WVOL
🇦🇺 ASX
NULL GLOBAL
NULL SMART BETA
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👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
N/A
Annual Growth
5 years average annual capital growth
💰
2.72%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
3
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses.
📈 Performance
Price History
+45.20%
1M
All Time
Graph
Table
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Try it out →📙 Top Holdings
Show more
FRANCO NEVADA CORP
1.03%
ROCHE HOLDING PAR AG
0.97%
Updated as of 13 May 2023
Industry Exposure
🩺 Health
16%
🤖 Information
14%
🛍️ Consumer
14%
📞 Communication
11%
🏭 Industrials
9%
🧱 Materials
9%
🏦 Financials
9%
⚡️ Utilities
7%
📙 Other
7%
🏡 Real Estate
2%
🔋 Energy
2%
Country Exposure
🇺🇸 United States of America (the)
58%
🇯🇵 Japan
12%
🇦🇺 Australia
7%
🇨🇭 Switzerland
5%
🇨🇦 Canada
4%
🇭🇰 Hong Kong
2%
🇬🇧 United Kingdom of Great Britain and Northern Ireland (the)
2%
🇮🇪 Ireland
2%
🇫🇷 France
1%
🇸🇬 Singapore
1%
🇳🇱 Netherlands (the)
1%
🇩🇪 Germany
1%
🇧🇪 Belgium
1%
🇪🇸 Spain
1%
🇫🇮 Finland
1%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
2.72%
💰 Annual Distribution Earnings Per $1,000 invested**
$27.21
💰 Most Recent Distribution Franked Percentage Estimate
14.87%
💰 Average Distribution Franked Percentage Estimate
9.65 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.00
0.00%
2024
$0.00
0.00%
2023
$0.00
0.00%
2022
$0.92
14.87%
2021
$0.65
17.42%
2020
$0.74
7.69%
2019
$0.81
9.85%
2018
$1.31
14.01%
2017
$0.40
8.62%
2016
$0.00
0.00%
💵 Costs
💼
0.30%
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
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💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$36.30
💰 Price To Earnings Ratio
17.61
💰 Price To Book Ratio
2.58
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in WVOL
3
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in WVOL
712 days
WVOL investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
40%
Less than 50k
60%
👶 Age of investors
18 - 25
26 - 34
100%
35 - 90
🙋 Legal gender of investors
Female
67%
Male
33%
Pearlers who invest in WVOL also invest in...
📊 Share price
$27.56 AUD
NULL AUSTRALIA
NULL SMART BETA
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NULL RESOURCES
IVV.AX was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.
📊 Share price
$43.11 AUD
NULL US
NULL EX AUSTRALIA
NULL BETA
FAIR.AX was created on 2017-11-27 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that includes Australian companies that have passed screens to exclude companies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.
📊 Share price
$18.55 AUD
NULL AUSTRALIA
NULL NEW ZEALAND
NULL ETHICAL
NULL THEMATIC
NULL SUSTAINABLE
IEM.AX was created on 2003-04-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets.
📊 Share price
$59.54 AUD
NULL EX US
NULL EX JAPAN
NULL EX AUSTRALIA
NULL EMERGING
NULL BETA
ESGI.AX was created on 2018-03-06 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.
📊 Share price
$29.97 AUD
NULL GLOBAL
NULL SMART BETA
NULL ETHICAL
NULL THEMATIC
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