Analyse/iShares MSCI Japan

Nach der furiosen Aufholjagd 2013 hat der japanische Aktienmarkt in diesem Jahr einen Dämpfer bekommen. Die unverändert expansive Notenbankpolitik der BoJ und die Aussicht auf Strukturreformen bieten Chancen für risikofreudige Investoren.

Rolle im Portfolio

The iShares MSCI Japan UCITS ETF provides broad-basket mid and large-cap exposure to Japanese equity markets.

Given its narrow geographic exposure, this ETF is best utilised as a tactical or satellite holding within an already well-diversified portfolio.

The fund's reference index has maintained moderate levels of correlation to the S&P 500 (56%) and the STOXX Europe 600 (49%) over the past ten years. This suggests that there may be potential diversification benefits to be gained when adding this fund to an existing diversified portfolio of European and US equity. However, before investing in this fund, we suggest investors check their portfolio for existing exposure to Japan. Japan, as one of the largest economies in the world, accounts for significant weightings in global equity funds and Asia-focused funds in particular. Japanese equities can comprise 9% to 25% of a typical global equity portfolio, and about half of a typical Asian equity portfolio (using the MSCI World, MSCI EAFE, and MSCI AC Asia indices as benchmarks).

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Über den Autor

Morningstar ETF Analysts  research hundreds of ETFs available to European investors. The Morningstar Rating for ETFs is based on a risk-adjusted performance measure

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