iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF USD (Acc)

The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund's assets, which reflects the return of the MSCI USA Minimum Volatility ESG Reduced Carbon Target Index, (the Index). The Fund, is passively managed and invests in equity securities (e.g. shares) that, so far as possible and practicable, make up the Index. The 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, carbon reduction exposure constraints and ESG score improvement constraints relative to the Parent Index, and which comply with the index provider's environmental, social and governance (ESG) criteria. The volatility profile of each constituent is assessed based on estimates of the risk profile and expected volatility, and the correlation between all constituents in the Parent Index. The Index excludes companies from the Parent Index based on the index provider's ESG criteria as outlined in the Fund's prospectus. 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. The Fund uses optimising techniques to achieve a similar return to the Index. These techniques may include the strategic selection of certain securities that make up the Index or other securities which provide similar performance to certain constituent securities. These may also include the use of financial derivative instruments (FDIs) (i.e. investments the prices of which are based on one or more underlying assets). FDIs may be used for direct investment purposes. The Fund adopts a best-in-class approach to sustainable investing, meaning it is expected to invest in the best issuers from an ESG perspective (based on the ESG criteria of the Index) within each relevant sector of acti

Physical replication

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No