Sustainable US stocks
Like an 'ethical S&P 500': owns only the US companies with the best environmental and social ratings, while screening out weapons, tobacco, gambling, fossil fuels and similar. About 190 companies versus 500 in the standard S&P fund, so more concentrated.
Returns shown in USD (your base currency). Past performance is not a reliable guide to future results.
- Ethical version of US large-cap exposure
- Reinvests dividends for compounding
- Excludes fossil fuels, weapons, tobacco, gambling
- Much more concentrated than the regular S&P 500
- Can lag the standard index in oil-and-defence rallies
- Higher fee than the basic US trackers
About this fund
Tracks MSCI USA SRI Select Reduced Fossil Fuels - best-in-class US companies after applying ESG screens. Fewer holdings than CSPX.L, with no oil majors or weapons makers.
Available on Interactive Brokers
Low-cost access to Sustainable US stocks and 10,000+ funds worldwide.
Frequently asked questions
Is SUUS.L accumulating or distributing?
iShares MSCI USA SRI UCITS ETF (SUUS.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 SUUS.L?
SUUS.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 SUUS.L on Interactive Brokers?
Yes. SUUS.L trades on LSE, GBp 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 SUUS.L invest in?
iShares MSCI USA SRI UCITS ETF (SUUS.L) tracks the MSCI USA SRI Select Reduced Fossil Fuels. Like an 'ethical S&P 500': owns only the US companies with the best environmental and social ratings, while screening out weapons, tobacco, gambling, fossil fuels and similar. You buy one fund and get the whole basket in a single trade.
Is SUUS.L a UCITS ETF, and where is it domiciled?
Yes, SUUS.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 SUUS.L?
On the TickerCompare 1 to 5 scale, SUUS.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.