HomeAssetsiShares Edge MSCI World Momentum Factor UCITS ETF (Acc)
IWFM
ETF
Equity

iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)

Track global stocks with high price momentum across 23 developed markets. This iShares ETF is for investors targeting a momentum factor strategy.

ISIN IE00BP3QZ825TER 0.25% TERInception 03 Oct 2014Policy AccumulatingProvider iShares

See below how EuroFolio members build portfolios around IWFM, and which ETFs they most commonly pair with it.

How EuroFolio members use IWFM

IWFM typically appears as a satellite holding rather than a core position, most often paired with broad global equity ETFs like SWDA or UETW, which anchor the portfolio at 44-50%. When combined with other momentum funds like IUMF, IWFM allocations range from 15% to 25%, while in more diversified setups it drops to 7-40%. Bonds (IEAA, CBE3, SYBJ) and precious metals (PPFB, SGLN) appear alongside it in lower-weight portfolios, suggesting IWFM serves as a growth enhancer within a risk-controlled framework, with gold and bonds absorbing drawdowns that momentum strategies can amplify.

The community treats IWFM as a tactical momentum tilt rather than a standalone bet. User-jb4tpw repeatedly builds 40% IWFM portfolios paired with managed futures (DBMF) and crypto (DAPP), accepting 15-17% volatility for 14-15% returns. User-64z8uv prefers a 15-25% IWFM allocation layered over a 50% SWDA core, achieving similar returns with slightly higher drawdowns. The highest Sharpe portfolio (user-iukiz0) uses only 7% IWFM, demonstrating that members who prioritize risk-adjusted returns keep momentum exposure modest, while those chasing absolute returns like user-x2tinp's 50% IWFM with Micron Technology accept 44% drawdowns for 28.5% annualized gains.

AI analysis of below portfolio data from our community only · Not investment advice · Sept 2026

Fund Details
Index TrackedMSCI World Momentum
ReplicationPhysical
StrategyLong-only
Currency RiskCurrency unhedged
Fund DomicileIreland
Fund CurrencyUSD