# iShares Edge MSCI World Minimum Volatility UCITS ETF (WMVG)

**Page:** https://fundology.uk/fund/wmvg · ISIN IE00BGPP8L80

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 13/11/2026, WMVG (iShares Edge MSCI World Minimum Volatility UCITS ETF, ISIN IE00BGPP8L80) closed at £8.89 on the London Stock Exchange. Its ongoing charge is 0.35% a year (about £35 on £10,000). Over the five years to 13/11/2026 its total return was +41.0%, or +10.1% after UK CPIH inflation.

## Summary

iShares Edge MSCI World Minimum Volatility UCITS ETF is an exchange-traded fund (ETF) from iShares, launched in 2019. It tracks the MSCI World Minimum Volatility (USD) — about 1,300 large and medium-sized companies in 23 developed countries, around 70% of it in the US. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.35% a year — about £35 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you. It is currency-hedged: it aims to remove most of the effect of exchange-rate moves against the pound.

Latest close: **£8.89** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | WMVG |
| ISIN | IE00BGPP8L80 |
| Category | Global shares |
| Type | ETF |
| Provider | iShares |
| Tracks | MSCI World Minimum Volatility (USD) |
| Income | Accumulating |
| Ongoing charge | 0.35% a year (£35 per £10,000) |
| Fund size | £75.0m |
| Launched | 2019 |
| Domicile | Ireland |
| UK reporting fund status | Yes — on HMRC’s list of reporting funds (list of 02/11/2026); reporting fund since 28/02/2019 |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +12.44% | +8.46% | income reinvested |
| 3 years | +44.43% | +30.48% | income reinvested |
| 5 years | +41.00% | +10.06% | income reinvested |

Returns: as reported (delayed data). Inflation: UK CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of iShares Edge MSCI World Minimum Volatility UCITS ETF in pounds (price, with income reinvested in the fund): 2022 −8.3%, 2023 +7.3%, 2024 +14.8%, 2025 +8.1%; 2026 to 13/11/2026 +12.7%. Returns of iShares Edge MSCI World Minimum Volatility UCITS ETF in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +4.6%; to 30/09/2025: +7.1%; to 30/09/2024: +21.6%; to 30/09/2023: +8.5%; to 30/09/2022: −6.7%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -8.3% | -16.1% | Price |
| 2023 | +7.3% | +3.1% | Price |
| 2024 | +14.8% | +10.9% | Price |
| 2025 | +8.1% | +4.4% | Price |
| 2026 to 13/11/2026 | +12.7% | +9.1% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 8.44% | -4.99% |
| 3 years | 8.31% | -5.22% |
| 5 years | 10.00% | -14.55% |

## Largest fall

Volatility of iShares Edge MSCI World Minimum Volatility UCITS ETF in pounds, annualised from weekly returns to 13/11/2026: 8.4% over 1 year, 8.3% over 3 years, 10.0% over 5 years. Largest fall in the price of iShares Edge MSCI World Minimum Volatility UCITS ETF since November 2021, in pounds: −14.6% from 08/04/2022 to 14/10/2022. The lowest 12-month return of iShares Edge MSCI World Minimum Volatility UCITS ETF in pounds (price, with income reinvested in the fund) since January 2021 was −10.4% (12 months to 21/10/2022); the highest was +25.0% (12 months to 18/10/2024). On 13/11/2026 the price of iShares Edge MSCI World Minimum Volatility UCITS ETF was at its highest weekly close since November 2021, in pounds.

## Charges compared with similar funds

Ongoing charge of iShares Edge MSCI World Minimum Volatility UCITS ETF 0.35% a year. Compared on 14/11/2026, 56 of the 207 other global share funds charge more, 9 the same and 142 less (share classes counted once).

## Funds tracking the same index

4 funds track MSCI World Minimum Volatility (USD), this one included and share classes counted once; their ongoing charges range from 0.25% to 0.35% a year (13/11/2026).

| Fund | Ongoing charge | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| iShares Edge MSCI World Minimum Volatility UCITS ETF (this fund) | 0.35% | +12.4% | +44.4% | +41.0% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged Accum | 0.35% | +4.8% | +32.2% | +28.5% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD | 0.30% | +9.6% | +32.1% | +36.1% |
| Xtrackers MSCI World Minimum Volatility UCITS ETF | 0.25% | +9.7% | +32.3% | +36.4% |

Returns are as reported, in pounds, income reinvested unless marked "(price)".

## Charges & eligibility

- Ongoing charges figure (OCF): **0.35%** per year
- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## What it holds

As of 06/11/2026, WMVG holds 297 positions, according to its published holdings. The largest is Johnson & Johnson at 1.50% of the fund; the ten largest make up 13.4%.

### Top holdings

Largest positions (as of 06/11/2026), as a percentage of the whole fund:

| # | Holding | Ticker | Weight |
|---|---|---|---|
| 1 | Johnson & Johnson | [JNJ](https://fundology.uk/stock/JNJ) | 1.50% |
| 2 | ExxonMobil | [XOM](https://fundology.uk/stock/XOM) | 1.45% |
| 3 | Microsoft | [MSFT](https://fundology.uk/stock/MSFT) | 1.42% |
| 4 | Motorola Solutions | [MSI](https://fundology.uk/stock/MSI) | 1.42% |
| 5 | Duke Energy Corporation (Holding Company) | [DUK](https://fundology.uk/stock/DUK) | 1.41% |
| 6 | Berkshire Hathaway · Class B | [BRK.B](https://fundology.uk/stock/BRK.B) | 1.35% |
| 7 | Southern | [SO](https://fundology.uk/stock/SO) | 1.30% |
| 8 | Novartis | [NOVN](https://fundology.uk/stock/NOVN) | 1.22% |
| 9 | Takeda Pharmaceutical | [4502](https://fundology.uk/stock/4502) | 1.16% |
| 10 | McKesson | [MCK](https://fundology.uk/stock/MCK) | 1.15% |

## Where it invests

Shares of the whole fund. Bonds, cash and positions without a classification are shown as they come, not guessed.

### By sector

As published for the fund, as of 06/11/2026.

| Sector | Weight |
|---|---|
| Information Technology | 23.3% |
| Health Care | 15.0% |
| Financials | 14.4% |
| Consumer Staples | 10.4% |
| Communication Services | 9.3% |
| Industrials | 7.8% |
| Utilities | 7.5% |
| Consumer Discretionary | 5.6% |
| Other sectors | 6.6% |

### By country

As published for the fund, as of 06/11/2026.

| Country | Weight |
|---|---|
| United States | 67.5% |
| Japan | 10.7% |
| Canada | 3.5% |
| Switzerland | 3.0% |
| France | 2.5% |
| United Kingdom | 1.4% |
| Germany | 1.4% |
| Hong Kong | 1.3% |
| Other countries | 8.7% |

### By type of asset

Added up from the fund’s published holdings, as of 06/11/2026.

| Type of asset | Weight |
|---|---|
| Equity | 99.7% |
| Cash and money market | 0.3% |

All 297 holdings: https://fundology.uk/fund/wmvg/holdings

## Questions people ask

**What is the ongoing charge of WMVG?**

The ongoing charge of WMVG is 0.35% a year — about £35 a year on every £10,000 invested, taken from the fund’s value rather than billed to you. Platform and dealing fees are charged separately. Ongoing charge of iShares Edge MSCI World Minimum Volatility UCITS ETF 0.35% a year. Compared on 14/11/2026, 56 of the 207 other global share funds charge more, 9 the same and 142 less (share classes counted once).

**What does WMVG track?**

WMVG tracks the MSCI World Minimum Volatility (USD) — about 1,300 large and medium-sized companies in 23 developed countries, around 70% of it in the US.

**Is WMVG accumulating or distributing?**

WMVG is accumulating: income is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you.

**What is the ISIN of WMVG?**

The ISIN of WMVG is IE00BGPP8L80. An ISIN identifies one exact share class of a fund; WMVG is its ticker on the London Stock Exchange.

**What does WMVG hold?**

As of 06/11/2026, WMVG holds 297 positions, according to its published holdings. The largest is Johnson & Johnson at 1.50% of the fund; the ten largest make up 13.4%. Its ten largest holdings are Johnson & Johnson (1.50%), ExxonMobil (1.45%), Microsoft (1.42%), Motorola Solutions (1.42%), Duke Energy Corporation (Holding Company) (1.41%), Berkshire Hathaway · Class B (1.35%), Southern (1.30%), Novartis (1.22%), Takeda Pharmaceutical (1.16%) and McKesson (1.15%).

**What were WMVG’s returns in each of the last five years?**

Calendar-year returns of WMVG in pounds (price, with income reinvested in the fund): 2022 −8.3%, 2023 +7.3%, 2024 +14.8%, 2025 +8.1%; 2026 to 13/11/2026 +12.7%. Past performance is not a guide to future returns.

**How has WMVG done after inflation?**

Over the five years to 13/11/2026 WMVG’s total return was +41.0%, or +10.1% after UK CPIH inflation. Past performance is not a guide to future returns.

## Fund documents

- [Fund page at iShares](https://www.ishares.com/uk/individual/en/products/307500/ishares-edge-msci-world-minimum-volatility-ucits-etf)
- [Key investor information document (KIID)](https://www.ishares.com/gls-download/literature/kiid/ucits_kiid-ishares-edge-msci-world-minimum-volatility-ucits-etf-gbp-hedged-acc-gb-ie00bgpp8l80-en.pdf)
- [Factsheet](https://www.ishares.com/gls-download/literature/fact-sheet/wmvg-ishares-edge-msci-world-minimum-volatility-ucits-etf-fund-fact-sheet-en-gb.pdf)
- Links checked 12/10/2026.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.