IEFM.L
iShares Edge MSCI Europe Momentum Factor UCITS ETF
Europe
EQUITY
Rules-Based
MANAGEMENT STYLE
£ 751.7 M
ASSETS UNDER MGMT
25 bp
EXPENSES
Fund Basics
| Inception date | Jan 16, 2015 |
| Regulation | UCITS |
| ISIN | IE00BQN1K786 |
| Distributions | |
| Currency | GBp |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| BANCO SANTANDER SA | 4.9 % |
| ASML HOLDING NV | 4.7 % |
| HSBC HOLDINGS PLC | 4.4 % |
| SIEMENS ENERGY AG | 4.3 % |
| IBERDROLA SA | 3.5 % |
| BANCO BILBAO VIZCAYA ARGENTA | 3.2 % |
| SIEMENS AG-REG | 3.1 % |
| ROLLS-ROYCE GROUP PLC | 2.9 % |
| RHEINMETALL AG | 2.2 % |
| BRITISH AMERICAN TOBACCO PLC | 2.2 % |
Constituent Breakdown
| Number of holdings | 144 |
| Herfindahl-Hirschman Index | 201 |
| Wgt avg mkt cap (mns) | $107,580 |
| Large cap (>$10bn) | 97.5% |
| Mid cap ($2-10bn) | 0.8% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 95.2% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
BRITAIN | 21.8 % |
 |
SPAIN | 16.1 % |
 |
GERMANY | 15.4 % |
 |
NETHERLANDS | 9.2 % |
 |
SWITZERLAND | 7.8 % |
 |
ITALY | 7.8 % |
 |
FRANCE | 6.9 % |
 |
FINLAND | 2.8 % |
 |
SWEDEN | 2.2 % |
 |
IRELAND | 1.5 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 6.4% | 20.9% | 19.0% | 20.8% | 11.7% | 12.6% | -- | 11.5% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | 0.0% |
| Total Returns | 6.4% | 20.9% | 19.0% | 20.8% | 11.7% | 12.6% | -- | 11.5% | Ann. Volatility | 21.8% | 25.3% | 21.1% | 18.3% | 17.9% | 17.0% | -- | 17.1% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.68 | 10% |
| MSCI EAFE | 0.68 | 16% |
| MSCI Emg Mkts | 0.43 | 11% |
Liquidity Measures
| Avg. volume (000) | 40 |
| ADV traded (mns) | $54 |
| Turnover | 7.2% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $1,336.16 |
| Relative strength (RSI) | 54 |
| MACD/Signal | 9.86/8.63 |
| Bollinger Bands (Upper/Lower) | $1,368.17/$1,310.86 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IEFM.L |
Expenses vs. IEFM.L |
ALTAR Score™ vs. IEFM.L |
|---|---|---|---|---|
| IEMD.L | iShares Edge MSCI Europe Momentum Factor UCITS ETF | 95.2% | 0 bp | 0.0% |
| EMUU.L | iShares MSCI EMU USD Hedged UCITS ETF (Acc) | 43.7% | +13 bp | +0.5% |
| CEU1.L | iShares Core MSCI EMU UCITS ETF | 43.5% | -13 bp | -5.7% |
| CEUG.L | iShares Core MSCI EMU UCITS ETF | 43.5% | -13 bp | +0.8% |
| CEUU.AS | iShares Core MSCI EMU UCITS ETF | 43.5% | -10 bp | +0.8% |
| MFEC.PA | Amundi Core MSCI EMU UCITS ETF Acc | 43.3% | -13 bp | +0.8% |
| MFEX.L | Amundi Core MSCI EMU UCITS ETF Dist | 43.3% | -13 bp | +0.9% |
| PRIZ.L | Amundi Prime Eurozone UCITS ETF DR (D) | 43.2% | -20 bp | +1.1% |
| PRAZ.DE | Amundi Prime Eurozone UCITS ETF DR (C) | 43.2% | -20 bp | +1.0% |
| SAEU.L | iShares MSCI Europe Screened UCITS ETF | 42.0% | -13 bp | +1.0% |
Risk and Returns: IEFM.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (GBP)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
5.7%
ALTAR SCORE™
19th
PERCENTILE
AVOID
ETFRC RATING
There are 237 funds in the Europe Equity category with an average
ALTAR Score™ of 6.8% and a standard deviation
of 1.3%. IEFM.L's ALTAR Score™ is approximately -0.9 standard
deviations above the category average. This places IEFM.L in the 19th percentile
among funds in the category.
Sell-Side Consensus
£1446.77
PRICE TARGET
+6.6%
UPSIDE