iShares Global Real Estate Environmental Tilt UCITS ETF

iShares Global Real Estate Environmental Tilt UCITS ETF

About

iShares Global Real Estate Environmental Tilt UCITS ETF (IE000PL3UFC3) is a UCITS-compliant real estate ETF tracking the : FTSE EPRA Nareit Developed Green Low Carbon Target Select UCITS Capped Net Tax Index. With a TER of 0.18%, it is competitively priced, distributing dividends. The fund holds 351 positions across 21 regions with 13M in assets, with heavy concentration — 65% in United States, 98% in Real Estate.

ISIN
Fund Size €12.9M
Issuer iShares
Distribution Pays Dividends
Replication Physical
Inception Jun 2024
Base Currency USD
Index : FTSE EPRA Nareit Developed Green Low Carbon Target Select UCITS Capped Net Tax Index
Asset Class Real Estate
Category Equity Sector

Costs

8.4
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What TER, tracking difference, and TD consistency measure

TER (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures TER plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.
TER0.00%
Tracking Difference0.00%
TD Consistency0.00%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
Inception+0.00%

Holdings

5.9
This fund holds 351 individual investments, offering moderate diversification compared to other ETFs.
#1
NZD/USD
0.10%
#2
Welltower Inc
0.08%
#3
Prologis Inc
0.07%
#4
Equinix Inc
0.06%
#5
Realty Income Corp
0.05%
#6
STOXX EUROPE 600 RE JUN 26
0.03%
#7
Simon Property Group Inc
0.03%
#8
Public Storage
0.02%
#9
Digital Realty Trust Inc
0.02%
#10
Iron Mountain Inc
0.02%

Sectors

1.1
This fund is concentrated in just a few of its 5 sectors, reducing diversification.

Regions

7.8
This fund is well-diversified across 22 countries, closely matching the global market.

Nerd Stuff

Advanced risk and return metrics (2024-06-25 — 2026-05-29).
9.3%
Volatility
-18.5%
Max Drawdown
0.32
Sharpe Ratio
0.44
Sortino Ratio
0.16
Calmar Ratio
0.24
Beta
0.29%
Alpha (Jensen's)
0.089
R²
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).

Documents

Regulatory and fund documents.
Key Information DocumentFact Sheet

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