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iShares lists 3 Minimum Volatility ESG ETFs

iShares lists today 3 new ETFs minimum volatility ESG on the London Stock Exchange

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By ETFWorld.co.uk


Below is the Tables with the relevant data:

Product Name iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF EUR (Acc)
ISIN IE00BKVL7D31
SEDOL BMQ5XJ2
Issuer iShares
Fund Currency EUR
Trading Currency EUR
Underlying MSCI Europe Minimum Volatility ESG Reduced Carbon Target Index
Management Fee 0.25%

The MSCI Europe Minimum Volatility ESG Reduced Carbon Target Index aims to reflect the performance characteristics of a subset of securities within the MSCI Europe Index (Parent Index) with a minimum volatility profile, subject to certain risk diversification and carbon reduction exposure constraints, and which comply with the index provider’s environmental, social and governance (ESG) criteria.

The Index excludes companies from the Parent Index based on the index provider’s ESG criteria as outlined in the benchmark index description of the Fund in the Fund’s prospectus.

Following the application of the ESG criteria, the constituents of the Index are selected, using a minimum volatility strategy, from the Parent Index based on estimates of the risk profile and expected volatility of each constituent, and the correlation between all constituents in the Parent Index.

This selection process is subject to certain risk diversification, carbon reduction exposure and ESG score improvement constraints, relative to the Parent Index.

The Parent Index measures the performance of equity markets in developed European countries.

Companies are included in the Parent Index based on the proportion of their shares in issue that are available for purchase by international investors

Product Name iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF USD (Acc)
ISIN IE00BKVL7331
SEDOL BMQ5XH0
Issuer iShares
Fund Currency USD
Trading Currency USD
Underlying MSCI USA Minimum Volatility ESG Reduced Carbon Target Index
Management Fee 0.20%

The MSCI USA Minimum Volatility ESG Reduced Carbon Target Index aims to reflect the performance characteristics of a subset of securities within the MSCI USA Index (Parent Index) with a minimum volatility profile, subject to certain risk diversification and carbon reduction exposure constraints, and which comply with the index provider’s environmental, social and governance (ESG) criteria.

The Index excludes companies from the Parent Index based on the index provider’s ESG criteria as outlined in the benchmark index description of the Fund in the Fund’s prospectus.

Following the application of the ESG criteria, the constituents of the Index are selected, using a minimum volatility strategy, from the Parent Index based on estimates of the risk profile and expected volatility of each constituent, and the correlation between all constituents in the Parent Index.

This selection process is subject to certain risk diversification, carbon reduction exposure and ESG score improvement constraints, relative to the Parent Index.

The Parent Index measures the performance of US equity markets.

Companies are included in the Parent Index based on the proportion of their shares in issue that are available for purchase by international investors.

Product Name iShares Edge MSCI World Minimum Volatility ESG UCITS ETF USD (Acc)
ISIN IE00BKVL7778
SEDOL BMQ5WZ1
Issuer iShares
Fund Currency USD
Trading Currency USD
Underlying MSCI World Minimum Volatility ESG Reduced Carbon Target Index
Management Fee 0.30%

The MSCI World Minimum Volatility ESG Reduced Carbon Target Index aims to reflect the performance characteristics of a subset of securities within the MSCI World Index (Parent Index) with a minimum volatility profile, subject to certain risk diversification and carbon reduction exposure constraints, and which comply with the index provider’s environmental, social and governance (ESG) criteria.

The Index excludes companies from the Parent Index based on the index provider’s ESG criteria as outlined in the benchmark index description of the Fund in the Fund’s prospectus.

The Fund will take into account ESG criteria only when selecting the securities to be held directly by the Fund.

The Fund may obtain indirect exposure (through, including but not limited to, FDIs and units in collective investment schemes) to securities considered not to satisfy these ESG criteria.

Following the application of the ESG criteria, the constituents of the Index are selected, using a minimum volatility strategy, from the Parent Index based on estimates of the risk profile and expected volatility of each constituent, and the correlation between all constituents in the Parent Index.

This selection process is subject to certain risk diversification, carbon reduction exposure and ESG score improvement constraints, relative to the Parent Index.

The Parent Index measures the performance of equity markets in developed countries worldwide.

Companies are included in the Parent Index based on the proportion of their shares in issue that are available for purchase by international investors.

Source: ETFWorld.co.uk

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