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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 306.2 203.4 1.7 0.5 66.0 0.0 32.4 0.0 17.9
STOXX World AC All Cap 91,074.3 76,555.1 5.5 0.4 2,842.1 0.0 3.7 0.0 4.8

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 -4.0 -7.2 -27.3 N/A N/A N/A N/A -27.2 N/A N/A
STOXX World AC All Cap 2.4 10.2 20.8 26.9 73.9 N/A N/A 20.7 8.2 11.7
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Global Lithium Universe N/A N/A 24.6 24.6 24.6 N/A N/A -1.7 -1.7 -1.7
STOXX World AC All Cap N/A N/A 9.2 13.0 16.6 N/A N/A 1.6 0.5 0.6
Index to benchmark Correlation Tracking error (%)
STOXX Global Lithium Universe 0.3 0.3 0.3 0.3 0.3 18.8 26.7 23.4 24.3 24.3
Index to benchmark Beta Annualized information ratio
STOXX Global Lithium Universe 0.8 0.8 0.8 0.4 0.3 -3.9 -1.5 -2.2 -1.9 -1.9

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

2Based on EURIBOR1M

(EUR, Net Return), all data as of May 31, 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 19.3 20.6 15.1 15.1 1.9 1.3 1.4 -112.2
STOXX World AC All Cap -0.7 18.4 20.3 20.3 2.8 1.9 1.7 9.3

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
Net Return USD CH1213354835 STXLITHV .STXLITHV
Price USD CH1213354819 STXLITHL .STXLITHL
Gross Return USD CH1213354827 STXLITHZ .STXLITHZ

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 22:15:02
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.

THEME INDICES

STOXX Global Lithium Universe

Top 10 Components4

Company Supersector Country Weight
CONTEMPORARY AMPEREX TEC (CCS) Industrial Goods and Services China 32.421%
CONTEMPORARY AMPEREX TEC (CCS) Industrial Goods and Services China 32.421%
ALBEMARLE Chemicals USA 6.511%
MINERAL RESOURCES Basic Resources Australia 3.725%
PILBARA MINERALS Basic Resources Australia 3.236%
Sekisui Chemical Co. Ltd. Consumer Products and Services Japan 2.742%
ZHEJIANG HUAYOU COB.'A' (CCS) Basic Resources China 2.411%
ZHEJIANG HUAYOU COB.'A' (CCS) Basic Resources China 2.411%
TIANQI LITH.INDS.'A' (CCS) Chemicals China 2.391%
TIANQI LITH.INDS.'A' (CCS) Chemicals China 2.391%

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

4Based on the composition as of May 31, 2024