Minimum Volatility Products

The truth is that volatility is a market reality. While we continue to navigate through unprecedented times one question remains top of mind - how can I participate in potential market upside but minimize the impact of continued volatility on my assets? Introducing the new iShares Minimum Volatility line-up.

What are Minimum Volatility Funds?

The new iShares Minimum Volatility suite of funds are designed with current market conditions in mind. They provide a new approach to equity investing by constructing portfolios that are optimized within a specific set of constraints. In other words, they seek to reduce portfolio risk by employing a series of constraints. The imposition of these constraints is intended to help reduce risk while, at the same time, capturing broad equity market exposure without significant bias in countries, sectors and styles.

What are the benefits of using Minimum Volatility Funds?


Low portfolio beta Downside protection Diversify across asset class, sector and style

Beta helps measure how a portfolio reacts to movements in the market.

Historically, Minimum Volatility products generally exhibit low portfolio beta, in the order of 0.7 to 0.8, relative to a capitalization weighted market index.

 Minimum Volatility products generally have approximately 20% to 30% less portfolio volatility than the capitalization weighted market index. Minimum volatility products capture broad equity market exposure without significant bias in countries, sectors and styles.
Related Funds
XMV iShares MSCI Canada Minimum Volatility Index Fund
XMU iShares MSCI USA Minimum Volatility Index Fund
XMI iShares MSCI EAFE Minimum Volatility Index Fund
XMM iShares MSCI Emerging Markets Minimum Volatility Index Fund
XMW iShares MSCI All Country World Minimum Volatility Index Fund