Analyse: iShares FTSE BRIC 50

Kicks mit Brics? Dieser ETF bietet den Zugang zu den Schwergewichten der Schwellenländer. Allerdings kann die hohe Konzentration auf nur 4 Länder Risiken beinhalten.

Alastair Kellett 16.01.2013
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Rolle im Portfolio

The iShares FTSE BRIC 50 provides exposure to many of the largest companies within the emerging countries of Brazil, Russia, India, and China (collectively, “BRIC”). These countries have seen their importance on the global stage rise dramatically in recent years. The Chinese economy now ranks third in the world, behind only Europe and the United States. Whereas this type of exposure would once have been considered only as a speculative tactical tool, it is increasingly becoming a core component of a globally balanced portfolio. That said, this can be an extremely volatile area of the market. The FTSE BRIC 50 Index has exhibited annual standard deviation since March 2007 of 32.0%, versus 17.5% for European stocks. Its correlation to the local currency returns of the S&P 500 and the MSCI Europe Index has been 77% in each case, over the same time period. The fund pays out dividends from the underlying stocks on a semi-annual basis, currently at an annual yield level of 2.28%. So it may suit an investor seeking moderate levels of income, although the tax implications of such distributions for each investor would have to be taken into consideration.

Fundamentale Analyse

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Über den Autor

Alastair Kellett  Al Kellett is an ETF analyst with Morningstar Europe.

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