Compare funds

Evaluate funds side by side, to find the best fit for your investment goals.

£IWRD

The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World Index. The Index measures the performance of large and mid capitalisation stocks across developed market countries which comply with MSCI's size, liquidity, and free-float criteria.
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VS

£CS51

A Fund which aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the EURO STOXX 50 Index, the Fund’s benchmark index (Index).
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Key takeaways

These funds track different benchmarks: £IWRD follows the MSCI World Index, which includes around 1,500 companies from 23 developed countries, while £CS51 tracks the EURO STOXX 50, comprising 50 of the largest companies in Europe. They also differ in annual fund charges (£IWRD: 0.5%, £CS51: 0.1%) and distribution policy (£IWRD pays out dividends to shareholders, while £CS51 reinvests dividends, an accumulating fund). Both funds are managed by BlackRock and trade on the London Stock Exchange.

Fund highlights

Fund name
iShares MSCI World
iShares Core EURO STOXX 50
Share currency
GBP
GBP
Base currency
USD
EUR
Use of income
Distributing
Accumulating
Fund size
£6.5B
£6.2B
Beta
1.00
-
Last price
£72.48
£198.22
Annual fund charges
0.50%
0.10%
Fund manager
Benchmark
MSCI World Index
EURO STOXX 50
Risk
Ticker
£IWRD
£CS51
Primary listing
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.

Performance

CumulativeRolling yearsLump sum investment
£IWRD
£CS51
Past performance is no guarantee of future returns.
The “cumulative” calculation shows returns on a price basis (i.e. excluding dividends). If an instrument trades in a different currency from your home currency, currency fluctuations may affect returns.

Sector exposure

ChartTable
£IWRD
£CS51

Top holdings

NVIDIA

5.58%

Apple

4.44%

Microsoft

3.24%

Amazon

2.80%

Alphabet Class A

2.27%

Broadcom

2.00%

Alphabet Class C

1.88%

Meta

1.69%

Tesla

1.20%

Other

74.90%

ASML Holding

10.39%

Siemens

4.15%

TotalEnergies SE

3.94%

Banco Santander

3.65%

Schneider Electric

3.59%

SAP

3.41%

Allianz

3.40%

Siemens Energy

3.07%

Iberdrola

2.88%

Other

61.52%

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