4 0 obj 500 Rs. %PDF-1.4 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. >> 0000341084 00000 n %%EOF 7cq4Y+-P$OR*gNM7$bp/N8 3o!Fp/[axl IKL9?qjh. x1#SScH jA>9~r`Jc+#Z eZ|20jV0Y'Y$/-hY|VKQId;t3yZ~,FOfLO;rQ%NRCQyrV6}2%Li,L]]=k@g,WO/SX}r}K }5C/ >hUc6'XY#7^;+W5ul,}3Z~d4Hh.aZL mC y7E0zU 0000011949 00000 n 0]`wpN#|,@)`e2B3(9| 0000021114 00000 n 0000341483 00000 n 0000340398 00000 n endstream 5Jd;-_RD%S]nA^G <> 0000345872 00000 n 798 0 obj <> endobj 0000137759 00000 n With 2,888 constituents, the index covers approximately 85% of the global investable equity opportunity set. @Q5=wDn4%s L=iQ{W^XQHvX9T >> Pu'2&Tx0X,L|Qo/0$.OB1Bx@@pb)BPA'7Z'vn%6[&o{h:eV_uli%Ng8x!"29J:V-5@! SU vcmch(0lg'][H'U,CYW`4~z#_7!8QbEWO;l _e6_aiobkx|?xO!P+(wFAYxE^ 0000031070 00000 n NydO@3L1JOAK^]]4YYg'wg?xjr//_KoKO|_|qz!4uhNo9A|Aj|5z/VNOVS&'Lxz}pRGvTOok-30SiO[}RljCqmCLe. endobj Discover how Sustainable Index Solutions can help you, Stay up-to-date with key investment themes. 0000014203 00000 n 0000342054 00000 n endobj fess through December 31, 2023. /Creator (MSCI Fact Sheet Generator V2) 837 0 obj <>stream 0000021829 00000 n 0000203917 00000 n Annual report 2017: en. >> 0000054896 00000 n Equities ETF on the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped with Developed Markets 100% hedged to USD Index > ISIN IE00BDR55703 > Currency: USD . The MSCI All Country World ex. 0000340760 00000 n <>/XObject<>>>/Parent 7 0 R/MediaBox[0 0 612 792]>> 0000223303 00000 n MSCI ACWI Index 0000137935 00000 n p-&S%:tEJ$;D#vR@z 8[LJpFv;,-Wr;_!d+7gn_\Md._8gIq7nEQrl\.dQ3#wu}UuCW:]>Rp^~, ca,6Jzp*dqS(&2*a*8= ~.Qhh#`uER:fOd9u c?tg V0Z*F 8[+`X[QLaw*BUO1u-p g{< 5 0 obj 2018 2020 1.34 31 March 2023 INVESTMENT OBJECTIVE AND STRATEGY MUA General Fund is an open-ended mutual fund constituted under the MUA Unit Trust and . However, these indexes use either the Emerging Markets or the Frontier Markets methodological criteria concerning size and liquidity. The index is built using MSCIs Global Investable Market Index (GIMI) methodology, which is designed to take into account variations reflecting conditions across regions, market cap sizes, sectors, style segments and combinations. /Producer (Apache FOP Version 1.1) 0000085363 00000 n 0000013198 00000 n 0000340323 00000 n 0000010644 00000 n MSCI Inc. - www.msci.com Subject: MSCI Index Fact Sheet Keywords: MSCI ACWI, Market cap Index Created Date: The fund is passively managed. <]/Prev 1223970/XRefStm 3958>> % gkknZClygh/&kJqTq~9M0b07B`)6L8Lu{Z_Y9x5fUA7>w +yI:b9q >> MI #~__ Q$.R$sg%f,a6GTLEQ!/B)EogEA?l kJ^- \?l{ P&d\EAt{6~/fJq2bFn6g0O"yD|TyED0Ok-\~[`|4P,w\A8vD$+)%@P4 0L ` ,\@2R 4f . ?_l) Robust foundation allows investors to measure exposure to all sources of equity returns using a single global framework. 0000003958 00000 n 0000064265 00000 n Currently the MSCI WAEMU Indexes include securities classified in Benin, Senegal, Ivory Coast and Burkina Faso. 0000156790 00000 n MSCI ACWI Index ( USD) MSCI ACWI Index (USD) | msci.com . O! Our suite of Emerging Markets Indexes is designed to offer investors a variety of choices that represent different regions, countries, size segments and sectors. 0000028675 00000 n With 2,888 constituents, the index covers approximately 85% of the global investable equity opportunity set. 0000343519 00000 n 0 2022 2021 2020 2019 2018 Fund -16.02 7.46 10.48 21.21 -14.09 -pdf- 2 0 obj O! Currently the MSCI WAEMU Indexes include securities classified in Benin, Senegal, Ivory Coast and Burkina Faso. << Investors globally are now increasingly re-evaluating the appropriate allocation framework of their equity portfolios. PDF Mua General Fund 0 5 0 obj MSCI World index decreased by 0.5%. 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. 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 endstream Annual report 2018: en. PDF iShares MSCI ACWI ETF 4 0 obj The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. "t a","H >> WCM International Small Cap Growth Fund (Managed Fund) - Associate MSCI ACWI Index E` @UXP|DjfiK1HV1Z3pM$GTXVI[:4 SnRZUYV!.Y.>y/xtBX7rYYp-\Vr[i+w}07=AG~T&J-M0XK&K|K60 /Length 10 0 R G. Brinson, L. Randolf Hood and G. Beebower. Please consult the sales restrictions relating to the products or services in question for further information. 0000129077 00000 n 0000029149 00000 n Np%p `a!2D4! O! RS GLOBAL. The MSCI Standalone Market Indexes are not included in the MSCI Emerging Markets Index or MSCI Frontier Markets Index. MSCI has developed a wide range of sector and industry indexes, across regions and countries, to support sector allocation decisions and to allow institutional investors to incorporate tactical views into their portfolios. 1 0 obj 0000343818 00000 n 0000003180 00000 n %PDF-1.4 3\?''Y 0000165106 00000 n F+s9H 0000344652 00000 n 0000023303 00000 n endobj Robust foundation allows investors to measure exposure to all sources of equity returns using a single global framework. Other markets had similar mixed results with Japanese equities performing +0.4%, whereas emerging markets declined more than 7%. . <>>>/BBox[0 0 129.6 45.42]/Length 39>>stream _SB"uX^K\R+'?nP-UaMsCFG'e\ Qbee%av**m 9vRzxE7\3 {rx U5CbU'Q6RA'%i5/FaCQ+V!%'m>;^#uJ@J4Gl[ AE3yZUg!Wqa`yS M`j@Ft hJjp;=AfkH$[tXBn^iqDq. MSCI ACWI Index 0000070813 00000 n 0000345282 00000 n stream . x][s6~w_{&q'PJc+8}eIDrkZd3~9 tgrM?OJBjO'>'/N 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 <>stream /N 3 endobj /Title (MSCI ACWI Index) PDF Investment Objective PDF iShares MSCI ACWI ex U.S. ETF - BlackRock The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. 0000242689 00000 n 0000344292 00000 n U.S. Small Cap Index increased 4.70% in a volatile first quarter of 2023. -Intensitt als der MSCI ACWI an. {{{;}#q8?\. 1Exposure to a broad range of international developed and emerging market . IShares MSCI ACWI ETF ACWI captures a majority of the global stock market with its cost-effective, market-cap-weighted portfolio. xref $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$3 v{Q\FD|y,z(%vb&; murwAkaJy3!u.P| uB@/7^L!K"3Mi?ndX4 0000344541 00000 n The iShares MSCI ACWI ETF seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities. 0000343363 00000 n 0000155275 00000 n 0000342649 00000 n 3-29VyJK65_ yo\-)AAvN04iH9%5|9:mE&^.d /Subject (MSCI Index Fact Sheet) TheMSCI All-Country WorldIndex (MSCI ACWI)is a freefloat-adjusted,market-capitalization-weighted . /Length 10 0 R ! 1The MSCI Standalone Market Indexes are not included in the MSCI Emerging Markets Index or MSCI Frontier Markets Index. 0000341334 00000 n <>stream 0000030260 00000 n 0000022577 00000 n hbbd```b``j"Z@$ y'"S7`5J^`6"%$c.v]@E3&F`] "FV %H"Hr ![EE1PL* rP+PPT/j5&uVhWt :G+MvY c0 L& 9cX& stream /DR-^>jUB 902 0 obj <>stream 0000155572 00000 n ` Oi Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without UBS's prior written permission is strictly prohibited. 0000121087 00000 n PDF Global Sustain Fund MSCI ACWI Index (USD) Index Factsheet MSCI ACWI Index (USD) The MSCI ACWI captures large and mid cap representation across 23 Developed Markets (DM) and 24 Emerging Markets(EM) countries*. 2The West African Economic and Monetary Union (WAEMU) consists of the following countries: Benin, Burkina Faso, Ivory Coast, Guinea-Bissau, Mali, Niger, Senegal and Togo. 2020 16.25 16.16 -0.09 15.70 -0.55 2019 26.60 26.99 0.39 26.48 -0.11 0000000016 00000 n 0000341237 00000 n PDF Factsheet February 2023 Objective and investment policy Key developments Covers more than 15,000 securities and includes large, mid, small and micro-cap size segments for all developed markets countries plus large, mid and small-cap size segments for emerging markets. 0000121551 00000 n PDF iShares MSCI Global Min Vol Factor ETF FACT SHEET / DECEMBER 31, 2020 All-Country Equities The inception date of the composite is December 1, 2010. Global Sustain 23 112 185 ESG Mitbewerber 4 MSCI ACWI Tonnen CO 2 e/Mio. 2 G/m)*&aQqO-Z/=Euk=l, PDF FACT SHEET / DECEMBER 31, 2020 All-Country Equities /Producer (Apache FOP Version 1.1) The West African Economic and Monetary Union (WAEMU) consists of the following countries: Benin, Burkina Faso, Ivory Coast, Guinea-Bissau, Mali, Niger, Senegal and Togo. MI #~__ Q$.R$sg%f,a6GTLEQ!/B)EogEA?l kJ^- \?l{ P&d\EAt{6~/fJq2bFn6g0O"yD|TyED0Ok-\~[`|4P,w\A8vD$+)%@P4 0L ` ,\@2R 4f Get the latest trends and insights straight to your inbox. 0000111504 00000 n 0000012923 00000 n 5 0 obj Fact Sheet Equity 30 November 2022 31 December 2022. Q4 // December 31, 2021. stream 5 0 obj !500 % B\~ ZiMX}&LCJ&;?f v}@6/pO71Gn_eFx&(u^;[t}4Tx?,:*N7L t << 0000129574 00000 n 0000340495 00000 n 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. ! endobj 0000341976 00000 n 0000340641 00000 n 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 However, these indexes use either the Emerging Markets or the Frontier Markets methodological criteria concerning size and liquidity. 1 0 obj 0000155698 00000 n F+s9H <>/XObject<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> PDF Mua General Fund xwXSsN`$!l{@ $@TR)XZ( RZD|y L0V@(#q `= nnWXX0+; R1{Ol (Lx\/V'LKP0RX~@9k(8u?yBOr y 0000022604 00000 n /Creator (MSCI Fact Sheet Generator V2) PDF iShares Currency Hedged MSCI ACWI ex U.S. ETF Discover how Sustainable Index Solutions can help you, Stay up-to-date with key investment themes. [=.;6nBC=cR{DJ]U]f/Jxi0:wH$2}? 1M~CH{O(]$]iw^K-dv>#*lNg.brw}B) Investment Philosophy . %PDF-1.7 The product described herein aligns to Article 8 . 0000337570 00000 n 4 0 obj 0000029971 00000 n endstream endobj 802 0 obj <>stream 0000027301 00000 n 0000344347 00000 n {{{;}#q8?\. The MSCI ACWI Index is a free float-adjusted market capitalisation . 0000050948 00000 n 0000341006 00000 n Investment Objectives. /Title (MSCI ACWI Index) /Producer (Apache FOP Version 1.1) >z 0000015165 00000 n PDF International Small Cap Portfolio Portfolio Highlights First Quarter 2023 1 0 obj 0000021941 00000 n 0000129504 00000 n PDF Fact Sheet 31 March 2023 MSCI ACWI UCITS ETF - State Street Global Advisors << trailer 0000020684 00000 n intensity than the MSCI ACWI through its focus on capital light businesses and exclusion of carbon-intensive sectors. >> "t a","H Using MSCI ACWI as a framework to build portfolios helps to avoid unintended bets and risks. 0000129686 00000 n % /Creator (MSCI Fact Sheet Generator V2) 2 Capital Risk: Investing involves risk including the risk of loss of capital. endobj %PDF-1.4 % 0000019876 00000 n 31 December 30 June Rs.M 571 Rs. <>/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]>> H\@}&uoA\tcb\S'Gz` |\Hn}};]3kvpM[OTCu}wt:wic|oc;_a/G_ku./i?Ct|$x:UwYH+?gcT,xHYs@VfE~e~E^17-yC~g~G`NaK%r\ {fLtz812fOaoo{=fM`6M`6M`6M`6M`6M`6l:evr6` ? ? ?U*{^EWU*{^EWU*{usSM17sSM17s3077 ~7 ~7 ~7 ~7 ~`[X,fpMex>68 v]f + endobj 762 141 endstream ?_l) Positioning vs MSCI ACWI (Representative Account) Emerg. SEMDEX -2.7% MSCI ACWI . 0000184531 00000 n PDF Fact Sheet:SPDR MSCI ACWI IMI UCITS ETF, Mar2023 0000026959 00000 n iShares MSCI Global Min Vol Factor ETF Fact Sheet as of 03/31/2023 . << MSCI ACWI Indexes offer a building block approach with a rules-based, consistent and transparent methodology. %PDF-1.6 % You can find more information under the Privacy Statement. Please see the Fund's prospectus for additional details. k=O1nJS]q>SHw(ZJN(cc1z?z\xLT:>e) ru}u`sI]{m9OrqD7xgZ$&N9q.a4D>09{A)W'dt)4!h7 6F:z;9H}I 5c6}'|]M,\ 0000004154 00000 n <>/Metadata 1685 0 R/ViewerPreferences 1686 0 R>> PDF Sundaram Global Brand Fund /Author (MSCI Inc. - www.msci.com) PDF iShares MSCI ACWI ETF - BlackRock Ai))vjJc <3`MxG$xt*EM28^Q 0000242650 00000 n 0000021492 00000 n The investment objective is to replicate the price and return performance of the MSCI ACWI ESG Universal Low Carbon Select 5% Issuer Capped with Developed Markets 100% Hedged to JPY Index Net net of fees. .=%}v# VaNAoMH{_0\_hC,En\LN)! ~B9~-&s|LtiGFm0z%Tj5=_\ K'8-Z/)g;?M-`#C'.4IG\ g-'*B==~bE[+>(?m`'"/gw%7lUTdCa?2D1OY5[&,C]}^&+X%{37 _iWk #/IKjOD:S7nK6/;qI;tE[Wm;u@S3`VQ ~0-pv1j$UgS!i e8[5f23* %%EOF WHY ACWI? startxref Effective December 31, 2019, the Fund changed its benchmark from the S&P 500 to the MSCI All Country . USD Umsatz Scope-1- und Scope-2-Emissionen 5 . &6'nvi|Gs@:~34L'vT~A_CSTgQ 0000137865 00000 n 0000223264 00000 n xwXSsN`$!l{@ $@TR)XZ( RZD|y L0V@(#q `= nnWXX0+; R1{Ol (Lx\/V'LKP0RX~@9k(8u?yBOr y F+s9H Our suite of Developed Markets Indexes is designed to offer investors a wide range of choices that reflect different regions, countries, size segments and sectors. Using MSCI ACWI as a framework to build portfolios helps to avoid unintended bets and risks. 0000343967 00000 n } 4(JR!$AkRf[(t Bw!hz#0 )l`/8p.7p|O~ Market Review. Annual report 2020: en. Determinants of Portfolio Performance. Financial Analysts Journal, July/August. 5 0 obj <> December 31, 2022 for all strategies. 6 Total count of ESG topics is higher than total number of ESG engagements Our Market Cap flagship Indexes are used by investors around the globe to define and help structure their equity allocations and portfolios. 2:tap'xR%T:h\>jfe,\&7,|QHz6M. %PDF-1.5 Benchmark consists of 50% SEMDEX, 20% MSCI ACWI and 30% yield on 10-Yr GOM Bond 2. 20 0 obj 762 0 obj <> endobj 0000071230 00000 n 0000155192 00000 n 0000019693 00000 n {{{;}#q8?\. 0000046611 00000 n rl1 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 . /N 3 European stock markets increased by nearly 2% during February, whereas American equities decreased by 2.6% during this month. 0000342500 00000 n This website uses cookies to make sure you get the best experience on our website. 0000341860 00000 n hMhAd7 hM&j&&MlPZJ+BT a~ijz 0000337531 00000 n Explore MSCIs all-new interactive heat map which captures the performance for MSCIs country indexes within the developed, emerging and frontier markets (as determined using our Market Classification Framework). Certain information contained herein (the "Information") has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and . <> rl1 Determinants of Portfolio Performance. Financial Analysts Journal, July/August. The MSCI ACWI Index provides a broad global equity benchmark to support: In 2019 MSCI increased the inclusion ratio of China A shares from 5% to 20% in the MSCI Emerging Markets Index. <>>>/BBox[0 0 129.6 45.42]/Length 39>>stream 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 . /N 3 % 0000121440 00000 n 0000340284 00000 n 0000096288 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. 0000010920 00000 n the MSCI ACWI ex. << ACWI - iShares MSCI ACWI ETF - ETF Stock Quote | Morningstar endstream endobj 803 0 obj <>stream Select your topics and use cases to stay current with our award winning research, industry events, and latest products. PDF Fact Sheet 31 December 2022 MSCI ACWI UCITS ETF - Sun Life * 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 3G. Brinson, L. Randolf Hood and G. Beebower. } 4(JR!$AkRf[(t Bw!hz#0 )l`/8p.7p|O~ endobj Fact Sheet as of 03/31/2023 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. 1Exposure to a broad range of developed and emerging market companies 2Access to the global stock market in a single fund
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