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THEME INDICES

STOXX Global Lithium and Battery Producers

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Index Description

The STOXX Global Lithium and Battery Producers Index is comprised of companies with high exposure to the lithium industry through lithium miners, compounds manufacturers and lithium battery producers. These companies, or components of their business lines, are expected to benefit from the global trend towards electric vehicles (EVs) and renewable energy storage, which, in the future, may have a substantial impact on their performance. STOXX uses FactSet’s Revere (RBICS) granular data for a detailed breakdown of the revenue sources of the eligible companies, to select those most exposed to the themes. Additionally, EconSight’s patent data are used to identify innovators in emerging technologies. Companies that are non-compliant with the Global Standards Screening (GSS) or display a Severe (Category 5) Controversy Rating, as identified by Sustainalytics, are excluded.

Key facts

  • Index provides targeted exposure to companies with high exposure to the lithium industry through lithium miners, compounds manufacturers and lithium battery producers.
  • Liquidity and size filters ensure replicability of the index.
  • FactSet Revere data allow detailed and accurate revenue breakdown of eligible companies.
  • EconSight's patent data facilitate identification of innovators in emerging technologies.
  • Sustainalytics data aim to identify and exclude companies that are non-compliant with the Global Standards Screening (GSS) or display a Severe (Category 5) Controversy Rating.

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 Lithium and Battery Producers N/A 985.2 16.7 4.7 98.6 0.3 10.0 0.0 30.7
STOXX World AC All Cap 106,985.7 81,314.0 5.6 0.4 3,163.8 0.0 3.9 0.0 3.2

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 Lithium and Battery Producers -2.6 -14.1 -5.8 -33.7 95.0 N/A N/A -5.8 -12.8 14.2
STOXX World AC All Cap 0.4 17.5 29.4 23.5 73.2 N/A N/A 29.2 7.3 11.6
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Global Lithium and Battery Producers N/A N/A 23.0 24.9 28.2 N/A N/A -0.4 -0.6 0.4
STOXX World AC All Cap N/A N/A 10.7 13.5 16.7 N/A N/A 2.2 0.4 0.6
Index to benchmark Correlation Tracking error (%)
STOXX Global Lithium and Battery Producers 0.1 0.6 0.6 0.6 0.6 20.8 18.8 19.1 20.0 21.8
Index to benchmark Beta Annualized information ratio
STOXX Global Lithium and Battery Producers 0.2 1.2 1.2 1.1 1.1 -1.7 -2.0 -1.6 -1.0 0.1

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

2Based on EURIBOR1M

(EUR, Gross Return), all data as of October 31, 2024

THEME INDICES

STOXX Global Lithium and Battery Producers

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 Lithium and Battery Producers 12.8 47.6 10.8 10.8 1.4 1.2 1.0 0.9
STOXX World AC All Cap -0.7 20.0 20.4 20.4 3.0 2.5 1.8 17.6

Performance and annual returns

Methodology

The STOXX Global Lithium and Battery Producers Index is comprised of companies with high exposure to the lithium industry through lithium miners, compounds manufacturers and lithium battery producers.
STOXX uses FactSet’s Revere (RBICS) granular data for a detailed breakdown of the revenue sources of the eligible companies, to select those most exposed to the themes. Additionally, EconSight’s patent data are used to identify innovators in emerging technologies.
Companies that are non-compliant with the Global Standards Screening (GSS) or display a Severe (Category 5) Controversy Rating, as identified by Sustainalytics, are excluded.
The index is price-weighted with weighting factors based on free-float market capitalization with group and individual capping, and its composition is reviewed annually in September.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Gross Return EUR CH1213357226 STXLIBGR .STXLIBGR
Net Return EUR CH1213357218 STXLIBR .STXLIBR
Price EUR CH1213357200 STXLIBP .STXLIBP
Net Return USD CH1213357242 STXLIBV STXLIBV INDEX .STXLIBV
Gross Return USD CH1213357259 STXLIBZ STXLIBZ INDEX .STXLIBZ
Price USD CH1213357234 STXLIBL STXLIBL INDEX .STXLIBL

Quick Facts

Weighting Price weighted
Cap Factor N/A
No. of components Variable
Review frequency Annually
Calculation/distribution Realtime 15 sec
Calculation hours 00:00:00 22:15:00
Base value/base date 1000 as of September. 18, 2017
History Available from Sep. 18, 2017
Inception date August. 29,2023
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
ALBEMARLE Chemicals USA 10.007%
CONTEMPORARY AMPEREX TEC (CCS) Industrial Goods and Services China 8.985%
TDK Corp. Industrial Goods and Services Japan 8.831%
Arcadium Lithium plc Chemicals USA 5.708%
PILBARA MINERALS Basic Resources Australia 5.218%
POSCO FUTURE M Basic Resources South Korea 4.998%
SONY GROUP CORP. Consumer Products and Services Japan 4.492%
LG ENERGY SOLUTION Industrial Goods and Services South Korea 4.463%
LG Chem Ltd Industrial Goods and Services South Korea 4.435%
MINERAL RESOURCES Basic Resources Australia 4.423%

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

4Based on the composition as of October 31, 2024

THEME INDICES

STOXX Global Lithium and Battery Producers

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.