Overview: The Deka MSCI USA LC UCITS ETF is an exchange-traded fund that aims to replicate the performance of the MSCI USA Large Cap Index. This ETF primarily invests in shares of large American companies, thus providing exposure to well-established, large-cap firms. It is designed for investors looking to diversify their portfolio with American assets.
Benefits: One of the main advantages of this ETF is its ability to offer exposure to a wide range of leading companies in the American market, which can contribute to stable long-term growth. Additionally, as an ETF, it allows for high liquidity and passive management, which can reduce costs compared to actively managed funds. The inherent diversification of the MSCI USA Large Cap Index can also help mitigate company-specific risks.
Risks: Like any equity investment, this ETF is subject to market volatility. Fluctuations in stock prices can lead to significant variations in the value of the ETF. Furthermore, concentrated exposure to the American market may increase the risk associated with economic or political events specific to this region. Investors should also be aware of liquidity risks and asset management issues.
Investor Profile: This ETF is particularly suitable for long-term investors seeking exposure to the American market while diversifying their portfolio. It may be appealing to those looking to invest in large-cap companies while accepting a certain level of risk associated with stock market volatility. Both novice and experienced investors may find this ETF aligned with their investment goals.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |