SUSM.L
iShares MSCI EM SRI UCITS ETF
Emerging Market
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 4.1 B
ASSETS UNDER MGMT
25 bp
EXPENSES
Fund Basics
| Inception date | Jul 11, 2016 |
| Regulation | UCITS |
| ISIN | IE00BYVJRP78 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| TAIWAN SEMICONDUCTOR MANUFAC | 15.7 % |
| DELTA ELECTRONICS INC | 3.9 % |
| INFOSYS TECHNOLOGIES LTD | 3.4 % |
| UNITED MICROELECTRONICS CORP | 2.3 % |
| BHARTI AIRTEL LIMITED | 2.2 % |
| MEITUAN DIANPING | 2.2 % |
| NETEASE, INC | 1.9 % |
| NASPERS LTD CLASS N | 1.7 % |
| ANGLO PLATINUM LTD | 1.7 % |
| BYD CO LTD-H | 1.6 % |
Constituent Breakdown
| Number of holdings | 257 |
| Herfindahl-Hirschman Index | 336 |
| Wgt avg mkt cap (mns) | $227,088 |
| Large cap (>$10bn) | 77.8% |
| Mid cap ($2-10bn) | 14.2% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 2.7% |
| Emerging mkts. | 93.6% |
Sector Breakdown
Country Exposure
 |
TAIWAN | 31.4 % |
 |
CHINA | 17.0 % |
 |
INDIA | 13.2 % |
 |
SOUTH AFRICA | 8.0 % |
 |
SOUTH KOREA | 7.9 % |
 |
MALAYSIA | 3.5 % |
 |
MEXICO | 2.4 % |
 |
HONG KONG | 2.4 % |
 |
BRAZIL | 2.3 % |
 |
UAE | 1.8 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 11.0% | 46.0% | 26.0% | 16.2% | 4.8% | -- | -- | 7.7% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 11.0% | 46.0% | 26.0% | 16.2% | 4.8% | -- | -- | 7.7% | Ann. Volatility | 14.9% | 16.7% | 16.2% | 16.5% | 18.7% | -- | -- | 20.0% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.23 | 7% |
| MSCI EAFE | 0.40 | 15% |
| MSCI Emg Mkts | 0.57 | 37% |
Liquidity Measures
| Avg. volume (000) | 191 |
| ADV traded (mns) | $2 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $10.38 |
| Relative strength (RSI) | 62 |
| MACD/Signal | 0.17/0.17 |
| Bollinger Bands (Upper/Lower) | $10.88/$10.07 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SUSM.L |
Expenses vs. SUSM.L |
ALTAR Score™ vs. SUSM.L |
|---|---|---|---|---|
| SEMD.AS | iShares MSCI EM SRI UCITS ETF | 96.5% | 0 bp | -0.5% |
| MSRG.L | Amundi MSCI Emerging Markets SRI Climate Paris Aligned UCITS | 71.1% | 0 bp | +0.1% |
| AMEG.L | Amundi MSCI Emerging Markets SRI Climate Paris Aligned UCITS | 71.1% | -9 bp | +0.2% |
| MSDG.L | Amundi MSCI Emerging Markets SRI Climate Paris Aligned UCITS | 71.1% | 0 bp | +0.2% |
| SADA.L | Amundi MSCI EM Asia SRI Climate Paris Aligned UCITS ETF DR ( | 59.9% | 0 bp | +0.0% |
| XZEM.DE | Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C | 53.1% | 0 bp | +7.8% |
| SADM.DE | Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR (C) | 52.6% | -7 bp | +4.5% |
| EMXG.L | Amundi MSCI Emerging Ex China ESG Selection UCITS ETF DR (C) | 49.8% | +10 bp | -0.9% |
| SBIM.DE | Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF | 44.0% | -7 bp | +2.2% |
| ACUU.DE | Amundi MSCI AC Far East Ex Japan ESG Selection UCITS ETF DR | 43.7% | 0 bp | +4.7% |
Risk and Returns: SUSM.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 (USD)
| 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 4/6/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
7.2%
ALTAR SCORE™
33rd
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 197 funds in the Emerging Equity category with an average
ALTAR Score™ of 8.2% and a standard deviation
of 2.3%. SUSM.L's ALTAR Score™ is approximately -0.5 standard
deviations above the category average. This places SUSM.L in the 33rd percentile
among funds in the category.
Sell-Side Consensus
$11.82
PRICE TARGET
+21.9%
UPSIDE