msci acwi fact sheet december 2020

0000341162 00000 n %PDF-1.4 stream UBS (Irl) ETF plc - MSCI ACWI ESG Universal Low Carbon - Netherlands PDF iShares MSCI ACWI ex U.S. ETF - BlackRock . MI #~__ Q$.R$sg%f,a6GTLEQ!/B)EogEA?l kJ^- \?l{ P&d\EAt{6~/fJq2bFn6g0O"yD|TyED0Ok-\~[`|4P,w\A8vD$+)%@P4 0L ` ,\@2R 4f Das Portfolio weist eine um 86 Prozent niedrigere CO 2-Bilanz (Scope 1 und 2 Emissionen) aus als der MSCI ACWI pro 1 Million Dollar Umsatz und 94 Prozent niedriger pro 1 Million Dollar Anlage. MSCI ACWI Index ( USD) MSCI ACWI Index (USD) | msci.com . /Subject (MSCI Index Fact Sheet) 0000344347 00000 n vJ 0000137759 00000 n December 31, 2022 for all strategies. 0000015192 00000 n Benchmark MSCI ACWI ex USA 100% Hedged to USD Index 30 Day SEC Yield 2.52% Unsubsidized 30-Day SEC Yield 2.17% Number of Holdings 1 Net Assets $166,263,627 Ticker HAWX CUSIP 46435G847 Exchange NYSE Arca TOP HOLDINGS (%) ISHARES MSCI ACWI EX US ETF 99.94 USD CASH 1.40 BLK CSH FND TREASURY SL AGENCY 0.05 AUD/USD 0.04 HKD/USD 0.01 TWD/USD 0.01 NOK . Investment Philosophy . Ai))vjJc <3`MxG$xt*EM28^Q PDF Fact Sheet 31 December 2022 MSCI ACWI UCITS ETF - Sun Life 0000297677 00000 n <>stream endobj 5 0 obj F+s9H p[=fe5Bq{wsv7xpm/=7*N/ >z * Ratios based on USD returns & versus the reference index, the MSCI ACWI TR Index Analysis: Sundaram Asset Management Risk Metrics* Parameter/Period One Two Since Year Years Launch Sharpe Ratio FUND -0.23 0.65 0.39 MSCI ACWI -0.39 0.78 0.41 Sortino Ratio FUND -0.43 1.15 0.58 MSCI ACWI TRIndex#-0.71 1.39 0.56 Parameter/Period One Two Since 0000020684 00000 n % 0000341006 00000 n You are free to change your cookies' settings in the privacy settings. 2022 2021 2020 2019 2018 Fund -18.27 18.38 16.38 26.70 -9.15 Benchmark -18.36 18.54 16.25 26.60 -9.42 The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. endobj You are free to change your cookies' settings in the privacy settings. 0000014436 00000 n 2022 2021 2020 2019 2018 Fund -16.02 7.46 10.48 21.21 -14.09 /Length 10 0 R The iShares MSCI ACWI ex U.S. ETF seeks to track the investment results of an index composed of large- and mid-capitalization non-U.S. equities. 0000031070 00000 n The investment objective is to replicate the price and return performance of the MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to JPY Index Net net of fees. 0000014203 00000 n MI #~__ Q$.R$sg%f,a6GTLEQ!/B)EogEA?l kJ^- \?l{ P&d\EAt{6~/fJq2bFn6g0O"yD|TyED0Ok-\~[`|4P,w\A8vD$+)%@P4 0L ` ,\@2R 4f 0000028675 00000 n <> 0000030260 00000 n 0000342054 00000 n endobj UBS (Irl) ETF plc - MSCI ACWI Socially Responsible UCITS ETF /Creator (MSCI Fact Sheet Generator V2) Investment Objectives. PDF Fact Sheet:SPDR MSCI ACWI IMI UCITS ETF, Mar2023 0000029971 00000 n PDF Global Sustain Fund The MSCI All Country World ex. U.S. Small Cap Index To achieve this return objective with a portfolio that exhibits lower overall risk characteristics. hVR8}}^I${`ZhY~[$:vj;WI&\E_r9Q$, 5L6b4@,B'QA~E1Bq26}KnIfLpv,&.;aw i}u{;s;|TH_>|Q%4{9xic+8,RwR,qg']5fYS-m]w8H+m?_Nqk v~a&;5;Pm -V0wE "t a","H PDF International Small Cap Portfolio Portfolio Highlights First Quarter 2023 (f`c`ea2cbfe!KFys$ Z U-q:fvYf= +H00[AL20& i.(?B^ "? Mkts(16.9%) Asia(9.9%) Europe(16.9%) COUNTRY DEVIATIONS North Amer.-12.9%(47.1%) Cash(9.3%) As of Dec. 31, 2020As of Sept. 30, 2020 SECTOR DEVIATIONS WHY ACWI? G. Brinson, L. Randolf Hood and G. Beebower. 0000019693 00000 n endobj 0000085363 00000 n 2The West African Economic and Monetary Union (WAEMU) consists of the following countries: Benin, Burkina Faso, Ivory Coast, Guinea-Bissau, Mali, Niger, Senegal and Togo. PDF FACT SHEET / DECEMBER 31, 2020 All-Country Equities <>/XObject<>>>/Parent 7 0 R/MediaBox[0 0 612 792]>> R-Factor supports the development of sustainable capital markets by giving investors the ability to invest in solutions that integrate financially material ESG data while incentivizing companies to improve their ESG practices and disclosure in areas that matter. The product described herein aligns to Article 8 . Q4 // December 31, 2021. p-&S%:tEJ$;D#vR@z 8[LJpFv;,-Wr;_!d+7gn_\Md._8gIq7nEQrl\.dQ3#wu}UuCW:]>Rp^~, ca,6Jzp*dqS(&2*a*8= ~.Qhh#`uER:fOd9u c?tg V0Z*F 8[+`X[QLaw*BUO1u-p g{< E(]4h|kW2 0000010644 00000 n >> ` Oi MSCI ACWI Index 0000337531 00000 n Investors are increasingly looking beyond their home market toward the full global equity opportunity set as the starting point for their investments, Allocation decisions that start with the full opportunity set can be adjusted based on investor goals, expertise, philosophy and constraints, Not considering the full opportunity set can introduce unintended bets and biases/risks, and can be an investment decision in itself. This website uses cookies to make sure you get the best experience on our website. /Title (MSCI ACWI Index) 2002 2005 2008 2011 2014 2017 2020 2023 Investor Class MSCI ACWI TR Class A w/ Load Class A w/o Load Class C w/ Load Class C w/o Load . %%EOF Our suite of Emerging Markets Indexes is designed to offer investors a variety of choices that represent different regions, countries, size segments and sectors. << /Keywords (MSCI ACWI, Market cap Index) 0000341084 00000 n 0000021114 00000 n MSCI Inc. - www.msci.com Subject: MSCI Index Fact Sheet Keywords: MSCI ACWI, Market cap Index Created Date: This website uses cookies to make sure you get the best experience on our website. >> /Keywords (MSCI ACWI, Market cap Index) 0000019876 00000 n Get the latest trends and insights straight to your inbox. % 3 0 obj Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without UBS's prior written permission is strictly prohibited. 3\?''Y 3 0 obj 0000137865 00000 n 0000345872 00000 n WHY ACWX? The MSCI ACWI Index, MSCIs flagship global equity index, is designed to represent performance of the full opportunity set of large- and mid-cap stocks across 23 developed and 24 emerging markets. endstream 0000345204 00000 n 2020 14.33 14.06 15.84 2019 24.05 25.19 15.42 2018 -11.18 -10.44 -16.63 2017 21.62 20.11 34.35 2016 5.63 5.32 8.58 . -Intensitt als der MSCI ACWI an. 0000129504 00000 n /N 3 0000342379 00000 n K$~(|A K~b*idP$1Mef' B\~ ZiMX}&LCJ&;?f v}@6/pO71Gn_eFx&(u^;[t}4Tx?,:*N7L t This process has resulted in WCM's International Small Cap Growth strategy outperforming the MSCI ACWI ex US Small Cap Index by an annualised 6.90% per annum since inception (31 December 2014), with total firm assets under management growing to over A$105.5 billion (as at 31 December 2022). !500 <>/XObject<>>>/Annots[7 0 R 8 0 R 9 0 R 10 0 R 11 0 R 12 0 R]/Parent 13 0 R/MediaBox[0 0 612 792]>> IShares MSCI ACWI ETF ACWI captures a majority of the global stock market with its cost-effective, market-cap-weighted portfolio. ?_l) (1986). 0000136918 00000 n 0000340284 00000 n 0000156491 00000 n 2#IPF~pc|ebVxa;F4Rd %2/ nXgQeoSGi39M%"k[Cx*|{;>}!bkqyet.REz&)1J!`+/N8U9^&*/L'n~ qWln"`kNx"64l*#4& /6BKh Cqb However, these indexes use either the Emerging Markets or the Frontier Markets methodological criteria concerning size and liquidity. << 0000340495 00000 n /Filter /FlateDecode /Author (MSCI Inc. - www.msci.com) /CreationDate (D:20230404112513Z) endobj 0000343001 00000 n MSCI ACWI Index (USD) Index Factsheet MSCI ACWI Index (USD) The MSCI ACWI captures large and mid cap representation across 23 Developed Markets (DM) and 24 Emerging Markets(EM) countries*. MI #~__ Q$.R$sg%f,a6GTLEQ!/B)EogEA?l kJ^- \?l{ P&d\EAt{6~/fJq2bFn6g0O"yD|TyED0Ok-\~[`|4P,w\A8vD$+)%@P4 0L ` ,\@2R 4f 4 0 obj The iShares MSCI ACWI ETF seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities. 1 0 obj 0000155275 00000 n %PDF-1.4 % hbbd```b``j"Z@$ y'"S7`5J^`6"%$c.v]@E3&F`] 0000155192 00000 n 0000343363 00000 n Market Review. endobj Annual report 2018: en. Benchmark consists of 50% SEMDEX, 20% MSCI ACWI and 30% yield on 10-Yr GOM Bond 2. /Filter /FlateDecode 4 0 obj endstream endobj 803 0 obj <>stream @Q5=wDn4%s L=iQ{W^XQHvX9T ?_l) /N 3 0000038268 00000 n 2 Capital Risk: Investing involves risk including the risk of loss of capital. <>stream 0000341334 00000 n Sign up below to receive the latest updates and news from MSCI. 0000021829 00000 n ! Our suite of Developed Markets Indexes is designed to offer investors a wide range of choices that reflect different regions, countries, size segments and sectors. endstream endobj 799 0 obj <>/Metadata 13 0 R/OCProperties<>/OCGs[826 0 R]>>/Outlines 17 0 R/PageLayout/SinglePage/Pages 796 0 R/StructTreeRoot 29 0 R/Type/Catalog>> endobj 800 0 obj <>/ExtGState<>/Font<>/Properties<>/XObject<>>>/Rotate 0/StructParents 2/Tabs/S/Type/Page>> endobj 801 0 obj <>stream PDF iShares Currency Hedged MSCI ACWI ex U.S. ETF 0000342167 00000 n 7cq4Y+-P$OR*gNM7$bp/N8 3o!Fp/[axl IKL9?qjh. $eOyY&rB)Go1$2!S\:76BBPj/?0W4:v&1P$_-rTPp{n*]y47*&RHk)t~# (i`X@3*GUY=uh9 rD4L y_U8X&}L?ynJ:TQm*q: nXDg{Ut/UD,CF|)%RG$3 v{Q\FD|y,z(%vb&; murwAkaJy3!u.P| uB@/7^L!K"3Mi?ndX4 Robust foundation allows investors to measure exposure to all sources of equity returns using a single global framework.