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

Global Growth

This ETF seeks to track the MSCI World Minimum Volatility index, which is comprised of selected companies from developed countries that have lower volatility relative to the broader developed equity market. The ETF provides physical, optimised exposure to 359 index constituents. The top 10 account for 13% of assets, with 63% exposure to the US and 14% to Japan. Income is accumulated into the fund. Ongoing charges are 0.3%.

Narrative and ratings content all as of 01 January 2019.

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Name
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)
Manager
BlackRock Asset Management Ireland - ETF
Type
Exchange traded product
ISIN
IE00B8FHGS14
Category
Global Large-Cap Blend Equity
Launched
30/11/2012
OCF
0.3 %
Risk Rating
1
3 Year Sharpe
1.17
3 Year Alpha
1.28
Yield
0 %
Benchmark
MSCI World Minimum Vol (USD) NR USD
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.
Holding %
BlackRock ICS USD Liquidity Agency Inc 1.81 %
Swiss Re AG 1.32 %
Waste Management Inc 1.32 %
Nestle SA 1.25 %
PepsiCo Inc 1.19 %
Consolidated Edison Inc 1.17 %
McDonald's Corp 1.15 %
Johnson & Johnson 1.14 %
NTT DOCOMO Inc 1.02 %
NextEra Energy Inc 1.01 %
Region %
United States 58.37 %
Japan 12.61 %
Europe - ex Euro 9.39 %
Canada 5.51 %
Eurozone 5.40 %
Asia - Developed 5.17 %
Sector %
Financial Services 17.82 %
Consumer Defensive 14.27 %
Industrials 11.51 %
Healthcare 9.49 %
Real Estate 9.21 %
Communication Services 9.16 %
Utilities 8.53 %
Consumer Cyclical 8.43 %
Technology 6.46 %
Name
BlackRock Asset Management Ireland - ETF
Address
Dublin, Ireland
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Not Disclosed
Joined 11/30/2012

Data provided by Morningstar.

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