iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF ISIN IE00BKVL7D31, WKN A2PYV3

 
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Strategy of iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF

Investment strategy

The MSCI Europe Minimum Volatility ESG Reduced Carbon Target index tracks a selection of European companies optimised according to low volatility and ESG criteria (environmental, social and corporate governance). The parent index is the MSCI Europe.

 

MSCI Europe Minimum Volatility ESG Reduced Carbon Target (1)

Equity (1036) Europe (301) Social/Environmental (39)
Quote
EUR 5.45
XETRA
29/09/20
4.97 52 weeks low/high 5.61
52 weeks low/high
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Risk and fees of iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF

Risk
EUR 11 m
Fund size
Fund size category

Replication

Physical (Optimized sampling)
Legal structure ETF
Strategy risk Long-only
Fund currency EUR

Currency risk

Currency unhedged
Volatility 1 year (in EUR) - -
Inception/ Listing Date 17 April 2020
Fees
0.25% p.a.
Total expense ratio
0.04% Compare 0.98%
Compare ( Equity )
Dividend/ Taxes
Distribution policy Accumulating
Distribution frequency -
Fund domicile Ireland
Tax data Bundesanzeiger
Legal structure
Fund Structure Open-ended Investment Company (OEIC)
UCITS compliance Yes
Fund Provider iShares
Administrator State Street Fund Services (Ireland) Limited
Investment Advisor
Custodian Bank State Street Custodial Services (Ireland) Limited
Revision Company Deloitte
Fiscal Year End 31 March
Swiss representative BlackRock Asset Management Schweiz AG
Swiss paying agent State Street Bank International GmbH, Munich, Zurich Branch
Tax Status
Switzerland Unknown
Austria Unknown
UK Unknown
Replication, swap, securities lending
Indextype Total return index
Swap counterparty -
Collateral manager Bank of New York Mellon|Euroclear|State Street Bank|JP Morgan
Securities lending No
Securities lending counterparty
 
 
 

Performance of iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF

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Savings plan offers for the iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF

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Broker Rating Savings plan offer Brokerage fee More information
 
free of charge
free of charge
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EUR 1.50 + ATC
1.50%
0.1% + VAT
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Description of iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF

The iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF invests in stocks with focus Social/Environmental, Europe. The dividends in the fund are reinvested (accumulating). MSCI Europe Minimum Volatility ESG Reduced Carbon Target allows a broad investment with low fees in appr. 155 stocks.

The total expense ratio amounts to 0.25% p.a.. The fund replicates the performance of the underlying index by buying a selection of the most relevant index constituents (sampling technique). The iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF is a very small ETF with 11m Euro assets under management. The ETF is younger than 1 year and is domiciled in Ireland.
 

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— All quotes are 15 minutes delayed stock exchange quotes or NAVs (=daily published by fund provider). Quotes and reference data provided by Xignite, Inc., etfinfo and justETF GmbH. Returns include dividend payments. There is no warranty for completeness, accuracy and correctness for the displayed information.
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Performance chart of iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF

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Chart comparison of all ETFs on this index (1)

Chart comparison of all ETFs on this category (39)

 
— All quotes are 15 minutes delayed stock exchange quotes or NAVs (=daily published by fund provider). Quotes and reference data provided by Xignite, Inc., etfinfo and justETF GmbH. Returns include dividend payments. There is no warranty for completeness, accuracy and correctness for the displayed information.
Source:ETFinfo
 
 

Returns of iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF

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Monthly returns in a heat map
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— All quotes are 15 minutes delayed stock exchange quotes or NAVs (=daily published by fund provider). Quotes and reference data provided by Xignite, Inc., etfinfo and justETF GmbH. Returns include dividend payments. There is no warranty for completeness, accuracy and correctness for the displayed information.
Source:ETFinfo
 
 

Listings of iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF

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Rolling 1 year volatility

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