Hints and tips:
Related Special Reports
...Ding said the appetite for funds linked to Japan’s Nikkei index had become “irrational” this month, with one trading at up to a 20 per cent premium to its asset value....
...MSCI is now scrapping this adjustment factor....
...In March 2023 the iShares ESG Aware MSCI USA ETF (ESGU) haemorrhaged $3.9bn in one day. On the same day the iShares MSCI USA Quality Factor ETF (QUAL) saw a $4.8bn jump in net inflows....
...Actually, it is another fund: the iShares MSCI China A ETF. Golly, I had no idea. So what’s in that then?...
...As a result, the iShares MSCI USA Quality Factor ETF (QUAL) was in the top 10 of US-listed ETFs by flows last year, with $11.1bn, Rosenbluth said, as quality stocks “did well in an uncertain economic environment...
...Small size and value are regarded by aficionados of “smart beta” as factors that boost returns over the long run. Not everyone is convinced, though....
...This might make anyone holding an S&P 500 index fund nervous....
...The MSCI ACWI returned 8.48 per cent annualised in the 10 years to the end of 2023, while the MSCI USA index returned 11.98 per cent....
...Only one of the 20 — the $151mn iShares Interest Rate Hedged High Yield Bond ETF (HYGH), the sole fixed income fund on the list — beat the 19.4 per cent decline in the Morningstar US Market Index....
...UCITS ETF (VERX) and the iShares Core MSCI Japan IMI UCITS ETF (SJPA)....
...Big global equity trusts F&C (FCIT), Brunner (BUT) and Alliance Trust (ATST) have all outperformed the MSCI World index in the past year, thanks to their portfolios having less exposure to underperforming...
...So, for example, they construct the MSCI World Index, which covers lots of kind of different global stocks. And another index composer is Footsie....
...index....
...Since January, the MSCI ACWI Information Technology index has lost 45 per cent of its value....
...MSCI USA Multifactor will become US Equity Factor and track the Stoxx US Equity Factor index rather than the MSCI USA Diversified Multiple-Factor index....
...This is better represented by say, the Nasdaq-listed China iShares MSCI ETF which touched $98 in February 2021 before starting a vertiginous decline to a low of $35 this autumn (before rebounding to $47...
...In August, BlackRock decided to begin liquidating its iShares MSCI Russia ETF, which once had assets of more than $800mn....
...He adds that iShares MSCI India ETF — which tracks an index of big and medium-sized companies — is an easy option for passive investors....
...Since the start of 2020, BlackRock’s iShares MSCI USA Min Vol Factor exchange traded fund (USMV), with $27.4bn of assets the powerhouse of the sector, has eked out a return of just 13.6 per cent, versus...
...That is more than double the largest equivalent ESG fund domiciled in Europe, which is also an iShares MSCI USA ETF....
...The iShares Edge MSCI USA Momentum Factor UCITS ETF (IUMF), which buys shares with an upwards price trend, only rebalances its portfolio every six months....
...in its MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index (MVEA)....
...with a 27.8 per cent gain for iShares Edge MSCI USA Value Factor Ucits ETF....
...Three of the top 10 ETFs by net flows in the second quarter were value funds, with iShares Edge MSCI World Value Factor UCITS ETF (IWVL) in second place....
...The cautionary advice on the iShares MSCI USA Momentum Factor ETF (MTUM) from CFRA, a research consultancy, might not come as a complete surprise to those who have been monitoring the market rotation away...
International Edition