# iShares MSCI USA SRI UCITS ETF (SUUS) **Source:** https://fundology.uk/fund/suus · ISIN IE00BYVJRR92 · 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, SUUS (iShares MSCI USA SRI UCITS ETF, ISIN IE00BYVJRR92) closed at £15.64 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 +70.4%, or +33.2% after UK CPIH inflation. ## Summary iShares MSCI USA SRI UCITS ETF is an exchange-traded fund (ETF) from iShares, launched in 2016. It tracks the MSCI USA SRI Select Reduced Fossil Fuel Index. 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: **£15.64** (30/09/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | SUUS | | ISIN | IE00BYVJRR92 | | Category | Sustainable & clean energy | | Type | ETF | | Provider | iShares | | Tracks | MSCI USA SRI Select Reduced Fossil Fuel Index | | Income | Accumulating | | Ongoing charge | 0.20% a year (£20 per £10,000) | | Fund size | £1.9bn | | Launched | 2016 | | 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 | +18.45% | +14.74% | income reinvested | | 3 years | +50.14% | +35.48% | income reinvested | | 5 years | +70.36% | +33.17% | income reinvested | Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published. ## Calendar-year returns Calendar-year returns of iShares MSCI USA SRI UCITS ETF in pounds (price, with income reinvested in the fund): 2022 −9.0%, 2023 +17.6%, 2024 +16.2%, 2025 +2.9%; 2026 to 30/09/2026 +17.3%. Returns of iShares MSCI USA SRI UCITS ETF in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +19.7%; to 30/09/2025: +9.3%; to 30/09/2024: +14.3%; to 30/09/2023: +8.3%; to 30/09/2022: +4.6%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -9.0% | -16.7% | Price | | 2023 | +17.6% | +12.9% | Price | | 2024 | +16.2% | +12.2% | Price | | 2025 | +2.9% | -0.6% | Price | | 2026 to 30/09/2026 | +17.3% | +14.0% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 11.51% | -6.81% | | 3 years | 13.12% | -20.17% | | 5 years | 14.03% | -20.17% | ## Largest fall Volatility of iShares MSCI USA SRI UCITS ETF in pounds, annualised from weekly returns to 30/09/2026: 11.5% over 1 year, 13.1% over 3 years, 14.0% over 5 years. Largest fall in the price of iShares MSCI USA SRI UCITS ETF since October 2021, in pounds: −20.2% from 17/01/2025 to 18/04/2025. The lowest 12-month return of iShares MSCI USA SRI UCITS ETF in pounds (price, with income reinvested in the fund) since January 2021 was −9.0% (12 months to 30/12/2022); the highest was +29.1% (12 months to 19/06/2026). On 30/09/2026 the price of iShares MSCI USA SRI UCITS ETF was 0.1% below its highest weekly close since October 2021 (28/08/2026), in pounds. ## Charges compared with similar funds Ongoing charge of iShares MSCI USA 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). ## Funds tracking the same index 2 funds track MSCI USA SRI Select Reduced Fossil Fuel Index, this one included and share classes counted once; their ongoing charges range from 0.20% to 0.23% a year (30/09/2026). | Fund | Ongoing charge | 1 year | 3 years | 5 years | |---|---|---|---|---| | iShares MSCI USA SRI UCITS ETF (this fund) | 0.20% | +18.5% | +50.1% | +70.4% | | iShares MSCI USA SRI UCITS ETF Hedged GBP | 0.23% | +16.3% | +60.3% | +27.9% | Returns are the data vendor’s, in pounds, income reinvested unless marked "(price)". ## 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 | 11.21% | | Lam Research | 3.85% | | Palo Alto Networks | 3.79% | | Applied Material | 3.78% | | Visa · Class A | 3.75% | | Walt Disney | 3.30% | | Tesla | 3.24% | | Verizon Communications | 3.14% | | Marvell Technology | 2.74% | | Coca-Cola | 2.34% | ## 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 | 39.0% | | Financials | 12.6% | | Health Care | 10.6% | | Industrials | 9.9% | | Consumer Discretionary | 8.8% | | Communication Services | 8.6% | | Consumer Staples | 5.4% | | Real Estate | 1.9% | | Other sectors | 3.1% | ### By type of asset Added up from the holdings iShares publishes, as of 29/09/2026. | Type of asset | Weight | |---|---| | Equity | 99.7% | | Cash and money market | 0.3% | All 148 holdings: https://fundology.uk/fund/suus/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.