Analyse/iShares Listed Private Equity UCITS ETF

Dieser ETF versucht den Spagat, über börsennotierte Holdings Zugang zur Asset-Klasse Private Equity zu liefern. USA und Nebenwerte dominieren den Index.

Rolle im Portfolio

The iShares Listed Private Equity UCITS ETF provides exposure to the largest and most liquid publicly-listed private equity (LPE) companies from North America, Europe and Asia Pacific.

Due to the volatile nature of private equity as an asset class, this ETF is most suitably deployed as a satellite holding within an already diversified portfolio.

This ETF offers diversified exposure to an illiquid asset class that was once the preserve of institutional investors. Private equity appeals to many because of its liquidity premiums, high expected returns and for its potential as a diversifier within a wider portfolio. However, investors looking at this ETF should be aware that when investing in LPE companies, a portion of these benefits disappear. As market access increases, the liquidity premium, and hence the returns, are reduced accordingly. Also, as soon as they are listed on a stock exchange, investments in private equity companies assume additional market risk, which sees the correlation between their valuations and those of the wider stock market increase.

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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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