iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP) | MVUSRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.2 | 23.9 | -11.1 | 9.8 | 10.3 | |
+/-Cat | -5.9 | -2.4 | -1.6 | -7.4 | -0.7 | |
+/-B’mrk | -8.6 | -3.2 | -1.3 | -9.3 | -1.2 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
Closing Price 18/04/2024 | GBX 6913.00 | |
Day Change | 0.30% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
Volume | 461 | |
Exchange | LONDON STOCK EXCHANGE, THE | |
ISIN | IE00B6SPMN59 | |
Fund Size (Mil) 18/04/2024 | USD 1956.69 | |
Share Class Size (Mil) 18/04/2024 | USD 1771.77 | |
Ongoing Charge 01/02/2023 | 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. |
Morningstar Research |
Investment Objective: iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP) | MVUS |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 30/11/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 Minimum Volatility TR USD | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP) | MVUS | 17/04/2024 |
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Top 5 Holdings | Sector | % |
NextEra Energy Inc | Utilities | 3.51 |
Progressive Corp | Financial Services | 3.26 |
Amazon.com Inc | Consumer Cyclical | 3.19 |
Microsoft Corp | Technology | 3.13 |
Berkshire Hathaway Inc Class B | Financial Services | 3.01 |
Increase Decrease New since last portfolio | ||
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (GBP) | MVUS |