Lyxor FTSE Europe Minimum Var ETF C EUR GBP (LSE:MVEX) - ETF price - Overview

ETF Report

Lyxor FTSE Europe Minimum Variance UCITS ETF - C-EUR (GBP) MVEX

Closing Price
GBX9,775.00

1 Day Change
0.00|0.00%

As of 13/12/2017

Last Close9,775.00
52-Wk Range8,269.00 - 9,903.00
Yield %-
ISINLU1237527160
Volume200,000
Discount % %-0.13

Growth Of 10,000 (GBP) 30/11/2017

HowHasThisSecurityPerformed
20132014201520162017
Fund---18.4015.35
Category---15.4212.93
Benchmark---18.8012.86
  • Fund: Lyxor FTSE Europe Minimum Variance UCITS ETF - C-EUR (GBP)
  • Category: Europe Large-Cap Blend Equity
  • Benchmark: MSCI Europe NR EUR
Trailing Returns % (GBP) 13/12/2017
FundCatBmark
YTD16.0013.7614.09
3 Years Annualised---
5 Years Annualised---
10 Years Annualised---
Key Stats
Morningstar® CategoryEurope Large-Cap Blend Equity
ISINLU1237527160
NAV 13/12/2017GBX 9,775.00
Day Change0.00%
12 Month Yield-
Dividend Frequency-
Net Assets (mil)-
Total Expense Ratio0.20%
Initial Charge-
Exit Charge-
Manager Name-
Inception Date01/06/2015

Morningstar Rating™

Not Rated

Morningstar SRRI

Lower Risk
Higher Risk
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially Lower ReturnsPotentially Higher Returns
Source: Morningstar

Benchmarks

Fund Benchmark

FTSE Developed Europe Minimum Var NR EUR

Morningstar® Benchmark

MSCI Europe NR EUR

Investment Objective

The Lyxor FTSE Europe Minimum Variance UCITS ETF is a UCITS compliant exchange traded fund that aims to track the FTSE Developed Europe Minimum Variance Net Tax Index. The FTSE Developed Europe Minimum Variance Net Tax Index seeks to provide exposure to developed European large and mid caps with reduced risk. The strategy aims to achieve this by selecting stocks with low correlation with one another. Stock selection is subject to strict diversification rules to avoid excessive concentration risk. Lyxor ETFs are efficient investment vehicles listed on exchange that offer transparent, liquid and low-cost exposure to the underlying benchmark index.

Portfolio Profile-

Morningstar Style Box®

Equity Style

Large, Mid, SmallSize
Value, Blend, Growth
Style
Asset Allocation %
LongShortNet
Top Stock Regions
Region%
Top Stock Sectors
StockSector%
AJ Bell includes AJ Bell Holdings Limited and its wholly owned subsidiaries. AJ Bell Management Limited and AJ Bell Securities Limited are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2017 Morningstar. All rights reserved.