iShares MSCI World Momentum Factor Advanced UCITS ETF

What this fund is

iShares MSCI World Momentum Factor Advanced UCITS ETF is an exchange-traded fund (ETF) from iShares, traded under the ticker CBUH (ISIN IE000L5NW549). It lets you buy a basket of holdings in a single trade, spreading your money across them rather than one company. In plain terms it is about owning small slices of companies, so you share in their growth when they do well — and their falls when they don't, spread broadly across markets worldwide. It follows the MSCI World Momentum Factor index (passive investing): it tracks the market rather than relying on a manager, keeping running costs down, and its largest holdings include ALPHABET INC CLASS A, NVIDIA CORP and APPLE INC. It holds around 192 positions (the ten largest ≈ 27.9%), spreading risk so no single holding decides your outcome.

Geographically it leans ~59.5% United States, ~9.6% Canada and ~8% Japan. Its heaviest sectors are ~25.3% Technology and ~19.9% Industrials. Investors often use a broad fund like this as a long-term 'core' holding — a single building block that covers much of a global portfolio in one trade. Its ongoing charge (TER) is 0.25% a year — about €25 a year on a €10,000 holding, taken automatically from the fund. Income such as dividends is automatically reinvested inside the fund (an accumulating share class), so returns compound without you doing anything.

It holds the underlying investments directly (physical replication); it is domiciled in Ireland and UCITS-regulated, a European standard built to protect everyday investors and trades in USD. Its price has swung about 18.8% over the past year — a gauge of how much the value moves, not a judgement of quality. It launched in 2021. Like any investment, it can lose value as well as gain, and what it did before does not predict what it will do next. (Fund data sourced from iShares.)