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

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Performance History31/03/2025
Growth of 1,000 (GBP) Advanced Graph
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (EUR)
          | 
          IBCK
Fund16.2-6.07.313.0-0.6
+/-Cat-10.13.4-10.0-10.27.3
+/-B’mrk-10.93.8-11.9-13.86.9
 
Key Stats
Closing Price
24/04/2025
 EUR 85.29
Day Change 0.87%
Morningstar Category™ US Large-Cap Blend Equity
Volume 11458
Exchange DEUTSCHER KASSENVEREIN AG GRUPPE DEUTSCHE BOERSE
ISIN IE00B6SPMN59
Fund Size (Mil)
24/04/2025
 USD 1639.97
Share Class Size (Mil)
24/04/2025
 USD 1318.04
Ongoing Charge
27/01/2025
  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) (EUR) | IBCK
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)24/04/2025
YTD-6.22
3 Years Annualised5.62
5 Years Annualised10.12
10 Years Annualised11.32
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 TR USDMorningstar US Large-Mid NR 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) | IBCK22/04/2025
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.950.0099.95
Bond0.000.000.00
Property0.000.000.00
Cash0.420.370.05
Other0.000.000.00
Top 5 Regions%
United States96.81
Europe - ex Euro3.18
Eurozone0.00
Asia - Developed0.00
United Kingdom0.00
Top 5 Sectors%
Technology21.48
Financial Services21.24
Healthcare17.88
Consumer Defensive14.15
Utilities11.17
Top 5 HoldingsSector%
Mondelez International Inc Class AConsumer DefensiveConsumer Defensive3.26
Berkshire Hathaway Inc Class BFinancial ServicesFinancial Services3.26
Chubb LtdFinancial ServicesFinancial Services3.18
Abbott LaboratoriesHealthcareHealthcare3.14
T-Mobile US IncCommunication ServicesCommunication Services3.14
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (EUR) | IBCK

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