Update: iShares J.P. Morgan $ Emerging Markets Bond UCITS ETF

Dieser ETF bildet den J.P. Morgan EMBI Global Core Index ab, der Dollar-denominierte Bonds abbildet. Er bietet jede Menge Volatilität - aber auch auskömmliche Kupons, die monatlich ausgekehrt werden.

Jose Garcia-Zarate 09.09.2016

Rolle im Portfolio

IShares J.P. Morgan USD Emerging Markets Bond UCITS ETF offers investors exposure to the US-dollar-denominated segment of the emerging-markets sovereign debt market. This exchange-traded fund tracks a geographically diversified global index that is considered in the industry as the undisputed benchmark of reference for this asset class.

The higher yield relative to developed markets remains the key selling point of emerging-markets government debt. Investors are also attracted to emerging-markets debt by virtue of its low historical correlation to developed fixed-income investments. This ETF is likely to work best as a satellite component in most investment portfolios.

Increasingly, investors are being advised not to treat emerging markets as a homogeneous asset class and instead discriminate between countries. On paper, this would seem to support an active approach to the asset class. However, compared with its Morningstar Category, which includes actively managed funds, this ETF's risk-adjusted returns have ranked in the upper areas of the first quartile during the past three and five years.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

Um diesen Artikel zu lesen, müssen Sie sich anmelden

Hier kostenlos registrieren

Über den Autor

Jose Garcia-Zarate  is an ETF analyst with Morningstar UK.

Audience Bestätigung


Auf unserer Websites werden Cookies und andere Technologien verwendet. Damit können wir Ihre Präferenzen nachhalten und Ihnen eine optimale Nutzung unserer Website ermöglichen. Weitere Informationen finden Sie unter Cookie-Optionen.

  • Andere Websites Morningstar