Description: The investment seeks to track the investment results (before fees and expenses) of the S&P 500® Minimum Volatility Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index measures the performance of a portfolio of equity securities using a managed volatility strategy that seeks to achieve lower total risk than the S&P 500® Index, while maintaining other similar characteristics of the S&P 500® Index. The fund is non-diversified.
Home Page: www.ishares.com/uk/individual/en/products/251383/ishares-sp-500-minimum-volatility-ucits-etf
SPMV Technical AnalysisExchange: LSE
Country: UK
Currency: US Dollar ($)
Category: US Large-Cap Blend Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 97.01 | 0.00 | 97.01 |
| Stock non-US | 2.34 | 0.00 | 2.34 |
| Cash | 0.65 | 0.00 | 0.65 |
| Bond | 0.00 | 0.00 | 0.00 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Healthcare | 20.34 | 15.98 |
| Technology | 19.36 | 23.45 |
| Financial Services | 15.02 | 14.62 |
| Consumer Defensive | 12.77 | 7.28 |
| Consumer Cyclicals | 7.68 | 10.35 |
| Utilities | 7.43 | 2.44 |
| Communication Services | 5.07 | 7.33 |
| Industrials | 5.02 | 8.85 |
| Real Estate | 3.79 | 2.73 |
| Basic Materials | 3.12 | 2.72 |
| Energy | 0.40 | 4.23 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 97.66 | 98.56 |
| Europe Developed | 2.34 | 0.76 |
| Latin America | 0.00 | 0.07 |
| Asia Developed | 0.00 | 0.03 |
| United Kingdom | 0.00 | 0.59 |
| Africa/Middle East | 0.00 | 0.00 |