ETFs - Profile

SPDR MSCI ACWI Low Carbon Target ETF

GL > Specialty/Thematics >

Rank

Universe Rank
18 11

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in the securities comprising the Index and in depositary receipts based on securities comprising the Index.

The Index is designed to address two dimensions of carbon exposure – carbon emissions and fossil fuel reserves, expressed as potential emissions.

The Index is designed to achieve a target level of tracking relative to a broad market index (such as the Parent Index) while minimizing the carbon exposure.

The research team employs a sampling strategy, which means that the fund will hold a portfolio of securities with generally the same More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $123.06
    -1.33
  • 52 Week HL
  • $133.55 - $112.06
  • Net Assets
  • $114.45 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-5.9 % YTD

  • 3 Year
  • 45.34%
  • 5 Year
  • 66.53%
  • Best
  • 25.3%
    2019
  • Worst
  • -9.8%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
LOWC -6%0%15%25%-10%23%0%-2%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.9% 4.7% -21% 14.6% -0.7% 7.5% 0.9% 2.3% - - -
Q2 - 4.7% 18.4% 1.2% 2.3% 4.2% 1% 0.4% -100% - -
Q3 - -0.6% 8.5% -0.3% 4.8% 4.4% 5.6% -9.7% -100% - -
Q4 - 5.9% 13% 7.5% -13.2% 5% 0.8% 5.5% -2.1% - -

Returns +
M

J F M A M J J A S O N D
2022 -6.9% - - - - - - - - - - -
2021 1% 1.5% 2.1% 5.3% 1.1% -0.3% 2.2% 1.8% -4.3% 5.2% -2.3% 3.1%

Annual
Return

Index Comparison

Alpha

NAV