Analyse: UBS-ETF MSCI World

Die Welt in einem Produkt. Dieser ETF vereint die großkapitalisierten Unternehmen, weist allerdings ein sehr hohes US-Gewicht auf. 

Alastair Kellett 25.01.2013

Rolle im Portfolio

The UBS-ETF MSCI World provides exposure to many of the largest publicly-traded companies in the developed world. It is best employed as a core building block for investors that want to get a large chunk of their equity exposure within one fund, rather than taking a more granular approach to building a geographically-balanced equity portfolio. An important thing to keep in mind, however, is that although the underlying MSCI World Index has very broad geographical scope, its exposure is all from developed markets. This fund should ideally be paired with some form of emerging markets exposure for a more balanced mix. In the last 10 years the MSCI World and the MSCI Emerging Markets Index have shown a correlation to one another of 83%, although over the last five years the correlation has crept up to 89%. The fund pays out dividends from its underlying holdings on a semi-annual basis, currently at an annualised yield level of 2.79%. It may therefore suit investors looking for regular income, although the tax implications of such distributions for each investor would have to be taken into consideration.

Fundamentale Analyse

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Über den Autor

Alastair Kellett  Al Kellett is an ETF analyst with Morningstar Europe.

Audience Bestätigung


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