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iShares Edge MSCI World Minimum Volatility UCITS ETF
iShares Edge MSCI World Minimum Volatility UCITS ETF
BlackRock Investment Management (UK) Ltd.
iShares Edge MSCI World Minimum Volatility UCITS ETF
Regional Portfolio Structure(Semi-Annual Comparison)
Sectorial Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-General
Size: (USD) 3 018 400 000
 
Sector Rank: 60 out of 148
(lump sum over 3 years to 28 Feb 2025)
 
Overall Rank: 84 out of 486
(lump sum over 3 years to 28 Feb 2025)
 
R20000 invested on 28 Feb 2022 was worth R30 154 at 28 Feb 2025
(14.67% annual compound return)
 
R5000 per month since 28 Feb 2022 was worth R226 990 at 28 Feb 2025
(14.62% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The Fund seeks to track the performance of an index composed of selected companies from developed countries that, in the aggregate, have lower volatility characteristics relative to the broader developed equity markets.
 
Technical Overview
Benchmark: MSCI World Minimum Volatility Index
Base currency: USD Pricing system: Forward
Formation date: 30 Nov 2012
 
Top holdings on 31 Dec 2024
Share (Sector) Value (USD) % of fund
MOTOROLA (Goods & Services) 43 464 960 1.44%
WALMAR INC (Goods & Services) 43 464 960 1.44%
DEUTSCHETELEK (Telecom) 42 861 280 1.42%
CSCO.US () 40 446 560 1.34%
ROPERIND (Goods & Services) 40 144 720 1.33%
MCKESSON (Healthcare) 38 937 360 1.29%
REPUBLICSERV (Goods & Services) 38 937 360 1.29%
BERKSHIREHATH (Insurance) 35 617 120 1.18%
MERCK&CO (Healthcare) 35 013 440 1.16%
TOTALS 358 887 760 11.89%

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