Vad är en globalfond? | Nordnet Academy

Summary

The 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.