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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) 2 750 500 000
 
Sector Rank: 104 out of 152
(lump sum over 3 years to 31 May 2025)
 
Overall Rank: 163 out of 490
(lump sum over 3 years to 31 May 2025)
 
R20000 invested on 31 May 2022 was worth R29 425 at 31 May 2025
(13.74% annual compound return)
 
R5000 per month since 31 May 2022 was worth R217 679 at 31 May 2025
(12.04% 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 Mar 2025
Share (Sector) Value (USD) % of fund
BANKOFCHINA (Banks) 48 683 850 1.77%
BHARTIAIRTEL (Telecom) 46 483 450 1.69%
CHUNGHWATEL (Telecom) 42 907 800 1.56%
TAIWANMOBILE (Telecom) 41 807 600 1.52%
SAUDITELECOM (Telecom) 40 707 400 1.48%
ADVANCEDINFOS (Telecom) 39 332 150 1.43%
BANKKUWAIT (Banks) 36 581 650 1.33%
TATACONSSERVE (Technology) 36 031 550 1.31%
ICH (Diamond) 34 931 350 1.27%
TOTALS 367 466 800 13.36%

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