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

Register to Unlock Ratings
Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (EUR)
          | 
          IQQ0
Fund22.0-1.116.38.42.9
+/-Cat9.55.7-2.8-2.2-4.5
+/-B’mrk8.82.7-5.4-4.3-4.9
 
Key Stats
Closing Price
14/05/2021
 EUR 46.98
Day Change 0.99%
Morningstar Category™ Global Large-Cap Blend Equity
Volume 45863
Exchange DEUTSCHER KASSENVEREIN AG GRUPPE DEUTSCHE BOERSE
ISIN IE00B8FHGS14
Fund Size (Mil)
13/05/2021
 USD 3649.40
Share Class Size (Mil)
13/05/2021
 USD 3477.28
Ongoing Charge
03/02/2021
  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.
Investment Objective: iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (EUR) | IQQ0
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 MSCI World 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 MSCI World Minimum Volatility Index, this Fund’s Benchmark Index.
Returns
Trailing Returns (GBP)13/05/2021
YTD1.86
3 Years Annualised7.79
5 Years Annualised9.31
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
Not Disclosed
30/11/2012
Inception Date
30/11/2012
Advertisement
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) | IQQ012/05/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.670.0099.67
Bond0.000.000.00
Property0.000.000.00
Cash0.330.000.33
Other0.000.000.00
Top 5 Regions%
United States61.03
Japan11.78
Europe - ex Euro9.11
Canada6.68
Eurozone4.80
Top 5 Sectors%
Healthcare16.88
Technology13.34
Consumer Defensive13.20
Communication Services13.11
Financial Services11.15
Top 5 HoldingsSector%
Waste Management IncIndustrialsIndustrials1.47
Roche Holding AGHealthcareHealthcare1.40
Verizon Communications IncCommunication ServicesCommunication Services1.38
Nestle SAConsumer DefensiveConsumer Defensive1.36
Newmont CorpBasic MaterialsBasic Materials1.33
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (EUR) | IQQ0

Related

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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement