Global exchange-traded fund - ISHARES VI PLC ISHARES MSCI EUROPE MIN VOLATILITY
ISH EUR MIN VOL increases 0.8% on low volume 19 January, 2018
NEWS BITES - ETF
iShares MSCI Europe Minimum Volatility UCITS ETF (L:IMV), the 34th largest Exchange Traded Fund by market cap in the United Kingdom, has increased GBX28.25 (or 0.8%) from its last trading session of January 18, 2018 to close at GBX3,667.75., ending a three-day streak of losses.
ISH EUR MIN VOL BULLISH SIGNALS
+ The Moving Average Convergence Divergence (MACD) indicator of 12-day Exponential Moving Average (EMA) of 3,662.86 minus the 26-day EMA of 3,652.82 is positive 10.04 suggesting a bullish signal. Both EMA prices are rising, another bullish signal.
+ The present value of GBP1,000 (PV1000) invested one year ago in ISH EUR MIN VOL is GBP1,141, for a capital gain of GBP141.
|Morgan Stanley Capital International World Index [MSCI World]||1,000||1,000||1,186|
+ The present value of GBP1,000 (PV1000) invested five years ago in ISH EUR MIN VOL is GBP1,734, for a capital gain of GBP734.
+ 5 years Multiplier in GBP = 1.734x
+ Compound Annual Growth Rate (CAGR) in GBP = 11.6%
Present Value of USD1,000 invested 5 years ago:
+ The present value of USD1,000 (PV1000) invested five years ago in ISH EUR MIN VOL is $US1,508, for a capital gain of $US508.
+ 5 years ago GBP 1 equalled USD 1.6
+ 5 years Multiplier in USD = 1.508x
+ Compound Annual Growth Rate (CAGR) in USD = 8.6%
1.2 High Performance Indicator:
|Description||Value||Rank In Market|
|Price Change %||0.8||In Top Quartile|
ISH EUR MIN VOL BEARISH SIGNALS
+ The price decreased 0.1% in the last week.
+ The 1.9% discount to 12-month high of GBX3,740.0 against the 16.2% premium to 12-month low of GBX3,156.50 suggests the climb might be peaking.
PRICE VOLUME DYNAMICS
Year-on-Year Comparison (Trailing year - ended 29 Dec)
In the past 5 years, IMV has jumped 53.4% from 2,377.5 to 3,647.5, an average annual compound rise of 8.9%.
|% Price Change||19.7||5.9||8.9||11.2|
|Avg Daily Volume||19,140||26,321||27,496||2,148||4,118|
|Turnover Period||2 yrs 8 mo||2 yrs 3 mo||2 yrs 3 d||16 yrs 7 mo||4 yrs 4 mo|
|Price Range||3,156.5 - 3,740||2,574 - 3,047||2,574 - 2,923.5||2,360 - 2,680.5||2,039 - 2,443.5|
In the past 4 years average daily volume has jumped 364.8% from 4,118 units to 19,140 units. Turnover period has decreased from 4 years 4 months to 2 years 8 months.
4.1 Global Rank out of 5,647 ETFs
The present value of $US1,000 invested a year ago is $US1,281, ranking it 1178 out of 5,647 ETFs. Its 6-month relative strength (or price percentile rank) in USD is 23.
|Net Assets (US$)||1.5B||459||Top|
|Rel Strength 6 Mo (US$)||23||4345||Bottom|
|PV$1000 (1Year) US$*||1,281||1178||Top|
* 1 year ago GBP 1 equalled USD 1.24
Jan 19, 2018: GBP 1 equals USD 1.3909
4.2 Rank in the Total United Kingdom ETF Market [out of 561 ETFs]
|Rel Strength 6 Mon (GBP)||72||159|
iShares MSCI Europe Minimum Volatility UCITS ETF is an open-end, UCITS compliant exchange traded fund incorporated in Ireland. The Fund aims to track the performance of the MSCI Europe Minimum Volatility Index. The fund reinvests income received back into the fund.
iShares MSCI Europe Minimum Volatility UCITS ETF (L:IMV)
|Inception Date||December 03, 2012|
|Expense Ratio||0.2% of average net assets|
|Asset Class||Equity ETF|
5.3 Management Fees
+ The management fee is 0.25% of total assets
TOP HOLDINGS & PORTFOLIO ALLOCATION
6.1 Top Holdings (November 15, 2017)
|Kuehne und Nagel International AG||1.6|
|British American Tobacco PLC||1.5|
6.2 Sector Breakdown (November 15, 2017)