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THEME INDICES

iSTOXX MUTB Europe Luxury 10

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Index Description

The iSTOXX MUTB Europe Luxury 10 Index aims to select 10 companies that are positively exposed to European luxury goods. This includes companies involved in luxury/fashion accessories, cosmetics/ other care products and high-class vehicles. Revere (RBICS) data allow for a detailed breakdown of the revenue sources of the eligible companies, helping this index to select companies with substantial exposure.

Key facts

  • Index allows targeted investment in the European luxury industry.
  • ICB Classification ensures an accurate classification of companies in their respective business environments.
  • FactSet Revere data allows detailed and accurate revenue breakdown of eligible companies.
  • Index is free float market cap weighted considering a luxury multiplier and a 20% weighting cap factor per constituent.

Descriptive Statistics

Index Market Cap (JPY bn) Components (JPY bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
iSTOXX MUTB Europe Luxury 10 N/A 1,681,287.0 168,128.7 159,750.9 400,841.9 12,796.0 23.8 0.8 N/A
STOXX Europe 600 2,649,860.1 2,118,054.0 3,530.1 1,228.0 64,291.9 250.2 3.0 0.0 3.1

Supersector weighting (top 10)

Country weighting

Risk and return figures1

Index returns Return (%) Annualized return (%)
Last month YTD 1Y 3Y 5Y Last month YTD 1Y 3Y 5Y
iSTOXX MUTB Europe Luxury 10 8.3 17.6 22.7 76.3 221.9 N/A N/A 22.7 20.7 26.3
STOXX Europe 600 5.1 26.9 25.7 85.3 185.0 N/A N/A 26.2 23.1 23.6
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
iSTOXX MUTB Europe Luxury 10 N/A N/A 26.4 25.7 27.6 N/A N/A 0.6 0.6 0.8
STOXX Europe 600 N/A N/A 17.7 17.0 18.8 N/A N/A 1.1 1.1 1.0
Index to benchmark Correlation Tracking error (%)
iSTOXX MUTB Europe Luxury 10 0.5 0.7 0.7 0.8 0.8 29.7 19.2 18.8 16.6 16.5
Index to benchmark Beta Annualized information ratio
iSTOXX MUTB Europe Luxury 10 1.2 1.1 1.1 1.2 1.2 1.2 -0.5 -0.2 -0.1 0.2

1For information on data calculation, please refer to STOXX calculation reference guide

2Based on EURIBOR1M

(JPY, Gross Return), all data as of October 31, 2025

THEME INDICES

iSTOXX MUTB Europe Luxury 10

Fundamentals

Index Price/earnings incl. negative Price/earnings excl. negative Price/book Dividend yield (%)3 Price/sales Price/cash flow
Trailing Projected Trailing Projected Trailing Trailing Trailing
iSTOXX MUTB Europe Luxury 10 28.7 35.6 28.7 35.6 5.2 1.7 4.7 36.8
STOXX Europe 600 19.3 15.9 17.0 15.7 2.2 3.8 1.5 1.8

Performance and annual returns

Methodology

The iSTOXX MUTB Europe Luxury 10 Index is defined by securities included in the STOXX Europe Total Market Index. All securities in the universe are screened for:
i.3-month Median Daily Traded Volume (MDTV) in USD
ii.3-month and 12-month historical volatility in USD
iii.Free-float market capitalization in USD
iv.ICB classification: stocks classified as belonging to the eligible ICB list
v.Revenue information, as captured by Revere’s detailed industry classification system (RBICS)
Composition list: The highest 10 constituents on the selection list based on free-float market capitalization multiplied by aggregate exposure are selected for final index composition.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Price EUR CH1362051950 BKXELP .BKXELP
Net Return EUR CH1362051968 BKXELR .BKXELR
Gross Return EUR CH1362051976 BKXELGR .BKXELGR
Net Return JPY CH1362051802 BKXELLP BKXELLP INDEX .BKXELLP
Gross Return JPY CH1362051810 BKXELGLP .BKXELGLP
Price JPY CH1362051794 BKXELJP BKXELJP INDEX .BKXELJP
Net Return USD CH1362051992 BKXELV .BKXELV
Gross Return USD CH1362052008 BKXELGV .BKXELGV
Price USD CH1362051984 BKXELL .BKXELL

Quick Facts

Weighting Price weighted
Cap Factor 0.2
No. of components 10
Review frequency Annually
Calculation/distribution Realtime 15 sec
Calculation hours 00:00:00 22:30:00
Base value/base date 1000 as of June 20, 2016
History Available from June 20, 2016
Inception date October. 23, 2025
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

Top 10 Components4

Company Supersector Country Weight
LVMH MOET HENNESSY Consumer Products and Services France 23.841%
CIE FINANCIERE RICHEMONT Consumer Products and Services Switzerland 19.048%
HERMES INTERNATIONAL Consumer Products and Services France 16.807%
ESSILORLUXOTTICA Healthcare France 14.612%
FERRARI Automobiles and Parts Italy 12.515%
Kering Consumer Products and Services France 6.489%
MONCLER Consumer Products and Services Italy 3.518%
BURBERRY Consumer Products and Services UK 1.523%
BRUNELLO CUCINELLI Consumer Products and Services Italy 0.886%
CHRISTIAN DIOR Consumer Products and Services France 0.761%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of October 31, 2025

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.