Vad är en globalfond? | Nordnet Academy

Nordnet Sverige
4 Dec 202303:09

Summary

TLDRThe video script explores the concept of a global fund, distinguishing between global index funds and actively managed global funds. It explains that global index funds typically consist of 70% U.S. investments, focusing on developed economies and excluding emerging markets like China and India. In contrast, actively managed funds can include emerging markets and have a higher fee. To achieve a more global portfolio, viewers are advised to consider investing in a combination of global index funds and emerging market funds, such as those following the MSCI All Country World Index.

Takeaways

  • 🌍 A global fund is more complex than just a stock fund with stocks from around the world.
  • 🗺️ Global index funds, especially those following the MSCI World Index, include only 23 developed countries, excluding emerging markets like China and India.
  • 🇺🇸 Global index funds typically have 70% of their investments in the USA, making them heavily weighted towards the US market.
  • 📈 Actively managed global funds can choose their own country allocations and are not as heavily weighted towards the USA.
  • 🏛️ 70% USA investment means 70% of the capital is on the American stock market, but this includes many international companies listed in the USA.
  • 📉 Global index funds have lower fees compared to actively managed global funds, which usually have higher fees.
  • 🧩 If you want a more globally inclusive index fund, consider those following the MSCI All Country World Index.
  • 🌟 Another approach to achieve global exposure is to combine a global index fund with an emerging markets index fund.
  • 🌐 This combination provides a more comprehensive global portfolio, including both developed and emerging markets.
  • 👍 The script explains the differences between global index funds and actively managed global funds, and how to make a global fund truly global.

Q & A

  • What is a global fund?

    -A global fund is an investment fund that holds stocks from all around the world, often tracking a global index like the MSCI World Index.

  • How many countries are typically included in a global index fund?

    -Most global index funds include around 23 developed countries, as per the MSCI World Index.

  • Do global index funds include emerging markets like China and India?

    -No, global index funds usually do not include emerging markets such as China and India, focusing instead on developed economies.

  • What is the difference between a global index fund and an actively managed global fund?

    -A global index fund tracks a specific index, often with a heavy allocation to the U.S. market, whereas an actively managed global fund can choose countries independently and may not have such a high allocation to the U.S.

  • What percentage of a global index fund is typically invested in the U.S. market?

    -A global index fund might have around 70% of its capital invested in the U.S. market, but this includes companies from all over the world listed on American exchanges.

  • Can an actively managed global fund include emerging markets?

    -Yes, some actively managed global funds may choose to include emerging markets like China and India, depending on the fund's strategy.

  • How do fees compare between global index funds and actively managed global funds?

    -Global index funds usually have lower fees compared to actively managed global funds, which often have higher fees due to the active management involved.

  • Is there an index that includes both developed and emerging markets?

    -Yes, the MSCI All Country World Index includes both developed and emerging markets, providing a more comprehensive global exposure.

  • What is a strategy to create a more global portfolio without emerging markets in the index?

    -One can invest in a global index fund that includes only developed economies and then supplement it with a separate emerging markets index fund.

  • How can investors ensure they are making informed decisions when choosing a global fund?

    -Investors should read the fund's documentation and understand its composition, strategy, and fees before investing.

  • What is the MSCI World Index, and what does it represent?

    -The MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets, representing approximately 85% of the free float-adjusted market capitalization in each developed country.

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Étiquettes Connexes
Global FundsInvestmentMSCI WorldDeveloped MarketsActive ManagementIndex FundsDiversificationEmerging MarketsPortfolio StrategyFinancial Education
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