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THEME INDICES

STOXX Global Lithium Universe

Index Description

The STOXX Global Lithium Universe index is comprised of companies with exposure to the lithium mining industry. The exposure screening uses Revere (RBICS) Focus and Revenue datasets that allow detailed breakdown of the revenue sources of the eligible companies.

Key facts

  • Index provides exposure to the lithium mining industry
  • Based on Factset Revere (RBICS) Focus and Revenue data sets
  • Weighted by free-float market cap

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 Universe 303.7 204.8 1.7 0.4 55.1 0.0 26.9 0.0 19.0
STOXX World AC All Cap 88,263.2 74,182.1 6.0 0.5 2,840.9 0.0 3.8 0.0 4.4

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 Lithium Universe 10.7 -7.6 -35.1 N/A N/A N/A N/A -35.0 N/A N/A
STOXX World AC All Cap 4.6 6.7 19.8 33.8 72.6 N/A N/A 19.7 10.1 11.5
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Global Lithium Universe N/A N/A 23.4 24.0 24.0 N/A N/A -2.2 -1.9 -1.9
STOXX World AC All Cap N/A N/A 10.2 13.2 16.6 N/A N/A 1.3 0.6 0.6
Index to benchmark Correlation Tracking error (%)
STOXX Global Lithium Universe 0.1 0.3 0.4 0.3 0.3 27.3 26.1 21.7 23.8 23.8
Index to benchmark Beta Annualized information ratio
STOXX Global Lithium Universe 0.4 0.8 0.9 0.4 0.3 2.5 -3.3 -2.8 -2.2 -2.2

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

2Based on EURIBOR1M

(EUR, Gross Return), all data as of February 29, 2024

THEME INDICES

STOXX Global Lithium Universe

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 Universe 13.6 17.4 12.3 12.3 2.2 1.1 1.3 -101.4
STOXX World AC All Cap 22.6 17.2 19.1 19.1 2.8 2.6 1.7 27.6

Performance and annual returns

Methodology

The parent index of the STOXX Global Lithium Universe Index is the STOXX World AC All Cap. A set of country, size and liquidity screens are applied on the STOXX Global Lithium Universe Index to capture liquid companies from developed and emerging countries.
The selected stocks are further limited to those that have one of the following characteristics: RBICS L6 Focus of Lithium Ore Mining; RBICS L6 Focus of Lithium Compounds Manufacturing; revenue exposure from RBICS L6 subindustries of Lithium Ore Mining or Lithium Compounds Manufacturing greater or equal to 0.
The index is weighted by free-float market capitalization.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Price EUR CH1213354660 STXLITHP .STXLITHP
Gross Return EUR CH1213354678 STXLITHG .STXLITHG
Net Return EUR CH1213354686 STXLITHR .STXLITHR
Price USD CH1213354819 STXLITHL .STXLITHL
Gross Return USD CH1213354827 STXLITHZ .STXLITHZ
Net Return USD CH1213354835 STXLITHV .STXLITHV

Quick Facts

Weighting Free-Float Market Capitalization
Cap Factor N/A
No. of components Variable
Review frequency Annually
Calculation/distribution Realtime 15 sec
Calculation hours 00:00:00 22:15:01
Base value/base date 1000 as of September. 19, 2022
History Available from Sep. 19, 2022
Inception date February. 14, 2023
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

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.

THEME INDICES

STOXX Global Lithium Universe

Top 10 Components4

Company Supersector Country Weight
CONTEMPORARY AMPEREX TEC (CCS) Industrial Goods and Services China 26.895%
CONTEMPORARY AMPEREX TEC (CCS) Industrial Goods and Services China 26.895%
ALBEMARLE Chemicals USA 7.299%
TIANQI LITH.INDS.'A' (CCS) Chemicals China 3.569%
TIANQI LITH.INDS.'A' (CCS) Chemicals China 3.569%
PILBARA MINERALS Basic Resources Australia 3.501%
MINERAL RESOURCES Basic Resources Australia 3.384%
Ganfeng Lithium 'A' (CCS) Industrial Goods and Services China 2.747%
Ganfeng Lithium 'A' (CCS) Industrial Goods and Services China 2.747%
Sekisui Chemical Co. Ltd. Consumer Products and Services Japan 2.705%

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

4Based on the composition as of February 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.