I got the same thing as a gift. To this day, I have no idea what it is exactly, but after it has risen well in price so far, I have kept it in the portfolio.
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2Anno
@dividenden_dagobert Did a bit of googling It's a fund (costs a fee ;( )
The fund seeks to achieve a return that reflects the return of the MSCI World Small Cap ESG Enhanced Focus CTB Index through a combination of capital appreciation and income on the fund's assets. The index measures the performance of a subset of small capitalization stocks in the MSCI World Small Cap Index (Parent Index), which excludes issuers from the Parent Index based on the index provider's environmental, social and governance (ESG) exclusionary criteria.Fund Management: BlackRock Asset Management Ireland Limited team
20.59% Industrials / Capital Goods
13.05% Financials
12.13% Information Technology
11.95% Consumer Discretionary Cyclical
11.58% Healthcare
7.98% Real estate
6.23% Basic materials
5.26% Energy
4.46% Consumer goods non-cyclical
2.92% Utilities
58.17% USA
10.57% Japan
8.86% World
6.11% Great Britain
4.86% Canada
3.94% Australia
2.02% Switzerland
1.74% Sweden
1.27% France
1.25% Germany
Top holdings
0.66% Comerica Inc
0.46% SYNOVUS FINANCIAL CORP
0.38% Bank OZK
0.37% EMCOR GROUP INC
0.35% Wolfspeed Inc
0.35% WHITECAP RESOURCES INC
0.34% WILLIAMS SONOMA INC
0.34% VERMILION ENERGY INC
0.33% CHARTER HALL GROUP STAPLED UNITS
The fund seeks to achieve a return that reflects the return of the MSCI World Small Cap ESG Enhanced Focus CTB Index through a combination of capital appreciation and income on the fund's assets. The index measures the performance of a subset of small capitalization stocks in the MSCI World Small Cap Index (Parent Index), which excludes issuers from the Parent Index based on the index provider's environmental, social and governance (ESG) exclusionary criteria.Fund Management: BlackRock Asset Management Ireland Limited team
20.59% Industrials / Capital Goods
13.05% Financials
12.13% Information Technology
11.95% Consumer Discretionary Cyclical
11.58% Healthcare
7.98% Real estate
6.23% Basic materials
5.26% Energy
4.46% Consumer goods non-cyclical
2.92% Utilities
58.17% USA
10.57% Japan
8.86% World
6.11% Great Britain
4.86% Canada
3.94% Australia
2.02% Switzerland
1.74% Sweden
1.27% France
1.25% Germany
Top holdings
0.66% Comerica Inc
0.46% SYNOVUS FINANCIAL CORP
0.38% Bank OZK
0.37% EMCOR GROUP INC
0.35% Wolfspeed Inc
0.35% WHITECAP RESOURCES INC
0.34% WILLIAMS SONOMA INC
0.34% VERMILION ENERGY INC
0.33% CHARTER HALL GROUP STAPLED UNITS
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