iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)

ISIN IE00BKVL7778

 | 

Ticker MVEW

TER
0,30% p.a.
Distributiebeleid
Accumulerend
Replicatie
Sampling
Fondsgrootte
500 m
Bedrijven
219
 

Overzicht

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Beschrijving

The iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) seeks to track the MSCI World Minimum Volatility ESG Reduced Carbon Target index. The MSCI World Minimum Volatility ESG Reduced Carbon Target index tracks stocks from developed countries worldwide which are selected according to low volatility and ESG criteria (environmental, social and corporate governance). The parent index is the MSCI World index.
 
The ETF's TER (total expense ratio) amounts to 0,30% p.a.. The iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) is the only ETF that tracks the MSCI World Minimum Volatility ESG Reduced Carbon Target index. The ETF replicates the performance of the underlying index by sampling technique (buying a selection of the most relevant index constituents). The dividends in the ETF are accumulated and reinvested in the ETF.
 
The iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) has 500m Euro assets under management. The ETF was launched on 20 april 2020 and is domiciled in Ierland.
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Grafiek

Basis

Data

Index
MSCI World Minimum Volatility ESG Reduced Carbon Target
Investeringsfocus
Aandelen, Wereld, Lage volatiliteit/Risico-gewogen
Fondsgrootte
EUR 500 m
Totale kostenratio (TER)
0,30% p.a.
Replicatie Fysiek (Geoptimaliseerde sampling)
Juridische structuur ETF
Strategierisico Langdurig
Duurzaamheid Yes
Valuta van het fonds USD
Valutarisico Valuta niet gedekt
Volatiliteit 1 jaar (in EUR)
9,33%
Oprichtingsdatum/Noteringsdatum 20 april 2020
Distributiebeleid Accumulerend
Distributiefrequentie -
Vestigingsplaats van het fonds Ierland
Fondsaanbieder iShares
Duitsland 30% belastingvermindering
Zwitserland ESTV Reporting
Oostenrijk Onbekend
UK UK-rapportage
Indextype Totale rendementsindex
Swap tegenpartij -
Collateral manager Bank of New York Mellon|Euroclear|JP Morgan|State Street Bank
Effectenlening No
Tegenpartij die effecten uitleent

Vergelijkbare ETF

In dit gedeelte vind je informatie over andere ETF met een vergelijkbare beleggingsfocus als de iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)
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Vergelijkbare ETF via beleggingsgidsen
Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.

Bedrijven

Hieronder vind je informatie over de samenstelling van de iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)

Top 10 holdings

Weging van top 10-holdings
van 219
14,59%
International Business Machines Corp.
1,76%
Motorola Solutions
1,68%
ITOCHU Corp.
1,44%
Texas Instruments
1,43%
Marsh & McLennan
1,43%
Cisco Systems, Inc.
1,41%
Microsoft Corp.
1,39%
UnitedHealth Group
1,37%
KDDI Corp.
1,34%
Automatic Data Processing
1,34%

Landen

Verenigde Staten
61,23%
Japan
10,83%
Zwitserland
4,94%
Duitsland
3,23%
Anders
19,77%
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Sectoren

Technologie
22,36%
Gezondheidszorg
15,56%
Financieel
13,25%
Essentiële consumptiegoederen
11,19%
Anders
37,64%
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Vanaf 30/09/2024

Beleggingsplanaanbiedingen

Hier vind je informatie over de beschikbaarheid van het beleggingsplan van de ETF. Je kunt de tabel gebruiken om alle beleggingsplanaanbiedingen voor de geselecteerde spaarrente te vergelijken.
 
Broker Rating Kosten beleggingsplan Kosten brokeraccount
0,00€
0,00€
Bekijk het aanbod*
0,00€
0,00€
Bekijk het aanbod*
Bron: justETF Research; Vanaf 11/2024; *Affiliate link
— De aanbiedingen zijn als volgt gesorteerd: 1. Rating 2. Kosten beleggingsplan 3. Aantal ETF-beleggingsplannen.
— Er kan geen garantie worden gegeven voor de volledigheid en juistheid van de vermelde informatie. De informatie van de online brokers is doorslaggevend. Naast de aangegeven makelaarskosten kunnen extra kosten (bijv. spreads, fooien en productkosten) van toepassing zijn.

Prestaties

Rendementsoverzicht

YTD +18,49%
1 maand +0,86%
3 maanden +6,66%
6 maanden +9,98%
1 jaar +22,61%
3 jaar +21,13%
5 jaar -
Since inception +49,36%
2023 +6,25%
2022 -5,72%
2021 +25,58%
2020 -

Maandelijks rendement in een heat map

Risico

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%.
ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).
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Risico-overzicht

Volatiliteit 1 jaar 9,33%
Volatiliteit 3 jaar 12,19%
Volatiliteit 5 jaar -
Rendement/Risico 1 jaar 2,41
Rendement/Risico 3 jaar 0,54
Rendement/Risico 5 jaar -
Maximaal waardedaling 1 jaar -4,81%
Maximaal waardedaling 3 jaar -11,35%
Maximaal waardedaling 5 jaar -
Maximaal waardedaling sinds aanvang -11,35%

Voortschrijdende volatiliteit over 1 jaar

Beurs

Beursnoteringen

Beursnotering Handelsvaluta Ticker Bloomberg /
iNAV Bloomberg Code
Reuters RIC /
iNAV Reuters
Market Maker
gettex EUR MVEW -
-
-
-
-
Bolsa Mexicana de Valores MXN -
MVEWN.MX
Euronext Amsterdam USD MVEW MVEW NA
INAVMVEW5
MVEW.AS
3Q19INAV.DE
London Stock Exchange GBP MVEW MVEW LN
ISMVEW.L
SIX Swiss Exchange CHF MVEW MVEW SE
INAVMVEW2
MVEW.S
3Q16INAV.DE
Xetra EUR MVEW MVEW GY
INAVMVEW1
MVEW.DE
3Q15INAV.DE

Meer informatie

Andere ETF met vergelijkbare beleggingsfocus

Naam fonds Fondsgrootte in €m (AuM) TER p.j. Distributie Replicatiemethode
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 2.716 0,30% p.a. Accumulerend Sampling
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 754 0,25% p.a. Accumulerend Sampling
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 174 0,35% p.a. Accumulerend Sampling
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF EUR Hedged (Acc) 71 0,35% p.a. Accumulerend Sampling
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 18 0,25% p.a. Accumulerend Volledige replicatie

Veelgestelde vragen

What is the name of MVEW?

The name of MVEW is iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc).

What is the ticker of iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)?

The primary ticker of iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) is MVEW.

What is the ISIN of iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)?

The ISIN of iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) is IE00BKVL7778.

What are the costs of iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)?

The total expense ratio (TER) of iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) amounts to 0,30% 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 iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) paying dividends?

iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) 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.

What's the fund size of iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)?

The fund size of iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) is 500m Euro. See the following article for more information about the size of ETFs.

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Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing).