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

Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (EUR)
          | 
          IBCK
Fund10.435.26.4-0.428.2
+/-Cat6.44.6-3.41.15.7
+/-B’mrk3.71.5-4.8-1.53.6
 
Key Stats
Closing Price
15/10/2019
 EUR 53.67
Day Change -1.07%
Morningstar Category™ US Large-Cap Blend Equity
Volume 11662
Exchange DEUTSCHER KASSENVEREIN AG GRUPPE DEUTSCHE BOERSE
ISIN IE00B6SPMN59
Fund Size (Mil)
15/10/2019
 USD 2654.92
Share Class Size (Mil)
15/10/2019
 USD 2280.17
Ongoing Charge
15/03/2019
  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

iShares Edge S&P 500 Minimum Volatility offers investors a smoother ride in the US large-cap equity market. This sensible approach to reduce volatility of the overall portfolio combined with a low cost should allow the fund to beat its...

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)15/10/2019
YTD23.58
3 Years Annualised10.06
5 Years Annualised17.28
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) | IBCK11/10/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.430.0099.43
Bond0.000.000.00
Property0.000.000.00
Cash0.580.000.57
Other0.000.000.00
Top 5 Regions%
United States98.67
Europe - ex Euro1.33
Canada0.00
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology17.87
Consumer Cyclical15.80
Consumer Defensive12.63
Healthcare11.83
Financial Services10.68
Top 5 HoldingsSector%
Waste Management IncIndustrialsIndustrials2.09
Microsoft CorpTechnologyTechnology2.04
Texas Instruments IncTechnologyTechnology2.01
McDonald's CorpConsumer CyclicalConsumer Cyclical2.00
CVS Health CorpHealthcareHealthcare1.97
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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