Analyse/HSBC FTSE 100 UCITS ETF

Was dem DAX fehlt, hat der britische FTSE im Überfluss: Rohstoffwerte wie Royal Dutch Shell und Rio Tinto. Aktienseitig ist der 100 Aktien umfassende Standardwerte-Index allerdings breit diversifiziert.

Hortense Bioy, CFA 25.07.2014

Rolle im Portfolio

The fund provides broad exposure to large capitalisation UK equities and can be used as a core holding. Investing in this well-diversified fund could appeal to those looking to build a UK-centric portfolio. However, investors should carefully examine the index's composition. With a 19-22% weighting, financials is the top sector represented in the index. Also, overall a quarter of the index is made up of resources companies like Royal Dutch Shell and Rio Tinto which are acutely exposed to the fortunes of the broader economy and their performance is often directly linked to international commodity prices.

It is important to bear in mind that the FTSE 100 index consists predominantly of global players with more than 70% of the revenues of FTSE 100 companies coming from outside the UK, while most of the top ten FTSE 100 companies report their results in US dollars rather than sterling. This fund can also serve as a tactical tool for those looking to place a bet on the near-to-medium-term prospects of the UK equity market under the belief that the benchmark is undervalued. However, investors outside of the UK should be wary of currency risk.

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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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