Overview: The iShares MSCI World EUR Hedged UCITS ETF Acc is an exchange-traded fund that aims to replicate the performance of an index composed of companies from developed countries. This ETF stands out for its hedging strategy, which aims to neutralize exposure to currency fluctuations by converting gains into euros on a monthly basis. This allows European investors to minimize the impact of exchange rate variations on their investments.
Benefits: This ETF offers several strengths. Firstly, it provides access to a wide range of stocks from well-established companies in developed economies, which can contribute to effective portfolio diversification. Additionally, the euro currency hedging can offer protection against exchange rate volatility, which is particularly advantageous for investors based in Europe. Finally, as an accumulating ETF, it reinvests dividends, which can promote long-term capital growth.
Risks: Like any equity investment, this ETF carries risks. Market volatility can lead to significant fluctuations in the value of the ETF. Furthermore, while currency hedging may reduce some risks associated with exchange rate fluctuations, it does not eliminate them completely. Investors should also be aware of risks specific to developed markets, such as economic slowdowns or regulatory changes.
Investor Profile: This ETF is particularly suitable for European investors looking to diversify their portfolio with stocks from developed companies while minimizing the impact of currency fluctuations. It may be appropriate for those with a medium to long-term investment horizon who are comfortable with the inherent volatility of equity markets.
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 |