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iShares Edge MSCI World Minimum Volatility UCITS

Ticker: MVOL ISIN: IE00B8FHGS14
Add to portfolio Portfolio analysis in 2min
ETF
Morningstar
★★★
TER
0.30%
Fund size
$3.32B
Holdings
48
Top 10
13.8%
Issuer
iShares
$78.56 0.11%
Price as of 2026-08-24 · LSE

Performance by timeframe

Rolling returns
1 Month +3.38%
6 Months +3.40%
1 Year +7.60%
5 Years +5.51% p.a.+30.72%
10 Years +7.47% p.a.+105.41%
Since inception +8.64% p.a.+211.25%
Calendar year returns
YTD +6.80%
2025 +11.02%
2024 +11.08%
2023 +7.28%
2022 -9.62%
2021 +14.65%

Key stats

AUM
3.32B
Expense ratio
0.30%
Holdings
48
1Y return
7.60%
Volatility (1Y)
7.95%
52-week range
59.90 - 71.77
Section 1

Fund overview

Fund profile data from fundamentals.

Category Global Large-Cap Blend Equity
Issuer iShares
Domicile UK
Section 2

Exposure breakdown

Exposure breakdown shows how the fund is allocated across assets, sectors, regions, and size buckets.

Asset allocation

Stock US
66.25%
Stock non-US
33.64%
Cash
0.10%
Bond
0.01%

Sectors

Technology
19.48%
Financial Services
16.17%
Healthcare
15.45%
Communication Services
12.41%
Consumer Defensive
11.30%
Industrials
9.26%
Utilities
5.97%
Consumer Cyclicals
5.63%

Regions

North America
70.17%
Europe Developed
14.90%
Japan
10.35%
Asia Developed
2.25%
United Kingdom
1.02%
Africa/Middle East
0.72%
Asia Emerging
0.22%
Latin America
0.19%

Market cap mix

Big
46.84%
Medium
31.74%
Mega
20.16%
Small
0.89%
Section 3

Top holdings

Top holdings show which underlying securities drive the fund most.

T-Mobile US Inc
1.60%
Walmart Inc
1.46%
Republic Services Inc
1.41%
Roper Technologies, Inc.
1.38%
Cisco Systems Inc
1.37%
McKesson Corporation
1.33%
Motorola Solutions Inc
1.27%
Berkshire Hathaway Inc
1.23%
Southern Company
1.16%
Section 4

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

YTD return 6.76%
1M return 3.38%
6M return 3.40%
1Y return 7.60%
3Y return 7.26%
5Y return 30.72%
10Y return 7.51%

Risk

Volatility (1Y) 7.95%
Volatility (3Y) 0.00%
Sharpe ratio (3Y) 0.00
Beta 0.68
52-week range 59.90 - 71.77
Section 5

Portfolio characteristics

Fund concentration and composition metrics from source fields.

Overview

Holdings count 48
Top 10 weight 13.82%
Expense ratio 0.30%
Fund size 3.32B
Turnover 45.62%
Avg. market cap 68.09K

Details

Instrument metadata and source update timestamps.

Symbol MVOL
Name iShares Edge MSCI World Minimum Volatility UCITS
Asset type ETF
Exchange LSE
Currency USD
ISIN IE00B8FHGS14
Country UK
Code + exchange MVOL.LSE
Fundamentals updated 2025-03-07

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