NAV Price ()
Market value ()
Holdings

About this fund

Fund objectives

  • The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Bloomberg Short Treasury Index (the “Index”).
  • The Fund invests in a portfolio of fixed-rate, short-term US Dollar-denominated US Treasury securities that so far as possible and practicable consists of a representative sample of the component securities of the Index.
  • The Index measures the performance of US dollar denominated bonds paying a fixed rate of interest issued by the US government.
  • Bonds in the Index have maturities of less than one year and include US Treasury bills, notes and bonds with remaining maturities between one month and one year.

Fund facts

Share class inception
Listing date
Investment structure
Share Class Assets'
Total Assets
Risk indicator
Strategy
Asset Class
Domicile
Investment method
Index ticker
Dividend schedule
Benchmark
Legal entity
Register countries

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Performance

Risk and Volatility

As at 31 Oct 2025

Beta
Annualized Tracking Error
1 year
3 years
5 years

Please note Beta and R-squared data will only display for funds with 3 full years of history.

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Portfolio data

Characteristics
FundamentalsFundBenchmarkAs at
Number of bonds 93 92 31 Oct 2025
3.8% 3.8% 31 Oct 2025
2.9% 2.9% 31 Oct 2025
0.4 Years 0.4 Years 31 Oct 2025
AA AA 31 Oct 2025
0.4 Years 0.4 Years 31 Oct 2025
Cash Investment 67.2% 31 Oct 2025
Market allocation

As at 31 Oct 2025

CountryRegionFundBenchmarkVariance +/-
United States of AmericaNorth America 99.95% 100.00% -0.05%
MexicoEmerging Markets 0.04% 0.00% 0.04%
Distribution by credit quality (% of funds)

As at 31 Oct 2025

Distribution by credit issuer (% of funds)

As at 31 Oct 2025

Distribution by credit maturity (% of funds)

As at 31 Oct 2025

Holdings details

As at 31 Oct 2025

Holding name% of market valueMarket valueFace amountCoupon/YieldMaturity date
United States Treasury Bill 3.70846% US$230,227,403.46 230,997,000 0.00% 04 Dec 2025
United States Treasury Bill 3.70559% US$230,049,430.88 230,994,000 0.00% 11 Dec 2025
United States Treasury Bill 3.00948% US$186,834,062.80 188,406,000 0.00% 22 Jan 2026
United States Treasury Bill 2.98962% US$185,600,867.18 186,674,000 0.00% 26 Dec 2025
United States Treasury Bill 2.42061% US$150,275,990.86 150,857,000 0.00% 09 Dec 2025
United States Treasury Bill 2.41876% US$150,161,129.09 150,854,000 0.00% 16 Dec 2025
United States Treasury Bill 2.41685% US$150,042,046.45 150,854,000 0.00% 23 Dec 2025
United States Treasury Bill 2.34673% US$145,689,042.04 146,144,000 0.00% 02 Dec 2025
United States Treasury Bill 2.30646% US$143,189,243.33 144,290,000 0.00% 15 Jan 2026
United States Treasury Bill 2.30244% US$142,939,550.77 144,238,000 0.00% 29 Jan 2026

Prices and distribution

Prices

NAV Price (USD)
US$57.86
Change
+US$0.000.01%
At closure 19 Nov 2025
Market value (EUR)
€50.16
Change
+€0.180.36%
At closure 19 Nov 2025
NAV 52-week high
US$57.86
At closure 20 Nov 2025
Market value 52-week high
€54.70
At closure 20 Nov 2025
NAV 52-week low
US$55.47
At closure 20 Nov 2025
Market value 52-week low
€48.33
At closure 20 Nov 2025
NAV 52-week difference
US$2.39
Change
+4.14%
At closure 20 Nov 2025
Market value 52-week difference
€6.37
Change
+11.64%
At closure 20 Nov 2025
Outstanding shares
38,036,855
At closure 31 Oct 2025
Historical Prices

-

Inception date

02 Sep 2020

Listing date

09 Mar 2023

Date NAV (USD) Market price (EUR)
19 Nov 2025 US$57.8629 €50.1600
18 Nov 2025 US$57.8590 €49.9790
17 Nov 2025 US$57.8499 €49.8730
14 Nov 2025 US$57.8416 €49.7920
13 Nov 2025 US$57.8275 €49.6590
12 Nov 2025 US$57.8257 €49.8860
11 Nov 2025 US$57.8190 €49.8660
10 Nov 2025 US$57.8176 €50.0460
07 Nov 2025 US$57.8087 €49.9330
06 Nov 2025 US$57.7929 €50.0960

Distribution history

Distribution frequency

Historical performance

All dividends are reinvested for the "Accumulation" shares.

Purchase information

Currencies and stock exchanges

Listed currencies: EUR, USD, MXN

Base currency: USD

Exchanges: Deutsche Boerse, Borsa Italiana S.p.A., London Stock Exchange, Bolsa Mexicana De Valores

Fund codes

  • Ticker iNav Bloomberg: IVDSTEUR
  • Bloomberg: VUCF GY
  • Citi: R4HC
  • Exchange ticker: VUCF
  • ISIN: IE00BLRPPV00
  • MEX ID: VRAAAK
  • Reuters: VUCF.DE
  • SEDOL: BKX8P16
  • Ticker iNav Bloomberg: IVDSTEUR
  • Exchange ticker: VDST
  • Bloomberg: VDST IM
  • ISIN: IE00BLRPPV00
  • Reuters: VDST.MI
  • SEDOL: BR841L0
  • Ticker iNav Bloomberg: IVDSTEUR
  • Bloomberg: VUCF GY
  • Exchange ticker: VUCF
  • ISIN: IE00BLRPPV00
  • Reuters: VUCF.DE
  • SEDOL: BKX8P16
  • Bloomberg: VDSTN MM
  • ISIN: IE00BLRPPV00
  • Reuters: VDSTN.MX
  • SEDOL: BM9GKS0
  • Ticker iNav Bloomberg: IVDSTUSD
  • Bloomberg: VDST LN
  • ISIN: IE00BLRPPV00
  • Reuters: VDST.L
  • SEDOL: BMVBBX5
  • Exchange ticker: VDST