Sustainable global stocks
A 'sustainable' version of the developed-world stock fund. It keeps only the companies with the best environmental and social ratings, while excluding weapons makers, tobacco, gambling, fossil fuels and other low-rated firms. Around 380 companies versus 1,500 in the standard world fund: so more concentrated.
Returns shown in USD (your base currency). Past performance is not a reliable guide to future results.
- One fund to align global investing with your values
- Auto-reinvests dividends for compounding
- Keeps the best-rated companies from the developed world
- Smaller, more concentrated than the full world fund
- Performance can diverge from broad markets for years
- Higher fee (0.20%) than the cheapest world trackers
About this fund
Tracks the MSCI World SRI Select Reduced Fossil Fuels index. Excludes companies in tobacco, controversial weapons, gambling, alcohol, adult entertainment, fossil fuels, and those with low ESG ratings. About 400 companies remain (vs 1,500 in MSCI World).
Available on Interactive Brokers
Low-cost access to Sustainable global stocks and 10,000+ funds worldwide.
Frequently asked questions
Is SUSW.L accumulating or distributing?
iShares MSCI World SRI UCITS ETF EUR (Acc) (SUSW.L) is an accumulating ETF, so its dividends are reinvested automatically inside the fund instead of paid out as cash. The value compounds in the share price, which keeps things simple since the dividends are reinvested for you instead of arriving as cash you would otherwise have to reinvest yourself.
What is the annual fee (TER) for SUSW.L?
SUSW.L has a total expense ratio (TER) of 0.20% per year. On a $10,000 holding that is roughly $20 a year, charged inside the fund rather than billed to you separately. A lower fee leaves more of the return compounding for you over time.
Can I buy SUSW.L on Interactive Brokers?
Yes. SUSW.L trades on LSE, EUR and is available to investors worldwide through Interactive Brokers (IBKR). IBKR is the most popular way to buy UCITS ETFs because of its low FX conversion cost (around 0.03%) and low trading commissions.
What does SUSW.L invest in?
iShares MSCI World SRI UCITS ETF EUR (Acc) (SUSW.L) tracks the MSCI World SRI Select Reduced Fossil Fuels. A 'sustainable' version of the developed-world stock fund. You buy one fund and get the whole basket in a single trade.
Is SUSW.L a UCITS ETF, and where is it domiciled?
Yes, SUSW.L is a UCITS ETF domiciled in Ireland. For non-US investors, Irish-domiciled UCITS ETFs are usually preferred over US-domiciled ones: US dividend withholding tax is 15% under the tax treaty (versus 30% on US-domiciled funds for many non-US investors), and the holdings sit outside US estate tax.
How risky is SUSW.L?
On the TickerCompare 1 to 5 scale, SUSW.L is rated medium risk (3/5), based on how much its price has moved historically. Higher-risk funds can fall further in a downturn, so match the choice to your time horizon and how much volatility you can stomach.