ISIN IE00BFNM3F38) closed at £7.57 on the London Stock Exchange. Its ongoing charge is 0.12% a year (about £12 on £10,000). Over the five years to 30/09/2026 its total return was +60.4%, or +25.4% after UK CPIH inflation. ## Summary iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR is an exchange-traded fund (ETF) from iShares, launched in 2018. It tracks the MSCI Europe Screened Index — large and medium-sized European companies. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.12% a year — about £12 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is paid out to holders as cash, usually a few times a year. Latest close: **£7.57** (30/09/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | SDUE | | ISIN | IE00BFNM3F38 | | Category | European shares | | Type | ETF | | Provider | iShares | | Tracks | MSCI Europe Screened Index | | Income | Distributing | | Ongoing charge | 0.12% a year (£12 per £10,000) | | Fund size | £311m | | Launched | 2018 | | 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 | +15.26% | +11.65% | income reinvested | | 3 years | +51.50% | +36.71% | income reinvested | | 5 years | +60.38% | +25.37% | income reinvested | Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published. ## Calendar-year returns Calendar-year returns of iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR in pounds (price only, income paid out not included): 2022 −8.6%, 2023 +11.9%, 2024 +1.1%, 2025 +21.0%; 2026 to 30/09/2026 +6.0%. Returns of iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +12.0%; to 30/09/2025: +8.8%; to 30/09/2024: +13.7%; to 30/09/2023: +15.4%; to 30/09/2022: −14.5%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -8.6% | -16.3% | Price | | 2023 | +11.9% | +7.5% | Price | | 2024 | +1.1% | -2.4% | Price | | 2025 | +21.0% | +16.8% | Price | | 2026 to 30/09/2026 | +6.0% | +3.0% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 13.69% | -11.10% | | 3 years | 12.88% | -11.10% | | 5 years | 14.26% | -18.97% | ## Largest fall Volatility of iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR in pounds, annualised from weekly returns to 30/09/2026: 13.7% over 1 year, 12.9% over 3 years, 14.3% over 5 years. Largest fall in the price of iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR since October 2021, in pounds: −19.0% from 12/11/2021 to 14/10/2022. The lowest 12-month return of iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR in pounds (price only, income paid out not included) since January 2021 was −14.6% (12 months to 14/10/2022); the highest was +24.9% (12 months to 10/04/2026). On 30/09/2026 the price of iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR was 3.4% below its highest weekly close since October 2021 (14/08/2026), in pounds. ## Charges compared with similar funds Ongoing charge of iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR 0.12% a year, as of 01/10/2026: 178 of the 225 other European share funds charge more, 18 the same and 29 less (share classes counted once). ## Funds tracking the same index 2 funds track MSCI Europe Screened Index, this one included and share classes counted once; their ongoing charges range from 0.12% to 0.14% a year (30/09/2026). | Fund | Ongoing charge | 1 year | 3 years | 5 years | |---|---|---|---|---| | iShares IV PLC - iShares MSCI Europe Screened UCITS ETF AccumEUR | 0.14% | +15.3% | +51.5% | +60.2% | | iShares IV PLC - iShares MSCI Europe Screened UCITS ETF EUR (this fund) | 0.12% | +15.3% | +51.5% | +60.4% | Returns are the data vendor’s, in pounds, income reinvested unless marked "(price)". ## Charges & eligibility - Ongoing charges figure (OCF): **0.12%** 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.