# iShares MSCI World SRI UCITS ETF (SUSW) **Source:** https://fundology.uk/fund/susw · ISIN IE00BYX2JD69 · 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, SUSW (iShares MSCI World SRI UCITS ETF, ISIN IE00BYX2JD69) closed at €14.05 on the London Stock Exchange. Its ongoing charge is 0.20% a year (about £20 on £10,000). Over the five years to 30/09/2026 its total return was +58.6%, or +24.0% after UK CPIH inflation. ## Summary iShares MSCI World SRI UCITS ETF is an exchange-traded fund (ETF) from iShares, launched in 2017. It tracks the MSCI World SRI Select Reduced Fossil Fuel Index - EUR — about 1,300 large and medium-sized companies in 23 developed countries, around 70% of it in the US. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.2% a year — about £20 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: **€14.05** (30/09/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | SUSW | | ISIN | IE00BYX2JD69 | | Category | Sustainable & clean energy | | Type | ETF | | Provider | iShares | | Tracks | MSCI World SRI Select Reduced Fossil Fuel Index - EUR | | Income | Accumulating | | Ongoing charge | 0.20% a year (£20 per £10,000) | | Fund size | £4.6bn | | Launched | 2017 | | 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 | +15.85% | +12.21% | income reinvested | | 3 years | +47.67% | +33.25% | income reinvested | | 5 years | +58.61% | +23.99% | income reinvested | Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published. ## Calendar-year returns Calendar-year returns of iShares MSCI World SRI UCITS ETF in pounds (price, with income reinvested in the fund): 2022 −11.8%, 2023 +18.3%, 2024 +13.6%, 2025 +6.5%; 2026 to 30/09/2026 +13.2%. Returns of iShares MSCI World SRI UCITS ETF in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +16.8%; to 30/09/2025: +9.5%; to 30/09/2024: +15.2%; to 30/09/2023: +9.5%; to 30/09/2022: −3.0%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -11.8% | -19.2% | Price | | 2023 | +18.3% | +13.6% | Price | | 2024 | +13.6% | +9.8% | Price | | 2025 | +6.5% | +2.9% | Price | | 2026 to 30/09/2026 | +13.2% | +10.0% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 11.91% | -7.77% | | 3 years | 12.69% | -16.55% | | 5 years | 13.48% | -17.68% | ## Largest fall Volatility of iShares MSCI World SRI UCITS ETF in pounds, annualised from weekly returns to 30/09/2026: 11.9% over 1 year, 12.7% over 3 years, 13.5% over 5 years. Largest fall in the price of iShares MSCI World SRI UCITS ETF since October 2021, in pounds: −17.7% from 05/11/2021 to 17/06/2022. The lowest 12-month return of iShares MSCI World SRI UCITS ETF in pounds (price, with income reinvested in the fund) since January 2021 was −11.8% (12 months to 30/12/2022); the highest was +27.8% (12 months to 17/04/2026). On 30/09/2026 the price of iShares MSCI World SRI UCITS ETF was 0.7% below its highest weekly close since October 2021 (28/08/2026), in pounds. ## Charges compared with similar funds Ongoing charge of iShares MSCI World SRI UCITS ETF 0.20% a year, as of 01/10/2026: 111 of the 162 other sustainable and clean-energy funds charge more, 14 the same and 37 less (share classes counted once). ## Charges & eligibility - Ongoing charges figure (OCF): **0.20%** per year - ISA eligible: yes - SIPP eligible: yes ## Top holdings Largest positions (as of 29/09/2026): | Holding | Weight | |---|---| | NVIDIA | 8.98% | | ASML | 3.93% | | Tesla | 3.68% | | Visa · Class A | 2.82% | | Verizon Communications | 2.44% | | Applied Material | 2.38% | | Lam Research | 2.37% | | Walt Disney | 2.33% | | Palo Alto Networks | 1.85% | | Coca-Cola | 1.56% | ## Where it invests Shares of the whole fund. Bonds, cash and positions the source does not classify are shown as they come, not guessed. ### By sector As published by iShares, as of 29/09/2026. | Sector | Weight | |---|---| | Information Technology | 31.2% | | Financials | 16.9% | | Industrials | 12.3% | | Health Care | 9.6% | | Consumer Discretionary | 9.3% | | Communication Services | 8.0% | | Consumer Staples | 5.5% | | Materials | 3.6% | | Other sectors | 3.6% | ### By country As published by iShares, as of 29/09/2026. | Country | Weight | |---|---| | United States | 65.0% | | Japan | 7.8% | | Netherlands | 5.5% | | Switzerland | 4.2% | | Canada | 4.1% | | France | 2.9% | | Germany | 2.4% | | United Kingdom | 2.0% | | Other countries | 6.1% | ### By type of asset Added up from the holdings iShares publishes, as of 29/09/2026. | Type of asset | Weight | |---|---| | Equity | 99.5% | | Cash and money market | 0.4% | All 362 holdings: https://fundology.uk/fund/susw/holdings --- 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.