UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc

ISIN IE000EJ2EHO7

 | 

Ticker WDMVO

TER
0,25% p.a.
Distributiebeleid
Accumulerend
Replicatie
Volledige replicatie
Fondsgrootte
279 m
Bedrijven
187
 

Overzicht

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Beschrijving

The UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc seeks to track the MSCI World ESG Leaders Minimum Volatility index. The MSCI World ESG Leaders Minimum Volatility index tracks a selection of companies optimised according to low volatility and ESG criteria (environmental, social and corporate governance) from developed countries worldwide.
 
The ETF's TER (total expense ratio) amounts to 0,25% p.a.. The ETF replicates the performance of the underlying index by full replication (buying all the index constituents). The dividends in the ETF are accumulated and reinvested in the ETF.
 
The UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc has 279m Euro assets under management. The ETF was launched on 26 augustus 2024 and is domiciled in Ierland.
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Grafiek

Basis

Data

Index
MSCI World ESG Leaders Minimum Volatility
Investeringsfocus
Aandelen, Wereld, Lage volatiliteit/Risico-gewogen
Fondsgrootte
EUR 279 m
Totale kostenratio (TER)
0,25% p.a.
Replicatie Fysiek (Volledige replicatie)
Juridische structuur ETF
Strategierisico Langdurig
Duurzaamheid Yes
Valuta van het fonds USD
Valutarisico Valuta niet gedekt
Volatiliteit 1 jaar (in EUR)
-
Oprichtingsdatum/Noteringsdatum 26 augustus 2024
Distributiebeleid Accumulerend
Distributiefrequentie -
Vestigingsplaats van het fonds Ierland
Fondsaanbieder UBS ETF
Duitsland Onbekend
Zwitserland ESTV Reporting
Oostenrijk Belastingrapportagefonds
UK UK-rapportage
Indextype Totale rendementsindex
Swap tegenpartij -
Collateral manager
Effectenlening No
Tegenpartij die effecten uitleent

Vergelijkbare ETF

In dit gedeelte vind je informatie over andere ETF met een vergelijkbare beleggingsfocus als de UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc
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Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.

Bedrijven

Hieronder vind je informatie over de samenstelling van de UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc

Top 10 holdings

Weging van top 10-holdings
van 187
15,06%
International Business Machines Corp.
1,71%
The Travelers Cos., Inc.
1,59%
Gilead Sciences, Inc.
1,53%
Swiss Re AG
1,51%
SoftBank Corp.
1,49%
Eli Lilly & Co.
1,48%
Texas Instruments
1,46%
Consolidated Edison
1,45%
Johnson & Johnson
1,42%
Progressive
1,42%

Landen

Verenigde Staten
62,40%
Japan
11,23%
Zwitserland
4,65%
Canada
4,12%
Anders
17,60%
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Sectoren

Technologie
25,24%
Gezondheidszorg
15,75%
Financieel
13,35%
Essentiële consumptiegoederen
10,76%
Anders
34,90%
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Vanaf 31/10/2024

Beleggingsplanaanbiedingen

Hier vind je informatie over de beschikbaarheid van het beleggingsplan van de ETF. Je kunt de tabel gebruiken om alle beleggingsplanaanbiedingen voor de geselecteerde spaarrente te vergelijken.
 
Broker Rating Kosten beleggingsplan Kosten brokeraccount
0,00€
0,00€
Bekijk het aanbod*
Bron: justETF Research; Vanaf 12/2024; *Affiliate link
— De aanbiedingen zijn als volgt gesorteerd: 1. Rating 2. Kosten beleggingsplan 3. Aantal ETF-beleggingsplannen.
— Er kan geen garantie worden gegeven voor de volledigheid en juistheid van de vermelde informatie. De informatie van de online brokers is doorslaggevend. Naast de aangegeven makelaarskosten kunnen extra kosten (bijv. spreads, fooien en productkosten) van toepassing zijn.

Prestaties

Rendementsoverzicht

YTD -
1 maand +7,19%
3 maanden +5,71%
6 maanden -
1 jaar -
3 jaar -
5 jaar -
Since inception +7,88%
2023 -
2022 -
2021 -
2020 -

Maandelijks rendement in een heat map

Risico

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).
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Risico-overzicht

Volatiliteit 1 jaar -
Volatiliteit 3 jaar -
Volatiliteit 5 jaar -
Rendement/Risico 1 jaar -
Rendement/Risico 3 jaar -
Rendement/Risico 5 jaar -
Maximaal waardedaling 1 jaar -
Maximaal waardedaling 3 jaar -
Maximaal waardedaling 5 jaar -
Maximaal waardedaling sinds aanvang -3,93%

Voortschrijdende volatiliteit over 1 jaar

Beurs

Beursnoteringen

Beursnotering Handelsvaluta Ticker Bloomberg /
iNAV Bloomberg Code
Reuters RIC /
iNAV Reuters
Market Maker
Borsa Italiana EUR WDMVO
WDMVOEIV

WDMVOEURINAV=SOLA
SIX Swiss Exchange USD WDMVO
WDMVOUIV

WDMVOUSDINAV=SOLA
Xetra EUR CSY9
WDMVOEIV

WDMVOEURINAV=SOLA

Meer informatie

Andere ETF met vergelijkbare beleggingsfocus

Naam fonds Fondsgrootte in €m (AuM) TER p.j. Distributie Replicatiemethode
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 2.763 0,30% p.a. Accumulerend Sampling
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 896 0,25% p.a. Accumulerend Sampling
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) 511 0,30% p.a. Accumulerend Sampling
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 178 0,35% p.a. Accumulerend Sampling
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF EUR Hedged (Acc) 73 0,35% p.a. Accumulerend Sampling

Veelgestelde vragen

What is the name of WDMVO?

The name of WDMVO is UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc.

What is the ticker of UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc?

The primary ticker of UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc is WDMVO.

What is the ISIN of UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc?

The ISIN of UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc is IE000EJ2EHO7.

What are the costs of UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc?

The total expense ratio (TER) of UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc amounts to 0,25% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.

Is UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc paying dividends?

UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.

What's the fund size of UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc?

The fund size of UBS ETF (IE) Factor MSCI World Minimum Volatility ESG Leaders UCITS ETF (USA) A-acc is 279m Euro. See the following article for more information about the size of ETFs.

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Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing).