Update: Lyxor SG Global Quality Income NTR UCITS ETF

"Qualität" ist ein amorpher Begriff, der dennoch immer stärker auch in die Welt der Faktor-Investments Einzug hält. Dieser ETF bildet einen Index ab, der diverse Kennzahlen, einschließlich Gewinne, Default-Wahrscheinlichkeiten und Dividenden-Renditen.

Rolle im Portfolio

To be included in the SG Global Quality Income Index, a constituent must meet eligibility criteria based on quality factors, such as profitability and leverage, and a set minimum dividend yield. For the past three years, the dividend yield has been consistently between 4% and 5%.

The index is more diversified across countries than a traditional market-cap world index, but with as clear bias towards Australia, which accounts for about 20% of the total index value, followed by the United States and the United Kingdom with 16%-20% each. Sectorwise, it is titled towards defensive stocks, with utility and telecom companies representing more than half of total portfolio allocation.

This exchange-traded fund can be used as a tactical holding for investors seeking to boost portfolio income. It can also be used to protect a portfolio from inflation’s adversary effects. Empirical studies show that high-dividend-payers, like utility, energy, and food companies, generally provide goods and services that are able to keep pace with inflation.

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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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