Fumana I-Index Yomhlaba Wonke Eyaziwayo
I-ACWI iphuhliswa kwaye igcinwe nguMorgan Stanley Capital International (MSCI) - umboneleli okhokelayo lwezixhobo zokuxhasa izigqibo zotyalo-mali kubathengi abavela kwizicwangciso ezinkulu zempesheni kwizicwangciso zemali.
Uninzi lweemali- ntengiso-ntengiso (ETFs) zisebenzisa ezi ntlukwano njengesizathu sokubamba kwazo, okwenze ukuba isichazizwi sibe semali kwiimarike zemali.
Kule nqaku, siza kujonga kwi-ACWI kunye nendlela abatyali-mali behlabathi abasetyenziselwa ngayo inkcazo yamashishini adumile ngexesha lokuthengisa kwabo yonke imihla.
Kutheni abatyala imali bebenzisa i-ACWI
Abatyalomali basebenzisa i-MSCI Yonke Izwe Yehlabathi Index (ACWI) ngeendlela ezahlukeneyo. Okokuqala, i-ACWI inikezela ngendlela elula kwaye enokulinganisela ukuba abatyali-mali bahluke ngokubanzi. Abatyalomali bamaziko banokulinganisa iibhenkethi ezibhekiselele, ukulinganisa iindleko zekhaya, nokuqinisekisa iipotifoliyo ezihlukeneyo, ngelixa abatyali-mali ngabanye bangathengisa ukuhlukahluka kweengxowa-mali ezixhomekeke kwi-ACWI.
Okwesibini, abatyala-mali beziko bavame ukusebenzisa i-ACWI njengendlela yokubeka iiphothifoliyo zabo. Ngokomzekelo, imali yengxowa-mali ingaba negunya ekutshilo ukuba kufuneka ibe ngamazwe ahlukeneyo. Ukubambisa kwabo kufaniswa ne-ACWI ukuze kuqinisekiswe ukuba bahlangabezana naleyo njongo.
Abatyalomali ngabanye bangasebenzisa amanqaku afanayo okuthelekisa iimali ezahlukileyo ukuze babone ukuba yiyiphi enye inika ingxelo engcono yokubuyisela ingozi.
Uhlobo oluphambili lwe-ACWI
UMasipala waseMorgan Stanley Capital (MSCI) usebenzisa ubuninzi beendlela ezahlukeneyo zeNkcazo yeLizwe leLizwe lonke (ACWI). Ukukhetha ukuhluka okufanelekileyo kuxhomekeke kwimeko.
Ngokomzekelo, umtyalo-zimali wase-United ukhangele ukuba ahluke kwii-stocks zamazwe ngamazwe angathanda ukhetho lwe-index yase-US ye-index ye-popular, ekubeni sele sele echazwe kuma-US equities.
Iintlobo ezintathu ezithandwa kakhulu zi:
- I-MSCI I-ACWI IMI - I-Index ye-Investment Index ibandakanya iimali ezi-9,000 ezinqununu kwiinqununu ezinkulu, eziphakathi kunye nezincinci kunye namacandelo amanqanaba kunye namacandelo kwiimarike eziphuhlisiwe ezingama-45.
- I-MSCI ACWI Yonke iNkcazo yeCape - I-Index yonxweme iquka amasheya angama-14,000 kuquka i-large, middle, encinci kunye neyincinci encinci ivelise iimarike kunye namacandelo amakhulu, aphakathi kunye nancinci yeemarike ezikhulayo.
- Iimpawu ze-MSCI ze-ACWI Ex - Ii- indices ze -Ex zisetyenziselwa ukukhuphela amazwe athile-ngokuqhelekileyo ilizwe lekhaya lomtyalo-mali-ukusuka kwikhompyuthela, ekubeni aba batyali-mali baye bafumana ukuvezwa okukhulu kwilizwe labo.
Abatyalomali bamazwe ngamazwe kufuneka bakhethe ukuhlukahluka okuhambelana neeposfoliyo zabo ngokuqwalasela ukubonakala kwabo kwiimarike ezithile xa kuthelekiswa namazinga abo ekujoliswe kuwo. Kwimeko yabatyala-mali be-US, i-index yase-US yangaphambili iyona nto ifanelekileyo xa ikhangele ukwakha inxalenye yelizwe elikuphela kwipotifoliyo yangaphakathi.
Indlela yokuTyala imali kwi-ACWI
Indlela elula kubafaki-zimali ngabanye ukuba bafumane ukuboniswa kwiNkcazo yehlabathi yelizwe lonke (ACWI) ku-ETFs. Ababoneleli abaninzi be-ETF basebenzisa i-ACWI ngeendlela ezahlukeneyo, oku kuthetha ukuba kukho iindlela ezahlukeneyo ezikhoyo. Kodwa abathathu ababonelelekileyo ababoneleli:
- iShares MSCI ACWI Index Fund (ACWI)
- iShares MSCI ACWI yase-US Index Index (ACWX)
- I-SPDR MSCI ACWI yase-US ETF (iCWI)
Ekubeni le mali isebenzisa inqaku elifanayo, abatyali-mali kufuneka baqikelele ukulinganiswa kweendleko kunye nobutyebi xa besenza isigqibo ngokufanelekileyo. Ukulingana kweendleko kubalulekile ukuqwalasela kuba zichaphazela ngqo iingxelo zonyaka, ngelixa kubalulekile ukuba kuqwalasele ukuthengiswa kwemali, ngakumbi xa utyalomali kwixesha elifutshane elikufutshane apho kuthengiswa ngokukhawuleza kubalulekile.
Ezinye iindlela eziya ku-ACWI
Ngoxa i-MSCI yelizwe lonke i-Index (I-ACWI) ingaba yinto ethandwa kakhulu, kukho ezinye iindile ezisebenzisayo ukusetyenziswa kwehlabathi jikelele.
Ezinye iindlela ezithandwa kakhulu yi-FTSE Yonke iNkcazo Yehlabathi kunye ne-Index ye-S & P ye-World, enika ukuhlukahluka okufanayo kunye ne-ETF ezinxulumene ezininzi kunye nabatyalo-mali ngabanye ukuba batyalwe kuyo.
Ezinye ziyaziwayo zonke i-ETFs zehlabathi zisebenzisa ezi ntlukwano kunye nabanye ziquka:
- I-FTSE Yonke ihlabathi kwi-ETF yase-US (i-VEU)
- I-Total World Index Index ETF (VT)
- IS & N Global Index Index (IOO)
- I-Vanguard FTSE Wonke umhlaba kwi-US Small Cap ETF (VSS)
- I-Vanguard Iyonke ye-International Stock ETF (VXUS)
Amaphuzu athathweyo
- Abatyalomali abakhangela ukudala iifotfoliyo zeevenkile ezahlukahlukeneyo baya kuba nzima ukufumana isisombululo esiphezulu kune-MSCI All Index Index.
- Kukho ii-ETF ezininzi ezahlukeneyo ezingasetyenziselwa ukufumana ukuboniswa kwe-MSCI All Index Index kunye namazinga ahlukeneyo endleko.
- Abatyalomali banokufuna ukuqwalasela iindlela ezininzi ezithandwayo kwi-Index ye-MSCI Yonke Yehlabathi, kubandakanywa iintlobo ze-FTSE kunye ne-S & P.