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

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  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider iShares
Fund Summary The Fund 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.
SEDOL code B894QH7
ISIN IE00B8FHGS14
Fund code XIWMV
Managers Not Disclosed
Manager Tenure 7 years
Morningstar Category Global Large-Cap Blend Equity
IMA Sector Flexible Investment
Fund Size £3,624 million
Fund Type ETF / IT
Management Style Passive
Total Expense Ratio (TER) 0.3%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £40.92
Buy Price £40.94
Price Change -0.1464%
Price Date 20th September 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 30th November 2012
Fund Status OPEN

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018 2017 2016 2015 2014 2013
Fund Performance +17.74% +5.83% +8.41% +34.58% +15.60% +3.26%
Benchmark Performance
(Global Large-Cap Blend Equity)
+7.86% +11.40% +2.93% +27.69% +4.00%
Time Period Cumulative Benchmark Performance
(Global Large-Cap Blend Equity)
Fund Compared to Benchmark
1 day 0.22% -0.17% +0.39%
1 week -0.84% +2.44% -3.28%
1 month -1.48% +3.20% -4.68%
3 months 4.50% +5.66% -1.16%
6 months 16.13% +7.95% +8.19%
1 year 17.04% +3.26% +13.78%
3 years 40.99% +42.95% -1.96%
5 years 109.10% +60.47% +48.63%
10 years Currently unavailable +167.68% Currently unavailable
YTD 21.93% +13.64% +8.29%
Since inception 160.15% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Swiss Re AG CHE 1.40%
Nestle SA CHE 1.27%
Waste Management Inc USA 1.24%
PepsiCo Inc USA 1.21%
Consolidated Edison Inc USA 1.18%
Johnson & Johnson USA 1.13%
McDonald's Corp USA 1.11%
NTT DOCOMO Inc JPN 1.09%
NextEra Energy Inc USA 1.04%
Verizon Communications Inc USA 1.02%

Currently unavailable