iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP) | MVUS

Performance History30/04/2019
Growth of 1,000 (GBP) Advanced Graph
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP)
          | 
          MVUS
Fund9.636.06.2-0.415.0
+/-Cat5.55.4-3.51.10.2
+/-B’mrk2.82.4-4.9-1.5-0.9
 
Key Stats
Closing Price
17/05/2019
 GBX 4379.50
Day Change 0.30%
Morningstar Category™ US Large-Cap Blend Equity
Volume 1800
Exchange LONDON STOCK EXCHANGE, THE
ISIN IE00B6SPMN59
Fund Size (Mil)
17/05/2019
 USD 1960.20
Share Class Size (Mil)
17/05/2019
 USD 1782.84
Ongoing Charge
15/03/2019
  0.20%
Morningstar Research

A sensible approach to reducing volatility and a low cost should allow iShares Edge S&P 500 Minimum Volatility to beat its Morningstar Category peers in the long run.The exchange-traded fund's benchmark attempts to construct the least-volatile...

Click here to read this analyst report on the underlying fund.
Investment Objective: iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP) | MVUS
The fund is an exchange traded fund (ETF) that 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 S&P 500 Minimum Volatility Index, the Fund¡¯s benchmark index. The Fund invests in equity securities (e.g. shares) that, so far as possible and practicable, make up the benchmark index. The benchmark index aims to reflect the performance characteristics of a subset of securities within the S&P 500 Index (¡°Parent Index¡±) with the lowest absolute volatility of returns, subject to risk diversification. The constituents of the benchmark index are selected using a minimum volatility strategy which selects securities from the Parent Index based on estimates of the risk profile and expected volatility of each constituent and the correlation between all constituents in the Parent Index.
Returns
Trailing Returns (GBP)17/05/2019
YTD16.74
3 Years Annualised15.51
5 Years Annualised17.55
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
-
-
Inception Date
30/11/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 Minimum Volatility NR USDRussell 1000 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP) | MVUS16/05/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.700.0099.70
Bond0.000.000.00
Property0.000.000.00
Cash0.300.000.30
Other0.000.000.00
Top 5 Regions%
United States98.70
Europe - ex Euro1.30
Canada0.00
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology17.23
Consumer Cyclical14.88
Industrials13.27
Consumer Defensive12.93
Healthcare11.44
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology2.21
McDonald's CorpConsumer CyclicalConsumer Cyclical2.10
Qualcomm IncTechnologyTechnology2.09
Waste Management IncIndustrialsIndustrials2.06
VF CorpConsumer CyclicalConsumer Cyclical2.05
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP) | MVUS
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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