Morningstar

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

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Performance History31/12/2021
Growth of 1,000 (GBP) Advanced Graph
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) | SPMV
Fund6.60.526.64.825.0
+/-Cat-3.11.93.2-9.3-1.3
+/-B’mrk-4.5-0.60.2-12.4-2.6
 
Category: US Large-Cap Blend Equity
Category Benchmark: Russell 1000 TR USD
Key Stats
Closing Price
17/01/2022		 USD 81.43
Day Change 0.14%
Morningstar Category™ US Large-Cap Blend Equity
Volume 3868
Exchange LONDON STOCK EXCHANGE, THE
ISIN IE00B6SPMN59
Fund Size (Mil)
14/01/2022		 USD 1523.25
Share Class Size (Mil)
14/01/2022		 USD 1241.69
Ongoing Charge
03/02/2021		  0.20%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Investment Objective: iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) | SPMV
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Minimum Volatility Index. In order to achieve this investment objective, the investment policy of the Fund is to invest in a portfolio of equity securities that, as far as possible and practicable, consist of the component securities of the S&P 500 Minimum Volatility Index, this Fund’s Benchmark Index.
Returns
Trailing Returns (GBP)14/01/2022
YTD-4.60
3 Years Annualised16.19
5 Years Annualised10.66
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
S&P 500 Minimum Volatility TR 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) | SPMV13/01/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.560.0099.56
Bond0.000.000.00
Property0.000.000.00
Cash0.440.000.44
Other0.000.000.00
Top 5 Regions%
United States97.84
Europe - ex Euro2.16
Canada0.00
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology22.29
Healthcare18.38
Financial Services12.59
Consumer Defensive11.43
Consumer Cyclical9.21
Top 5 HoldingsSector%
Qualcomm IncTechnologyTechnology2.53
Progressive CorpFinancial ServicesFinancial Services2.30
UnitedHealth Group IncHealthcareHealthcare2.27
Berkshire Hathaway Inc Class BFinancial ServicesFinancial Services2.27
Procter & Gamble CoConsumer DefensiveConsumer Defensive2.16
Increase Decrease New since last portfolio
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) | SPMV

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