iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) (EUR) | EUN0

Performance History31/07/2019
Growth of 1,000 (GBP) Advanced Graph
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) (EUR)
          | 
          EUN0
Fund10.611.913.5-3.316.2
+/-Cat5.3-3.5-1.18.5-1.1
+/-B’mrk7.8-6.9-1.16.3-1.9
 
Key Stats
Closing Price
16/08/2019
 EUR 44.66
Day Change 0.76%
Morningstar Category™ Europe Large-Cap Blend Equity
Volume 13332
Exchange DEUTSCHER KASSENVEREIN AG GRUPPE DEUTSCHE BOERSE
ISIN IE00B86MWN23
Fund Size (Mil)
16/08/2019
 EUR 1361.23
Share Class Size (Mil)
16/08/2019
 EUR 1351.18
Ongoing Charge
25/01/2019
  0.25%
Morningstar Research

IShares Edge MSCI Europe Minimum Volatility’s sensible approach to reducing volatility and its low cost should allow it to beat its peers in the long run. We maintain this fund’s Morningstar Analyst Rating of Silver.This exchange-traded fund’s...

Click here to read this analyst report on the underlying fund.
Investment Objective: iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) (EUR) | EUN0
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 MSCI Europe 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 MSCI Europe 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)16/08/2019
YTD15.79
3 Years Annualised7.10
5 Years Annualised10.04
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
-
-
Inception Date
30/11/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI Europe Minimum Vol (USD) NR EURMSCI Europe NR EUR
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 MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) (EUR) | EUN015/08/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.200.0099.20
Bond0.010.000.01
Property0.000.000.00
Cash0.800.000.80
Other0.000.000.00
Top 5 Regions%
Eurozone47.36
Europe - ex Euro27.93
United Kingdom21.78
United States2.50
Latin America0.43
Top 5 Sectors%
Consumer Defensive20.61
Financial Services16.49
Healthcare12.61
Utilities10.08
Communication Services9.52
Top 5 HoldingsSector%
Nestle SAConsumer DefensiveConsumer Defensive1.67
Zurich Insurance Group AGFinancial ServicesFinancial Services1.65
Swiss Prime Site AGReal EstateReal Estate1.59
Roche Holding AG Dividend Right ... HealthcareHealthcare1.59
Swisscom AGCommunication ServicesCommunication Services1.55
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) (EUR) | EUN0
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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