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The investment objective of the Fund is to track the equity market performance of large US companies that have historically exhibited low volatility characteristics. The Fund seeks to track the performance of the S&P 500 Low Volatility Index as closely as possible. The Index measures the performance of the 100 least volatile stocks within the S&P 500 Index. The Fund invests primarily in securities included in the Index, which include US large-cap stocks, and uses a replication strategy to hold the securities with approximate weightings as in the Index.
View fundThe investment objective of the Fund is to track the equity market performance of large US stocks that have historically exhibited low volatility characteristics. The Fund seeks to track the performance of the S&P 500 Low Volatility Index as closely as possible. The Index measures the performance of the 100 least volatile stocks within the S&P 500 Index. The Fund invests primarily in securities included in the Index and uses a replication strategy to create a near mirror-image of the Index, with the approximate weightings of the Index. The Fund may use financial derivative instruments to manage the portfolio efficiently.
View fundKey takeaways
The ETFs track the same security, and so are effectively the same fund. £USLV trades in pounds (£) and $LOWV trades in US dollars ($); both are listed on the London Stock Exchange.
Fund highlights
Fund name | SPDR S&P 500 Low Volatility | SPDR S&P 500 Low Volatility |
|---|---|---|
USD | GBP | |
USD | USD | |
| Accumulating | Accumulating | |
Fund size | $113M | £84M |
| 0.31 | 0.35 | |
Last price | $85.87 | £64.29 |
| 0.35% | 0.35% | |
Fund manager | SPDR ETFs | SPDR ETFs |
Benchmark | S&P 500 Low Volatility | S&P 500 Low Volatility |
Risk | ||
Ticker | $LOWV | £USLV |
Primary listing | LSE | LSE |
Documents |
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
Sector exposure
ChartTable
$LOWV
£USLV
Top holdings
Berkshire Hathaway
1.46%
WEC Energy
1.30%
Duke Energy
1.28%
Evergy
1.27%
FirstEnergy
1.25%
Atmos Energy
1.25%
Pinnacle West
1.24%
Regency Centers Corporation
1.23%
CenterPoint Energy
1.23%
Other
88.50%
Berkshire Hathaway
1.46%
WEC Energy
1.30%
Duke Energy
1.28%
Evergy
1.27%
FirstEnergy
1.25%
Atmos Energy
1.25%
Pinnacle West
1.24%
Regency Centers Corporation
1.23%
CenterPoint Energy
1.23%
Other
88.50%
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