Update: iShares EURO STOXX 50 UCITS ETF

Dieser ETF gibt Investoren einen Zugang zu den 50 größten börsennotierten Unternehmen der Eurozone. Energie-, Versorger- und Bankentitel sind stärker gewichtet als bei den meisten aktiven Eurolandfonds, was diesen ETF zu einem Value-orientierten Investment macht.  

Hortense Bioy, CFA 12.12.2014

Rolle im Portfolio

This ETF is a suitable choice as a core portfolio building block. It offers broad exposure to many of the largest companies in the European Economic and Monetary Union (EMU). This fund can also be used as a tactical tool to overweight a portfolio's exposure to the currency bloc's equities.

The immense size of the companies in the index (their average market capitalisation is greater than EUR 30 billion) means that even with only 50 components, it captures nearly 60% of the total market value of all eurozone-listed companies. The exclusion of non-eurozone companies means the index has slightly greater sector and stock concentration compared to a broader European index like the STOXX Europe 600. Specifically, the EURO STOXX 50 has larger exposure to financials and consumer goods, but less exposure to healthcare.

Investors should also be aware that French and German companies make up more than two thirds of the EURO STOXX 50 Index. So integrating this regional fund into a portfolio that has existing exposure to France and/or Germany might result in substantial overlap.

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Über den Autor

Hortense Bioy, CFA

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

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