← Search another ETF⎙ Printable sheet (PDF)
ETF sheet · Issuer-declared data
🇮🇹 Effective capital-gains rate: 26.00%details →

iShares Asia Property Yield UCITS ETFIndex, costs, backtest, listings and taxation

ISIN: IE00BGDPWV87Ticker: AYEP (Xetra)Issuer: iShares
Issuer-declared data
Declared index
FTSE EPRA Nareit Developed Asia Dividend+ NET Index in USD
TER
0.59%
Transaction costs
0.01% (issuer estimate, from the KID)
Management
Passive (index-tracking)
Replication
Income policy
SFDR
Article 6 — does not promote specific ESG characteristics what does it mean?
Fund assets
22.1 mln EUR
NAV
5.39 USD (1 September 2026)
Domicile
Ireland
Inception date
12 December 2018
Data as declared by iShares in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
📬 Follow the engine as we build it

One email when new issuers, new metrics and new articles land. Double opt-in, zero spam, one-click unsubscribe.

Description

iShares Asia Property Yield UCITS ETF tracks the issuer-declared index: FTSE EPRA Nareit Developed Asia Dividend+ NET Index in USD. The declared annual cost (TER) is 0.59%, plus 0.01% in transaction costs estimated by the issuer in the KID. Replication is physical replication (the KID declares buying all or a substantial number of the index constituents); income is accumulated and reinvested in the fund. The fund has assets of about 22 million euro, was launched on 12 December 2018 and is domiciled in Ireland.

The fund’s objective — in the issuer’s words

The Share Class is a share class of a Fund which aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the FTSE EPRA/Nareit Developed Asia Dividend + Index, the Fund’s benchmark index (Index). The Share Class, via the Fund is passively managed and aims to invest so far as possible and practicable in the equity securities (e.g. shares of listed real estate companies and Real Estate Investment Trusts (REITs)) that make up the Index. REITs are closed-ended investment vehicles that invest in, manage and own, real estate. The Index measures the performance of REITs and real estate holding and development companies from developed Asian countries which are constituents of the FTSE EPRA/Nareit Developed Asia Index, and pay above average or a high level of income as a dividend. The Index offers exposure to listed real estate companies and Real Estate Investment Trusts (REITs) from developed Asian countries and includes those equity securities which have a forecasted dividend yield of equal to, or greater than, 2%. Companies are included in the Index based on the proportion of their shares in issue that are available for purchase by international investors. The Fund intends to replicate the Index by holding the equity securities, which make up the Index, in similar proportions to it. The Fund does not hold physical real estate property, but invests indirectly in property-related assets (i.e. the shares of listed real estate companies and REITs). The Fund may also engage in short-term secured lending of its investments to certain eligible third parties to generate additional income to off-set the costs of the Fund. The investment manager may use financial derivative instruments (FDIs) (i.e. investments the prices of which are based on one or more underlying assets) for efficient portfolio management purposes (i.e. to reduce risk within the Fund’s portfolio, reduce investment costs and generate additional income). FDIs may be used for direct investment purposes. The price of equity securities fluctuates daily and may be influenced by factors affecting the performance of the individual companies issuing the equities, as well as by daily stock market movements, and broader economic and political developments which in turn may affect the value of your investment. The relationship between the return on your investment, how it is impacted and the period for which you hold your investment is considered below (see “How long should I hold it and can I take my money out early?”).

Keep reading the KID section ▾

The depositary of the Fund is The Bank of New York Mellon SA/NV, Dublin Branch. Further information about the Fund can be obtained from the latest annual report and half-yearly reports of the iShares II plc. These documents are available free of charge in English and certain other languages. These can be found, along with other (practical) information, including prices of units, on the iShares website at: www.ishares.com or by calling +49 89427295800 or from your broker or financial adviser.

Your shares will be accumulating shares (i.e. income will be included in their value). Your shares will be denominated in US Dollar, the Fund's base currency. The shares are listed and traded on various stock exchanges. In normal circumstances, only authorised participants may buy and sell shares directly with the Fund. Investors who are not authorised participants (e.g. select financial institutions) can generally only buy or sell the shares on the secondary market (e.g. via a broker on a stock exchange) at the then prevailing market price. The value of the shares are related to the value of the underlying assets of the Fund, less costs (see “What are the costs?” below). The prevailing market price at which the shares trade on the secondary market may deviate from the value of the Shares. Indicative net asset value is published on relevant stock exchanges websites.

Intended retail investor:The Fund is intended for retail investors with the ability to bear losses up to the amount invested in the Fund (see “How long should I hold it and can I take my money out early?”).

Insurance benefits:The Fund does not offer any insurance benefits.

From the KID’s “Objectives” section · 4 August 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.59%: above the median of real-estate ETFs we track (0.40%).
  • Average tracking difference over the last 3 years: -0.37% p.a., against a declared TER of 0.59%.
Comparisons computed by Rebalix on the declared data in our census; they describe the past and are not indicative of future results.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed versionProspectusPDF in English, from the issuer’s site — the fund’s full legal documentFactsheetPDF in English, from the issuer’s site — the fund’s monthly snapshot
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · USD · from Dec 2018 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+7.0%
Annualised
+0.9%
Volatility (ann.)
15.7%
Max drawdown
-40.87%
-32%-19%-5%+9%+23%Dec 2018Nov 2020Oct 2022Sept 2024Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+7%Dec 2018Sept 2026
Note — currency risk: the fund is denominated (or hedged) in USD and the chart is in USD. For a euro investor, returns also depend on the EUR/USD exchange rate, up or down.
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-10%-20%-30%-40%-50%20182020202220242026−40.87% · 19 Mar 2020
Max drawdown
-40.87%
peak → trough
Trough
19 Mar 2020
from the 05 Jul 2019 peak
Recovery time
448 days
recovery only: trough to break-even · ≈ 1 year and 3 months
Underwater
706 days
decline + recovery: peak to break-even · ≈ 1 year and 11 months · → recovered on 10 Jun 2021

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
05 Jul 201919 Mar 2020-40.87%10 Jun 2021706
10 Jun 202126 Oct 2023-30.60%10 Feb 20261,706
27 Feb 202623 Jun 2026-14.50%ongoing188
03 Apr 201931 May 2019-4.00%20 Jun 201978
17 Dec 201802 Jan 2019-2.95%07 Jan 201921

Calendar-year returns

2018
-1.6%
2019
16.6%
2020
-9.1%
2021
4.3%
2022
-12.0%
2023
-2.1%
2024
-10.1%
2025
30.6%
2026
-2.9%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
20264.34.1-12.25.6-3.6-3.75.9-2.50.5-2.9
20253.51.41.66.11.73.31.26.60.7-1.42.60.230.6
2024-4.0-2.24.5-3.4-2.4-3.27.36.62.1-7.6-1.3-5.5-10.1
20233.7-4.0-0.82.1-4.9-1.13.3-4.0-3.7-5.57.07.0-2.1
2022-4.30.03.2-4.40.0-5.64.3-3.7-9.7-2.09.21.9-12.0
20210.44.01.32.11.20.5-0.7-0.3-3.72.0-5.02.84.3
2020-0.9-7.3-20.46.6-0.73.1-0.65.6-2.9-3.812.13.5-9.1
20199.40.04.8-2.3-1.34.7-0.9-1.60.73.3-1.91.016.6
From month-end NAVs, over the fund’s full history, on the series shown in the chart (dividends reinvested where declared). Deeper colour = larger move.
Source: iShares. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Tracking difference — fund vs index

How much the fund returned above (+) or below (−) its index, year by year. It measures the actual deviation: the combined effect of costs (TER and transaction), securities-lending revenue and replication optimisations — which is why it can beat the TER. Tracking difference was positive in 0 of the last 7 calendar years: a past observation, not an indication of future outperformance.
Average TD (last 3 years)
-0.37% /anno
Declared TER
0.59%
YearFundIndexDifference
2025+30.50%+31.14%-0.64%
2024-10.07%-9.82%-0.24%
2023-2.08%-1.85%-0.23%
2022-11.98%-11.60%-0.38%
2021+4.53%+5.03%-0.50%
2020-9.19%-8.88%-0.32%
2019+16.68%+17.16%-0.48%
Total-return figures from issuer-declared series (primary source); complete calendar years. TD is not comparable across sites using different methodologies or index variants. Past performance is not indicative of future results. What is tracking difference? →

Risk indicators· EUR

Last yearLast 3 yearsLast 5 yearsFull history
Volatility (ann.)11.32%12.52%12.38%14.80%
Max drawdown-12.78%-12.78%-22.79%-39.37%
Sharpe-0.120.05-0.220.00
Sortino-0.160.07-0.300.01
Computed from the daily NAV series, always in nominal terms. Sharpe and Sortino use the ECB main refinancing rate averaged over the period (last year: 2.20%), weighted by days in force, as the risk-free rate. Same formulas as our public methodology: sample standard deviation annualised over 252 days; Sortino with downside deviation. Past performance is not indicative of future results. Figures in EUR — series converted day by day at ECB reference rates; the table follows the currency selected in the chart.

Portfolio holdings

Securities in portfolio
123
137 total lines: 14 cash & derivatives
Top-10 weight
37.1%

Top 10 holdings

MITSUI FUDOSAN · 8801
7.69%
SUN HUNG KAI PROPERTIES LTD · 16
5.92%
SCENTRE GROUP · SCG
4.21%
LINK REAL ESTATE INVESTMENT TRUST · 823
4.03%
CAPITALAND INTEGRATED COMMERCIAL T · CICT
3.71%
CAPITALAND ASCENDAS REIT · CLAR
2.49%
HONGKONG LAND HOLDINGS LTD · H78
2.47%
STOCKLAND STAPLED UNITS LTD · SGP
2.38%
VICINITY CENTRES · VCX
2.19%
GPT GROUP STAPLED UNITS · GPT
2.03%

Sectors

Real Estate
98.4%
Cash and/or Derivatives
1.4%
Information Technology
0.1%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustralia: 21.3%AustriaAzerbaijanBurundiBelgiumBeninBurkina FasoBangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazilBruneiBhutanBotswanaCentral African RepublicCanadaSwitzerlandChileChinaIvory CoastCameroonDemocratic Republic of the CongoRepublic of the CongoColombiaCosta RicaCubaCyprusCzech RepublicGermanyDjiboutiDenmarkDominican RepublicAlgeriaEcuadorEgyptEritreaSpainEstoniaEthiopiaFinlandFijiFalkland IslandsFranceGabonUnited KingdomGeorgiaGhanaGuineaGambiaGuinea BissauEquatorial GuineaGreeceGreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesiaIndiaIrelandIranIraqIcelandIsraelItalyJamaicaJordanJapan: 38.7%KazakhstanKenyaKyrgyzstanCambodiaSouth Korea: 0.7%KosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourgLatviaMoroccoMoldovaMadagascarMexicoMacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeriaNicaraguaNetherlandsNorwayNepalNew Zealand: 1.3%OmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugalParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSwedenSwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwanUnited Republic of TanzaniaUgandaUkraineUruguayUnited States of AmericaUzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth AfricaZambiaZimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
Japan38.7%
Australia21.3%
Hong Kong19.4%
Singapore18.5%
New Zealand1.3%
South Korea0.7%
Download the full portfolio — Excel, 137 rows
Full portfolio declared by iShares, as of 31 August 2026: this is the summary. Percentages may not sum to 100 due to cash, derivatives and rounding.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

Share classes of the same fund

This page covers ISIN IE00BGDPWV87. The other classes belong to the same fund but may differ in currency, income policy or currency hedging.
Share classISINTickerIncomeCurrency
USD (Dist)IE00B1FZS244IASPDistributingUSD
USD (Acc) · this pageIE00BGDPWV87AYEPAccumulatingUSD
Share classes declared by the issuer in official product lists (same fund = same issuer and same declared name). A dash “—” = not declared — not a zero.

Italian taxation

Effective rate on capital gains
26.00%
White-list share
0.00%
From the government-bond («white list») share certified by the issuer every semester: 12.5% on that portion, 26% on the rest.
Deep-dive into this fund’s taxation →

Where it shows up commission-free in Italy

According to the official lists published by the brokers (downloaded and cross-checked by us), these share classes of the fund appear tradable with zero fees:

IE00BGDPWV87AYEP(class: USD (Acc))
  • BG Saxozero within the savings plan (buys)
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
IE00B1FZS244IASP(class: USD (Dist))
  • Directazero within the savings plan (buys)
  • Directazero on single buys from 1,500 €, agreement until 31 December 2026
  • Moneyfarmzero within the savings plan (buys), agreement until 31 March 2027
  • Moneyfarmzero on single buys from 1,000 €, agreement until 31 March 2027
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
Full terms, traps and method in the observatory: Free savings plans and zero-commission ETFs: the broker survey

Official lists verified on 3 September 2026. We record published terms — this is neither an invitation to open accounts nor a recommendation: lists change, the broker’s documents prevail. Trade Republic, Scalable Capital and Trading 212 publish no per-ISIN lists and don’t appear here.

Stock exchange listings

ExchangeTickerTrading since
Börse DüsseldorfAYEP4 Apr 2019
Börse FrankfurtAYEP14 Dec 2018
Börse HamburgAYEP31 Jan 2019
Börse HannoverAYEP9 Dec 2024
Börse München / gettexAYEP18 Feb 2019
Börse StuttgartAYEP13 Feb 2019
Tradegate ExchangeAYEP30 Oct 2019
Xetra (Deutsche Börse)AYEP14 Dec 2018
+ 15 more trading venues (MTFs and professional platforms).
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does iShares Asia Property Yield UCITS ETF track?
The issuer iShares declares the benchmark: FTSE EPRA Nareit Developed Asia Dividend+ NET Index in USD.
How much does AYEP cost?
The issuer-declared TER is 0.59% per year; the transaction costs estimated in the KID are 0.01%.
How is AYEP taxed in Italy?
On sale, the capital gain is taxed at an effective 26.00% rate (white-list share 0.00%): 12.5% on the government-bond “white list” portion, 26% on the rest.
What is the fund size of AYEP?
The fund size declared by iShares is about 22 million euro.
When was AYEP launched?
The fund was launched on 12 December 2018: it has 7 years of history.
How does AYEP replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (issuer wording: “Fisica (dal KID)”).
Does AYEP pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Accumulating”).
Where does AYEP trade?
Per the official ESMA register it trades on 8 main exchanges, including Börse Düsseldorf (AYEP), Börse Frankfurt (AYEP), Börse Hamburg (AYEP), Börse Hannover (AYEP), Börse München / gettex (AYEP), Börse Stuttgart (AYEP).
What was AYEP's worst fall?
Over the available history (since 2018), the maximum drawdown was -40.87%, reached in March 2020. Past performance is not indicative of future results.
What is AYEP's tracking difference?
Over the last 3 complete calendar years the fund returned on average -0.37% per year versus its index (from issuer-declared series).
How many securities does AYEP hold?
The declared portfolio holds 123 securities (plus 14 cash & derivative lines); the top 10 positions weigh 37.1%.
Transparency note
The data in this sheet is declared by iShares in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.