Overview: The SPDR FTSE EPRA Europe ex UK Real Estate UCITS ETF (Acc) is an exchange-traded fund that aims to replicate the performance of an index composed of shares of real estate companies located in Europe, excluding the United Kingdom. This ETF allows investors to access a diversified portfolio of companies operating in the real estate sector, including development, management, and investment firms.
Benefits: This ETF offers exposure to a specific sector, that of European real estate, which can benefit from economic growth and demand for housing and commercial spaces. By investing in a basket of stocks, it helps to diversify the risk associated with investing in a single company. Additionally, the UCITS structure ensures a robust regulatory framework, providing extra protection for investors.
Risks: Like any investment in stocks, this ETF is subject to stock market volatility. Fluctuations in real estate asset prices, changes in interest rates, and general economic conditions can affect the ETF's performance. Furthermore, exposure to a specific sector may lead to sector-specific risks, particularly in the event of a slowdown in the real estate market.
Investor Profile: This ETF is suitable for investors looking to diversify their portfolio with exposure to the European real estate sector while accepting a certain level of risk related to market volatility. It may be particularly appealing for those wishing to invest long-term in real estate assets without having to directly manage properties.
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 |