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THEME INDICES

STOXX Global Junior Gold Miners

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Index Description

The STOXX Global Junior Gold Miners Index is comprised of small cap companies with significant exposure to the gold mining industry through direct revenue. Revere (RBICS) Focus and Revenue datasets allow detailed breakdown of the revenue sources of the eligible companies, helping this index to select companies with substantial exposure to the gold mining industry.

Key facts

  • Index provides targeted exposure to companies that stand to benefit from advancements in the gold mining industry.
  • Liquidity filters ensure replicability of the index.
  • FactSet Revere data allow detailed and accurate revenue breakdown of eligible companies.

Descriptive Statistics

Index Market Cap (EUR bn) Components (EUR bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
STOXX Global Junior Gold Miners N/A 939.0 18.1 14.6 94.1 0.8 10.0 0.1 42.1
STOXX World AC Small Cap 14,801.0 10,189.5 0.9 0.2 75.7 0.0 0.7 0.0 14.9

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
STOXX Global Junior Gold Miners -3.3 37.6 34.4 39.9 60.3 N/A N/A 34.4 11.8 9.9
STOXX World AC Small Cap 9.2 20.7 29.6 18.1 55.1 N/A N/A 29.6 5.7 9.1
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Global Junior Gold Miners N/A N/A 27.4 29.5 33.2 N/A N/A 0.9 0.3 0.2
STOXX World AC Small Cap N/A N/A 13.2 15.4 18.5 N/A N/A 1.7 0.2 0.4
Index to benchmark Correlation Tracking error (%)
STOXX Global Junior Gold Miners 0.0 0.4 0.4 0.3 0.4 31.8 25.4 25.1 28.1 31.4
Index to benchmark Beta Annualized information ratio
STOXX Global Junior Gold Miners 0.0 0.8 0.9 0.7 0.7 -4.8 0.5 0.1 0.2 -0.1

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

2Based on EURIBOR1M

(EUR, Net Return), all data as of November 29, 2024

THEME INDICES

STOXX Global Junior Gold Miners

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
STOXX Global Junior Gold Miners 58.0 15.3 16.8 16.8 1.7 1.1 3.5 -1.8
STOXX World AC Small Cap -0.1 22.5 8.4 8.4 2.0 2.0 1.1 5.7

Performance and annual returns

Methodology

The parent index of the STOXX Global Junior Gold Miners Index Index is the STOXX World AC Small Cap Index.
A set of liquidity screens are applied on the STOXX Global Junior Gold Miners Index to capture liquid companies from eligible countries. The STOXX Global Junior Gold Miners Index selects companies that generate 50% or more revenues within the sectors associated with the gold mining theme. Companies with RBICS Focus classification from one of the associated sectors are also selected.
The index is price-weighted with weighting factors based on free-float market capitalization with high exposure and concentration capping and its composition is reviewed annually in September.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Price EUR CH1265416292 STXGOLDP .STXGOLDP
Net Return EUR CH1265416409 STXGOLDR .STXGOLDR
Gross Return EUR CH1265416243 STXGOLDG .STXGOLDG
Net Return USD CH1265416375 STXGOLDV STXGOLDV INDEX .STXGOLDV
Price USD CH1265416318 STXGOLDL .STXGOLDL
Gross Return USD CH1265416342 STXGOLDZ .STXGOLDZ

Quick Facts

Weighting Price weighted with a weighting factor and capping factor
Cap Factor 0.1
No. of components Variable
Review frequency Annual - Sep
Calculation/distribution Realtime 15 sec
Calculation hours 00:00:00 22:15:00
Base value/base date 1000 as of Sep. 18, 2017
History Available from Sep. 18, 2017
Inception date June. 26, 2023
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
ROYAL GOLD Basic Resources USA 10.016%
PAN AMER.SILV. (NYSE) Basic Resources Canada 8.307%
ENDEAVOUR MINING Basic Resources Canada 4.149%
B2GOLD Basic Resources Canada 3.968%
OSISKO GOLD ROYALTIES Basic Resources Canada 3.765%
HECLA MINING Basic Resources USA 3.621%
Eldorado Gold Corp. Basic Resources Canada 3.408%
IAMGOLD Corp. Basic Resources Canada 3.270%
COEUR MINING Basic Resources USA 2.687%
PERSEUS MINING Basic Resources Australia 2.465%

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

4Based on the composition as of November 29, 2024

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.