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THEME INDICES

STOXX Global Junior Gold Miners

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 (USD bn) Components (USD bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
STOXX Global Junior Gold Miners N/A 1,206.5 26.2 23.0 120.0 1.7 9.9 0.1 30.0
STOXX World AC Small Cap 12,222.1 9,526.8 0.9 0.3 28.1 0.0 0.3 0.0 13.4

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 9.5 16.7 20.4 -3.3 75.2 N/A N/A 20.4 -1.1 11.8
STOXX World AC Small Cap 4.0 4.2 19.3 -2.9 47.5 N/A N/A 19.3 -1.0 8.1
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Global Junior Gold Miners N/A N/A 28.1 31.5 34.9 N/A N/A 0.5 -0.1 0.3
STOXX World AC Small Cap N/A N/A 13.3 16.6 19.2 N/A N/A 1.0 -0.1 0.4
Index to benchmark Correlation Tracking error (%)
STOXX Global Junior Gold Miners 0.5 0.5 0.6 0.5 0.4 21.6 23.6 23.5 27.7 31.6
Index to benchmark Beta Annualized information ratio
STOXX Global Junior Gold Miners 1.3 1.3 1.2 0.9 0.8 2.7 1.2 0.1 0.0 0.0

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

2Based on EURIBOR1M

(USD, Net Return), all data as of May 31, 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 43.6 15.7 16.6 16.6 1.5 1.1 2.7 -1.7
STOXX World AC Small Cap -0.1 18.6 15.3 15.3 1.7 1.9 1.0 12.5

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

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.

THEME INDICES

STOXX Global Junior Gold Miners

Top 10 Components4

Company Supersector Country Weight
ALAMOS GOLD Basic Resources Canada 9.943%
B2GOLD Basic Resources Canada 5.496%
HECLA MINING Basic Resources USA 5.463%
HARMONY GOLD MNG. Basic Resources South Africa 5.109%
Eldorado Gold Corp. Basic Resources Canada 4.928%
COEUR MINING Basic Resources USA 3.301%
PERSEUS MINING Basic Resources Australia 3.221%
FORTUNA SILVER MINES Basic Resources Canada 2.882%
IAMGOLD Corp. Basic Resources Canada 2.840%
CENTAMIN Basic Resources UK 2.640%

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

4Based on the composition as of May 31, 2024