iShares Core MSCI Australia ESG Leaders ETF (IESG) - Share Price and Research


General Information

iShares Core MSCI Australia ESG Leaders ETF
BlackRock Investment Mgmt (AUS) Ltd
Equity Australia Large Blend
Not Rated
Investment Fund
2 Jun 2021
$254.86 million (as at 5 Aug 2022)
$26.52 (as at 14 Jul 2021)
$25.81 (as at 14 Jul 2021)

Fund performance (31 Jul 2022)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 7.46 -7.14 0.16 -3.24 - - - -
Growth return 7.21 -7.36 -0.81 -5.18 - - - -
Income return 0.25 0.22 0.97 1.94 - - - -

Market index (S&P/ASX 200 TR AUD)

Total return 5.75 -6.04 1.71 -2.17 12.15 4.27 8.03 9.44

Asset Allocation (31 Jul 2022)

Australian Equities 83.58%
International Equities 5.10%
Cash 0.42%
Property 10.90%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the fund is to provide exposure to large, mid, and small cap segments of the Australian market with better sustainability credentials relative to their sector peers.
The fund seeks to achieve its objective by tracking the performance of the MSCI Australia IMI Custom ESG Leaders Index. It generally implements a full replication investment strategy to track the performance of the underlying index as risk relative to the underlying index is minimised.

Offer information

Top 10 holdings (as at 4 Aug 2022)

Holding Type % of Portfolio
Commonwealth Bank of Australia Equity 11.01%
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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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Data shown on this website is sourced by Morningstar
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