iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) ISIN IE00B6SPMN59, Ticker MVUS

 
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Strategy of iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

Investment strategy

The S&P 500 Minimum Volatility index tracks an optimized portfolio that includes a selection of stocks where volatility is among the lowest in the S&P 500. The S&P 500 index tracks large cap US stocks.

 

S&P 500 Minimum Volatility (2)

Equity (833) United States (181) Low Volatility/Risk Weighted (6)
Quote
GBP 50.04
XETRA
04/12/20
37.81 52 weeks low/high 51.22
52 weeks low/high
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Risk and fees of iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

Risk
GBP 1,090 m
Fund size
Fund size category

Replication

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

Currency risk

Currency unhedged
Volatility 1 year (in GBP) 31.47% Risk category
Inception/ Listing Date 30 November 2012
Fees
0.20% p.a.
Total expense ratio
0.04% Compare 0.99%
Compare ( Equity )
Dividend/ Taxes
Distribution policy Accumulating
Distribution frequency -
Fund domicile Ireland
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 ESTV Reporting
Austria Tax Reporting Fund
UK UK Reporting
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 Yes
Securities lending counterparty UBS AG|Deutsche Bank AG|Goldman Sachs International|BNP Paribas Arbitrage SNC|Merrill Lynch International|Citigroup Inc|BNP Paribas SA|Societe Generale SA|JP Morgan Chase & Co|The Bank of Nova Scotia|HSBC Bank Plc|Nomura International Plc|Macquarie Bank Limited|Credit Suisse Securities (Europe) Ltd.|Barclays Bank Plc|J.P. Morgan Securities Plc|Citigroup Global Markets Ltd|Morgan Stanley & Co. International Plc|Skandinaviska Enskilda Banken AB|Barclays Capital Securities Ltd.
 
 
 

Performance of iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

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Description of iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

The iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) invests in stocks with focus Low Volatility/Risk Weighted, United States. The dividends in the fund are reinvested (accumulating).

The total expense ratio amounts to 0.20% 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 S&P 500 Minimum Volatility UCITS ETF (Acc) is a very large ETF with 1,090m GBP assets under management. The ETF is older than 5 years 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.
Source:ETFinfo
 
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Performance chart of iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

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Chart comparison of all ETFs on this index (2)

Chart comparison of all ETFs on this category (6)

 
— 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 S&P 500 Minimum Volatility UCITS ETF (Acc)

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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 S&P 500 Minimum Volatility UCITS ETF (Acc)

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