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iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (EUR) | IQQ0

Performance History31/10/2019
Growth of 1,000 (GBP) Advanced Graph
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (EUR)
          | 
          IQQ0
Fund11.228.27.23.218.7
+/-Cat7.84.7-5.39.93.3
+/-B’mrk7.9-0.5-6.07.01.2
 
Key Stats
Closing Price
13/11/2019
 EUR 46.46
Day Change 0.28%
Morningstar Category™ Global Large-Cap Blend Equity
Volume 96326
Exchange DEUTSCHER KASSENVEREIN AG GRUPPE DEUTSCHE BOERSE
ISIN IE00B8FHGS14
Fund Size (Mil)
12/11/2019
 USD 4133.84
Share Class Size (Mil)
12/11/2019
 USD 3993.01
Ongoing Charge
25/01/2019
  0.30%
*  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

A sensible approach to reducing volatility and a low cost should allow iShares Edge MSCI World Minimum Volatility ETF to beat its peers in the long run. The fund retains a Morningstar Analyst Rating of Silver.This exchange-traded fund's benchmark...

Click here to read this analyst report on the underlying fund.
Investment Objective: iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (EUR) | IQQ0
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 World 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 World 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)13/11/2019
YTD19.24
3 Years Annualised11.29
5 Years Annualised13.81
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
Not Disclosed
30/11/2012
Inception Date
30/11/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World Minimum Vol (USD) NR USDMSCI ACWI 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 MSCI World Minimum Volatility UCITS ETF USD (Acc) (EUR) | IQQ011/11/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.370.0099.37
Bond0.000.000.00
Property0.000.000.00
Cash1.530.890.63
Other0.000.000.00
Top 5 Regions%
United States57.70
Japan13.54
Europe - ex Euro9.65
Canada5.59
Eurozone5.38
Top 5 Sectors%
Financial Services18.30
Consumer Defensive14.41
Industrials10.25
Communication Services9.95
Healthcare9.48
Top 5 HoldingsSector%
Swiss Re AGFinancial ServicesFinancial Services1.43
Nestle SAConsumer DefensiveConsumer Defensive1.23
Waste Management IncIndustrialsIndustrials1.22
NTT DOCOMO IncCommunication ServicesCommunication Services1.17
PepsiCo IncConsumer DefensiveConsumer Defensive1.17
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (EUR) | IQQ0
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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