iShares MSCI World Quality Dividend Advanced UCITS ETF

What this fund is

iShares MSCI World Quality Dividend Advanced UCITS ETF is an exchange-traded fund (ETF) from iShares, traded under the ticker WQDA (ISIN IE00BKPSFC54). 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 Quality index (passive investing): it tracks the market rather than relying on a manager, keeping running costs down, and its largest holdings include APPLIED MATERIAL INC, NVIDIA CORP and APPLE INC. It holds around 214 positions (the ten largest ≈ 26.2%), spreading risk so no single holding decides your outcome.

Its biggest country exposures are ~52.3% United States, ~8.9% Japan and ~6.7% Switzerland. By industry it concentrates most in ~34.2% Technology and ~17% Financials. 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 0.38% a year — about €38 a year on a €10,000 holding, taken automatically from the fund. It is an accumulating share class: dividends are rolled straight back in, compounding your returns rather than landing in your account as cash.

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 40.1% over the past year, which describes how much its price tends to move rather than whether it is good. It launched in 2020. As with any investment, its value can go down as well as up, and past performance is not a guide to future results. (Fund data sourced from iShares.)