Willkommen auf der neu gestalteten Website morningstar.de! Erfahren Sie mehr über die Änderungen und wie die neuen Funktionalität unserer Homepage Ihren Anlageerfolg unterstützt.

Analyse/UBS-ETFs plc MSCI Emerging Markets TRN

Der MSCI Emerging Markets ist der Königsindex, wenn es um Schwellenländer-Investments geht. Breite Streuung über 830 Aktien und 21 Länder.

Rolle im Portfolio

The fund provides exposure to a wide array of mid- and large-cap companies within the world’s emerging regions. This broad category of countries has seen its position on the global stage rise significantly in recent years. Whereas this type of exposure would once have been considered a speculative tactical tool, it is increasingly becoming a core component of a globally-balanced portfolio.

Nevertheless, this can be a volatile area of the market. For example, the MSCI Emerging Markets Index has had an annualised standard deviation of 18.5% for the past 10 years, versus 14.1% for the MSCI World.

Correlations to developed equity exposure have remained consistent over the long-term, suggesting the fund provides less diversification benefit than may be preferred. Over the 10-year period through January 2014, the MSCI Emerging Markets Index showed a correlation to the USD-currency returns of the S&P 500, the MSCI Europe, and the broader MSCI World Index of 79%, 87% and 88%, respectively. Five-year correlations steadily remained at 81%, 88% and 87%.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

Um diesen Artikel zu lesen, müssen Sie sich anmelden

Hier kostenlos registrieren

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

Audience Bestätigung


Auf unserer Websites werden Cookies und andere Technologien verwendet. Damit können wir Ihre Präferenzen nachhalten und Ihnen eine optimale Nutzung unserer Website ermöglichen. Weitere Informationen finden Sie unter Cookie-Optionen.

  • Andere Websites Morningstar