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

Performance History31/05/2019
Growth of 1,000 (GBP) Advanced Graph
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (EUR)
          | 
          IBCK
Fund10.435.26.4-0.414.3
+/-Cat6.44.6-3.41.12.8
+/-B’mrk3.71.5-4.8-1.52.1
 
Key Stats
Closing Price
21/06/2019
 EUR 50.88
Day Change 0.46%
Morningstar Category™ US Large-Cap Blend Equity
Volume 1638
Exchange DEUTSCHER KASSENVEREIN AG GRUPPE DEUTSCHE BOERSE
ISIN IE00B6SPMN59
Fund Size (Mil)
21/06/2019
 USD 2267.89
Share Class Size (Mil)
21/06/2019
 USD 2000.17
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) (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)21/06/2019
YTD20.94
3 Years Annualised16.54
5 Years Annualised17.80
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) | IBCK20/06/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.490.0099.49
Bond0.040.000.04
Property0.000.000.00
Cash2.572.100.47
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%
Technology17.03
Consumer Cyclical14.72
Industrials13.36
Consumer Defensive12.72
Healthcare11.77
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology2.27
Waste Management IncIndustrialsIndustrials2.15
Yum Brands IncConsumer CyclicalConsumer Cyclical2.09
McDonald's CorpConsumer CyclicalConsumer Cyclical2.09
Texas Instruments IncTechnologyTechnology1.97
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (EUR) | IBCK
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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