Fundology

Index

Funds that track the MSCI World Momentum

2 UK-listed funds Fundology covers track the MSCI World Momentum. Each has an ongoing charge of 0.25% a year, as of 09/10/2026.

At a glance

Funds
2
Providers
2
Ongoing charges
0.25%
Accumulating · distributing
2 · 0

The lowest ongoing charge among the 2 MSCI World Momentum funds Fundology tracks is 0.25% a year (IWFM and XDEM), as of 09/10/2026. A lower charge does not guarantee a better return.

All accumulate their income. Each fund is listed once, by one share class; its other share classes are on its own page.

By fund size, the 2 largest are IWFM (£3.7bn) and XDEM (£1.4bn), as reported on 09/10/2026. Size shows how widely a fund is held, not how it will perform.

They come from 2 providers: iShares (1), Xtrackers (1).

Terms:Index fundsOngoing charges figureTracking differenceAccumulating or incomeCurrency hedging

Past returns, side by side

Over the five years to 09/10/2026, total returns with income reinvested ranged from +87.5% (IWFM) to +88.0% (XDEM); the median of 2 funds was +87.7%.

Over the three years to 09/10/2026, total returns with income reinvested ranged from +95.6% (IWFM) to +95.8% (XDEM); the median of 2 funds was +95.7%.

Over the year to 09/10/2026, total returns with income reinvested ranged from +24.0% (IWFM) to +24.0% (XDEM); the median of 2 funds was +24.0%.

Spread of past returns among the funds that track the MSCI World Momentum, in pounds. Funds reporting the price change only are counted apart.
PeriodFundsLowestMedianHighest
1 yearIncome reinvested · to 2+24.0% IWFM+24.0%+24.0% XDEM
3 yearsIncome reinvested · to 2+95.6% IWFM+95.7%+95.8% XDEM
5 yearsIncome reinvested · to 2+87.5% IWFM+87.7%+88.0% XDEM

Source: TradingView reported returns, and Fundology’s own from daily closes where none is reported, as of

How we work it out:ReturnsReturns after inflationTotal return

Funds that track the MSCI World Momentum (2)

All 2 funds that track the MSCI World Momentum, one share class each, listed by name. An order is not a ranking of quality.

All 2 funds that track the MSCI World Momentum, one share class each, listed by name. Returns are to each fund’s latest reported value, in pounds, with income reinvested unless marked “price”; “after inflation” takes off UK CPIH.
FundChargeSize1 year3 years5 years5 years after inflation
IWFM iShares Edge MSCI World Momentum Factor UCITS ETFAccumulating0.25%£3.7bn+24.0%+95.6%+87.5%+46.6%
XDEM Xtrackers MSCI World Momentum UCITS ETFAccumulating0.25%£1.4bn+24.0%+95.8%+88.0%+46.9%

Source: TradingView (returns, size and most charges), fund issuers (some charges), ONS CPIH (inflation), as of , at least 15 min delayed

Questions people ask

How many UK funds track the MSCI World Momentum?

2 UK-listed funds Fundology covers track the MSCI World Momentum, as of 09/10/2026. All accumulate their income. They come from 2 providers: iShares (1), Xtrackers (1). Each fund is listed once, by one share class; its other share classes are on its own page.

Which MSCI World Momentum fund has the lowest ongoing charge?

The lowest ongoing charge among the 2 MSCI World Momentum funds Fundology tracks is 0.25% a year (IWFM and XDEM), as of 09/10/2026. A lower charge does not guarantee a better return.

What is the largest MSCI World Momentum fund in the UK?

By fund size, IWFM (iShares Edge MSCI World Momentum Factor UCITS ETF) is the largest of the 2 funds here, at £3.7bn as reported on 09/10/2026. Size shows how widely a fund is held, not how it will perform.

How is this list ordered?

Listed by name unless ordered by ongoing charge. No order on this page is a ranking or a recommendation.