UC EURO STOXX ESG-X Minimum Variance UCITS ETF
ISIN LU1982822949
|Ticker ECBV
TER
0.40% p.a.
Distribution policy
Accumulating
Replication
Swap-based
Fund size
- m
Overview
Description
The UC EURO STOXX ESG-X Minimum Variance UCITS ETF seeks to track the EURO STOXX® ESG-X & Ex Nuclear Power Minimum Variance Unconstrained index. The EURO STOXX® ESG-X & Ex Nuclear Power Minimum Variance Unconstrained index tracks Eurozone companies that do not violate the Global Compact Principles and do not produce controversial weapons or are involved in coal, nuclear energy or tobacco production. The index weighting is optimized according to a minimum variance model.
Chart
Basics
Data
| Index | EURO STOXX® ESG-X & Ex Nuclear Power Minimum Variance Unconstrained |
| Investment focus | Equity, Europe, Low Volatility/Risk Weighted |
| Fund size | GBP - m |
| Total expense ratio | 0.40% p.a. |
| Replication | Synthetic (Unfunded swap) |
| Legal structure | ETF |
| Strategy risk | Long-only |
| Sustainability | No |
| Fund currency | EUR |
| Currency risk | Currency unhedged |
| Volatility 1 year (in GBP) | 22.62% |
| Inception/ Listing Date | 10 September 2019 |
| Distribution policy | Accumulating |
| Distribution frequency | - |
| Fund domicile | Luxembourg |
| Fund Provider | UniCredit ETF |
| Fund Structure | Contractual Fund |
| UCITS compliance | Yes |
| Administrator | CACEIS Bank, Luxembourg Branch |
| Investment Advisor | |
| Custodian Bank | - |
| Revision Company | - |
| Fiscal Year End | - |
| Swiss representative | NO |
| Swiss paying agent | NO |
| Germany | Unknown |
| Switzerland | Unknown |
| Austria | Tax Reporting Fund |
| UK | Unknown |
| Indextype | Total return index |
| Swap counterparty | - |
| Collateral manager | |
| Securities lending | No |
| Securities lending counterparty |
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Performance
Returns overview
| YTD | -1.51% |
| 1 month | -0.95% |
| 3 months | -1.34% |
| 6 months | -3.10% |
| 1 year | -1.77% |
| 3 years | - |
| 5 years | - |
| Since inception (MAX) | - |
| 2023 | +1.43% |
| 2022 | - |
| 2021 | - |
| 2020 | - |
Monthly returns in a heat map
Risk
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%.
Risk overview
| Volatility 1 year | 22.62% |
| Volatility 3 years | - |
| Volatility 5 years | - |
| Return per risk 1 year | -0.08 |
| Return per risk 3 years | - |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | - |
| Maximum drawdown 3 years | - |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | - |
Rolling 1 year volatility
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| Stuttgart Stock Exchange | EUR | ECBV | - - | - - | - |
| XETRA | EUR | ECBV | ECBV GY |
Further information
Further ETFs with similar investment focus
| Fund name | Fund Size in m € (AuM) | TER p.a. | Distribution | Replication |
|---|---|---|---|---|
| iShares Edge MSCI Europe Minimum Volatility UCITS ETF | 753 | 0.25% p.a. | Accumulating | Sampling |
| Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C) | 127 | 0.23% p.a. | Accumulating | Swap-based |
| iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc) | 125 | 0.25% p.a. | Accumulating | Sampling |
| UBS ETF (LU) Factor MSCI EMU Low Volatility UCITS ETF (EUR) A-dis | 51 | 0.25% p.a. | Distributing | Full replication |
| iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) | 15 | 0.25% p.a. | Distributing | Sampling |
Frequently asked questions
What is the name of ECBV?
The name of ECBV is UC EURO STOXX ESG-X Minimum Variance UCITS ETF.
What is the ticker of UC EURO STOXX ESG-X Minimum Variance UCITS ETF?
The primary ticker of UC EURO STOXX ESG-X Minimum Variance UCITS ETF is ECBV.
What is the ISIN of UC EURO STOXX ESG-X Minimum Variance UCITS ETF?
The ISIN of UC EURO STOXX ESG-X Minimum Variance UCITS ETF is LU1982822949.
What are the costs of UC EURO STOXX ESG-X Minimum Variance UCITS ETF?
The total expense ratio (TER) of UC EURO STOXX ESG-X Minimum Variance UCITS ETF amounts to 0.40% 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 UC EURO STOXX ESG-X Minimum Variance UCITS ETF paying dividends?
UC EURO STOXX ESG-X Minimum Variance UCITS ETF 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.
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.