Update: iShares STOXX Global Select Dividend 100 UCITS

Dieser Dividenden-ETF weist eine gemischte Performance-Historie auf. 2008 machte ihm das Banken-Exposure zu schaffen. Auch derzeit sind Financials im STOXX Global Select Dividend Index wieder hoch im Kurs.  

Rolle im Portfolio

This exchange-traded fund provides exposure to 100 of the highest-dividend-paying companies in the United States, Europe, and Asia/Pacific.

This fund’s benchmark, STOXX Global Select Dividend 100, is broadly diversified across countries but is heavily tilted towards financials, which account for over 40% of total portfolio allocation. Given its sector concentration, this fund is best suited as a satellite holding, especially for investors looking for an income-enhanced strategy. Other top sectors include utilities and telecommunications.

The fund weights constituents by dividend yield rather than market capitalisation. By style this fund leans towards value. The fund has a bias towards large- and giant-cap equities, but investors may also find smaller companies, not normally included in flagship market-cap weighted indexes, among constituents.

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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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