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iShares Healthcare Innovation UCITS ETF

HEAL · IE00BYZK4776 · LSE
iSharesTracks iSTOXX FactSet Breakthrough Healthcare Index
$7.84
+0.55% today
60 sessions · price data is free, always
ISIN
IE00BYZK4776
Ticker
HEAL
Theme
Healthcare
TER
0.40%
Fund size
€2.1B
Replication
Physical
Distribution
Acc
Currency
USD
Inception
2016

Liquidity & flows

PRO
Avg. daily volume
Avg. bid–ask spread
1M fund flows
Holdings
178
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Fund profile

Sample reference data
Benchmark index
iSTOXX FactSet Breakthrough Healthcare Index
Index provider
STOXX
Replication
Physical — full replication, optimised sampling on the long tail
Rebalancing
Annually
Securities lending
Not used by this share class
Legal structure
Open-ended ICAV / plc sub-fund
Domicile
Ireland
UCITS
Yes — UCITS V compliant
SFDR classification
Article 9 — sustainable investment objective
Income treatment
Accumulating — income reinvested inside the fund
Distribution frequency
None — reinvested
Currency hedging
No — unhedged, currency risk is carried by the investor
Withholding tax
15% US treaty rate on US dividends, no Irish withholding on payouts
UK reporting status
No
Savings plans
Widely available (Trade Republic, Scalable, comdirect)
Share class launch
June 2016
Fiscal year end
30 June
Depositary / custodian
State Street Custodial Services (Ireland)

Listings & identifiers

Sample cross-listings
WKN
1QO39M
SEDOL
1SCP7PS
Valoren
44876800
Bloomberg
HEAL IM
ExchangeTickerTrading currencyListing
LSEHEALUSDPrimary
Euronext ParisHEALEURCross-listing
XetraHEALEURCross-listing
LSEHEALpGBPCross-listing

Top holdings

Top 10 = 42.2% of the fund · sample data
  1. 1Eli Lilly5.72%
  2. 2Novo Nordisk5.32%
  3. 3UnitedHealth4.95%
  4. 4Johnson & Johnson4.60%
  5. 5AbbVie4.28%
  6. 6Merck3.98%
  7. 7Roche3.70%
  8. 8AstraZeneca3.44%
  9. 9Abbott Laboratories3.20%
  10. 10Thermo Fisher2.98%

178 positions in total — the remaining 57.8% sits in the long tail.

Risk, return & total cost

Sample figures — not investment advice
SRRI risk score
6 of 7
3Y volatility
16.3%
Max drawdown
−36.3%

Performance history

PRO
1Y total return
3Y annualised
Tracking difference
Sharpe ratio

What you actually pay each year

Ongoing charge (TER)
0.40%
Portfolio transaction costs
0.07%
of which index licence fee
0.03%
Estimated total cost
0.47%

Excludes your broker's commission and the bid–ask spread you pay on the way in and out.

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