iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (EUR) | IBCK

Performance History30/11/2018
Growth of 1,000 (GBP) Advanced Graph
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (EUR)
          | 
          IBCK
Fund23.310.435.26.48.4
+/-Cat5.76.44.6-3.40.4
+/-B’mrk3.03.71.5-4.8-2.6
 
Key Stats
Closing Price
12/12/2018
 EUR 44.97
Day Change -0.56%
Morningstar Category™ US Large-Cap Blend Equity
Volume 2309
Exchange DEUTSCHER KASSENVEREIN AG GRUPPE DEUTSCHE BOERSE
ISIN IE00B6SPMN59
Fund Size (Mil)
12/12/2018
 USD 1230.15
Share Class Size (Mil)
12/12/2018
 USD 1101.49
Ongoing Charge
25/01/2018
  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) (EUR) | IBCK
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)12/12/2018
YTD7.21
3 Years Annualised17.72
5 Years Annualised16.35
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) (EUR) | IBCK11/12/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.410.0099.41
Bond0.000.000.00
Property0.000.000.00
Cash0.590.000.59
Other0.000.000.00
Top 5 Regions%
United States98.38
Europe - ex Euro1.25
United Kingdom0.37
Canada0.00
Latin America0.00
Top 5 Sectors%
Technology20.43
Healthcare14.26
Industrials13.01
Consumer Defensive12.31
Consumer Cyclical10.93
Top 5 HoldingsSector%
Johnson & JohnsonHealthcareHealthcare2.28
UnitedHealth Group IncHealthcareHealthcare2.19
Waste Management IncIndustrialsIndustrials2.16
Microsoft CorpTechnologyTechnology2.08
Public Service Enterprise Group IncUtilitiesUtilities2.07
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (EUR) | IBCK