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Analyse/ishares FTSE 250

Wer auf den Index FTSE 250 setzt, baut darauf, dass das Segment der mittelgroßen Unternehmen Großbritanniens auch weiter dem "großen Bruder" FTSE 100 den Rang ablaufen wird.

Hortense Bioy, CFA 07.03.2014

Rolle im Portfolio

By providing broad exposure to UK mid-cap stocks, iShares FTSE 250 can serve as a tool for asset allocators looking to control their market cap and style exposures. This fund is suitable as a core holding in a UK or European equity allocation given its broad holdings across companies and sectors. The FTSE 250 index is well-diversified from the perspective of individual stocks, with the top 10 holdings accounting for 10-11% of the index’s weighting. As a core building block, it can also be used to complement an existing allocation to UK large cap equities such as the FTSE 100 as there is no overlap between the two indices. The FTSE 250 also provides a different industry and sector exposure to that of the FTSE 100, with financials and industrials making up 55-58% of the index, almost double their representation in the UK’s main benchmark.

iShares FTSE 250 can also act as a tactical tool to overweight UK mid-cap equities within a diversified portfolio. It could be useful for those who want to place a bet on the near-to-medium-term prospects of this asset class as a whole under the belief that they represent good value on a stand-alone basis or as compared to large-cap equities and/or small-cap equities. Investors should however keep in mind that mid-cap shares tend to be more volatile than blue chips.

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Über den Autor

Hortense Bioy, CFA

Hortense Bioy, CFA  is director of passive fund research in Europe.

Audience Bestätigung


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