Update: Source MSCI Europe UCITS ETF

Der MSCI Europe ist einer der wichtigsten Standardwerte-Indizes und enthält Aktien aus 15 entwickelten europäischen Ländern. Großbritannien macht rund ein Drittel des Indexgewichts aus. Branchenseitig stehen Financials, Healthcare und Industrie im Vordergrund.

Dimitar Boyadzhiev 26.08.2016
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Rolle im Portfolio

The fund offers investors low-cost access to large- and mid-cap companies from 15 European countries. As such, it can be used as a core holding within a diversified portfolio or as a tactical tool to express a view on the region. The largest country exposure is to the United Kingdom, which represents about a third of the fund's value, followed by Germany and Switzerland. The eurozone makes up about half of the portfolio.

With over 90% of the portfolio in large caps, the fund is overweight in large caps and underweight in mid-caps compared with the average peer in the Europe Large-Cap Blend Equity Morningstar Category, which includes both active and passive offerings. This means that the fund may lag category peers at times of strong economic expansion.

The MSCI Europe Index is well-balanced in terms of country and sector exposure, and we believe that the fund has the potential to deliver above-average returns against the broader set of investment vehicles in the category over the long term. In risk-adjusted terms, this exchange-traded fund's returns have ranked in the category's first quartile over the past three and five trailing years, and other MSCI Europe ETFs with a longer track record also rank in the first quartile over 10-year period.

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Über den Autor

Dimitar Boyadzhiev  Dimitar Boyadzhiev ist Fund Analyst, European Passive Fund Research

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