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LU2083965363

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Analysis and statistics

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About

LU2083965363 is the ISIN (International Securities Identification Number) for a fund offered within the EU. Specifically, it identifies an iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc). This is an Exchange Traded Fund (ETF) that aims to track the performance of an index composed of developed world stocks, selected and weighted to minimize overall portfolio volatility. The "USD (Acc)" indicates the fund's base currency is US dollars and it is an accumulating share class, meaning dividends are reinvested into the fund rather than distributed to investors. The UCITS designation means it complies with the Undertakings for Collective Investment in Transferable Securities Directive, a regulatory framework that standardizes and regulates investment funds within the European Union.
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Factors

Fund Performance: How the underlying assets perform directly impacts the fund's NAV and price.

Market Conditions: Broad economic trends, industry performance, and investor sentiment influence asset valuations.

Interest Rates: Changes in interest rates can affect bond yields and overall market valuations, influencing fund prices.

Inflation: Inflation erodes purchasing power and can impact corporate earnings and asset values, affecting fund performance.

Fund Flows: Large inflows can drive up the fund's price, while outflows can pressure it downward, especially in illiquid markets.

Management Fees: Higher fees detract from returns, potentially impacting the fund's relative performance and price.

Currency Fluctuations: For funds with international holdings, exchange rate changes can significantly impact returns and NAV.

Regulatory Changes: New laws or regulations in the fund's operating jurisdiction or investment regions can alter its profitability.

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