# iShares MSCI World SRI UCITS ETF (SUWG)

**Source:** https://fundology.uk/fund/suwg · ISIN IE00BDZZTM54 · Data: TradingView (LSE closes and returns, delayed), issuer documents and holdings (iShares), 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 01/10/2026, SUWG (iShares MSCI World SRI UCITS ETF, ISIN IE00BDZZTM54) closed at £8.81 on the London Stock Exchange. Its ongoing charge is 0.20% a year (about £20 on £10,000). Over the five years to 01/10/2026 its total return was +57.3%, or +23.0% 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 - USD — 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 paid out to holders as cash, usually a few times a year.

Latest close: **£8.81** (01/10/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | SUWG |
| ISIN | IE00BDZZTM54 |
| Category | Sustainable & clean energy |
| Type | ETF |
| Provider | iShares |
| Tracks | MSCI World SRI Select Reduced Fossil Fuel Index - USD |
| Income | Distributing |
| Ongoing charge | 0.20% a year (£20 per £10,000) |
| Fund size | £1.0bn |
| Launched | 2017 |
| Domicile | Ireland |

## Past returns (periods to 01/10/2026)

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 | +15.50% | +11.87% | income reinvested |
| 3 years | +47.06% | +32.70% | income reinvested |
| 5 years | +57.30% | +22.97% | income reinvested |

Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.

## Charges compared with similar funds

Ongoing charge of iShares MSCI World SRI UCITS ETF 0.20% a year, as of 02/10/2026: 112 of the 163 other sustainable and clean-energy funds charge more, 14 the same and 37 less (share classes counted once).

## Funds tracking the same index

3 funds track MSCI World SRI Select Reduced Fossil Fuel Index - USD, this one included and share classes counted once; their ongoing charges range from 0.20% to 1.00% a year (01/10/2026).

| Fund | Ongoing charge | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| iShares MSCI World SRI UCITS ETF (this fund) | 0.20% | +15.5% | +47.1% | +57.3% |
| iShares MSCI World SRI UCITS ETF | 0.20% | +15.6% | +47.3% | +58.4% |
| iShares MSCI World SRI UCITS ETF Hedged GBP | 1.00% | +15.9% | +61.2% | +28.0% |

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

## What it holds

As of 30/09/2026, SUWG holds 356 positions, according to the holdings iShares publishes. The largest is NVIDIA at 9.04% of the fund; the ten largest make up 32.5%.

### Top holdings

Largest positions (as of 30/09/2026), as a percentage of the whole fund:

| # | Holding | Ticker | Weight |
|---|---|---|---|
| 1 | NVIDIA | [NVDA](https://fundology.uk/stock/NVDA) | 9.04% |
| 2 | ASML | [ASML](https://fundology.uk/stock/ASML) | 3.94% |
| 3 | Tesla | [TSLA](https://fundology.uk/stock/TSLA) | 3.71% |
| 4 | Visa · Class A | [V](https://fundology.uk/stock/V) | 2.77% |
| 5 | Verizon Communications | [VZ](https://fundology.uk/stock/VZ) | 2.44% |
| 6 | Lam Research | [LRCX](https://fundology.uk/stock/LRCX) | 2.40% |
| 7 | Applied Materials | [AMAT](https://fundology.uk/stock/AMAT) | 2.38% |
| 8 | Walt Disney | [DIS](https://fundology.uk/stock/DIS) | 2.32% |
| 9 | Palo Alto Networks | [PANW](https://fundology.uk/stock/PANW) | 1.90% |
| 10 | Coca-Cola | [KO](https://fundology.uk/stock/KO) | 1.55% |

Source: iShares, holdings as published, as of 30/09/2026.

## 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 30/09/2026.

| Sector | Weight |
|---|---|
| Information Technology | 31.6% |
| Financials | 16.9% |
| Industrials | 12.2% |
| Health Care | 9.5% |
| Consumer Discretionary | 9.3% |
| Communication Services | 8.0% |
| Consumer Staples | 5.5% |
| Materials | 3.6% |
| Other sectors | 3.5% |

### By country

As published by iShares, as of 30/09/2026.

| Country | Weight |
|---|---|
| United States | 65.0% |
| Japan | 8.0% |
| Netherlands | 5.5% |
| Switzerland | 4.1% |
| Canada | 4.0% |
| France | 2.9% |
| Germany | 2.4% |
| United Kingdom | 2.0% |
| Other countries | 6.0% |

### By type of asset

Added up from the holdings iShares publishes, as of 30/09/2026.

| Type of asset | Weight |
|---|---|
| Equity | 99.7% |
| Cash and money market | 0.3% |

All 361 holdings: https://fundology.uk/fund/suwg/holdings

## Questions people ask

**What is the ongoing charge of SUWG?**

The ongoing charge of SUWG is 0.20% a year — about £20 a year on every £10,000 invested, taken from the fund’s value rather than billed to you. Platform and dealing fees are charged separately. Ongoing charge of iShares MSCI World SRI UCITS ETF 0.20% a year, as of 02/10/2026: 112 of the 163 other sustainable and clean-energy funds charge more, 14 the same and 37 less (share classes counted once).

**What does SUWG track?**

SUWG tracks the MSCI World SRI Select Reduced Fossil Fuel Index - USD — about 1,300 large and medium-sized companies in 23 developed countries, around 70% of it in the US.

**Is SUWG accumulating or distributing?**

SUWG is distributing: income is paid out to holders as cash, usually a few times a year. It pays out quarterly.

**What is the ISIN of SUWG?**

The ISIN of SUWG is IE00BDZZTM54. An ISIN identifies one exact share class of a fund; SUWG is its ticker on the London Stock Exchange.

**What does SUWG hold?**

As of 30/09/2026, SUWG holds 356 positions, according to the holdings iShares publishes. The largest is NVIDIA at 9.04% of the fund; the ten largest make up 32.5%. Its ten largest holdings are NVIDIA (9.04%), ASML (3.94%), Tesla (3.71%), Visa · Class A (2.77%), Verizon Communications (2.44%), Lam Research (2.40%), Applied Materials (2.38%), Walt Disney (2.32%), Palo Alto Networks (1.90%) and Coca-Cola (1.55%).

**How has SUWG done after inflation?**

Over the five years to 01/10/2026 SUWG’s total return was +57.3%, or +23.0% after UK CPIH inflation. Past performance is not a guide to future returns.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.
