SDGiShares MSCI Global Impact ETF
SDG Fund Description
SDG tracks an index composed of companies whose revenues are driven by products and services that address at least one of the United Nation's Sustainable Development Goals.
SDG Factset Analytics Insight
SDG tracks an ESG-focused index composed of global companies that derive at least 50% of their revenues from products and services that further the United Nation's Sustainable Development Goals. These goals focus on health and diet, sustainable energy, and education. Companies are explicitly deselected if more than 10% of sales are from alcohol, tobacco, or are involved in predatory lending. The index must contain at least 30 issuers, with an issuer cap of 4% and a sector cap of 20%. Constituent weight is based on the percent of income derived from the above-stated impact sales, scaled by trailing 12-month revenues, and rebalanced annually. Given the fund's narrow construction and lose constraints, the fund could vary considerably from cap weighted exposure and performance, and may not be comparable with broad-based indices. The fund can invest in both developed and emerging markets, with allowances for all market caps. SDG traded under the ticker MPCT until Oct. 24, 2018. There was no change to the fund's index or strategy.
SDG MSCI ESG Analytics Insight
iShares MSCI Global Impact ETF has an MSCI ESG Fund Rating of AA based on a score of 7.56 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares MSCI Global Impact ETF ranks in the 84th percentile within its peer group and in the 82nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SDG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SDG Summary Data
SDG Portfolio Data
SDG Index Data
SDG Portfolio Management
SDG Tax Exposures
SDG Fund Structure
SDG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SDG. SDG is rated a 5 out of 5.
SDG Sector/Industry Breakdown
SDG Economic Development
SDG Performance Statistics
SDG MSCI ESG Ratings
SDG Benchmark Comparison Summary
SDG Benchmark Comparison Market Cap Size