Offshore Capitalist

Category Archives: ETFs

An ETF for exposure to China blue chips – iShares FTSE Xinhua China 25 (FXC)

The iShares FTSE Xinhua China 25 is an Ireland domiciled ETF that tracks the FTSE Xinhua China 25 index.
index consists 25 of the largest and most liquid Chinese stocks (Red Chips and H shares) listed and
trading on the Stock Exchange of Hong Kong (SEHK). The index is specifically designed for international
investors, combining the ease of [...]

An ETF to track global agribusiness – Powershares Global Agriculture (PSGA)

Invesco Powershares Global Agriculture is an ETF domiciled in Ireland with a principal listing on the London stockmarket. As of 17-Dec-09, the fund has delivered almost 70% performance year-to-date in US dollar terms.
The fund replicates the NASDAQ OMX Global Agriculture Index, which track the performance of the largest and most liquid companies engaged in agriculture [...]

(EEM) iShares MSCI Emerging Markets Index Chart

The previous post today looked at the underlying index of this ETF – MSCI Emerging Markets index.  The iShares ETF – EEM – tracks the index.  Online charts are more easily found for listed securities than for indices, so let’s look at the MarketWatch chart of EEM.
Of interest is the very strong fall through the [...]

An index-tracker for European high yield stocks

The investment objective of iShares DJ Euro STOXX Select Dividend is to provide investors with a total return, taking into account both capital and income returns, which reflects the return on the high dividend paying equity securities of the EMU.
iShares DJ Euro STOXX Select Dividend aims to track the Dow Jones EURO STOXX® Select Dividend [...]

Active versus Passive in European Property

A fund mentioned on Offshore Capitalist recently is the Insinger de Beaufort Real Estate Equity Fund which invests in the shares of European REITs and real estate companies.
The objective of the fund is to generate superior risk-adjusted returns, by reducing the volatility and protecting the downside using shorts and derivatives.  In other words, it’s not [...]

A Closer Look At Global Property Markets

Indices make a useful way to track market sectors.  Property is one example.  The FTSE EPRA/NAREIT Global Real Estate Index Series is a set of indices that let investors keep track of different regions of the global property market.
(EPRA = European Puplic Real Estate Associateion.  NAREIT = National Association of Real Estate Investment Trusts.)
Conveniently, many [...]

An ETF for tracking the VIX index

iPath S&P 500 VIX Short-Term Futures ETN (NYSE: VXX)
The S&P 500 VIX Short-Term Futures™ Index TR is designed to provide access to equity market volatility through CBOE Volatility Index® the “VIX Index” futures.
Specifically, the S&P 500 VIX Short-Term Futures™ Index TR offers exposure to a daily rolling long position in the first and second month [...]

Gold Trackers In Europe

ETF, ETC, T-ETC, ETN Or Certificate?
Exchange-traded product names seem designed to confuse, particularly so when it comes to commodities.
The UCITS rules for collective investment schemes, which apply to European Union member states, require a minimum level of diversification. Therefore, within the EU, a legal entity tracking a single commodity cannot be set up as a [...]

Global ETF Assets Under Management Hit All Time

Latest Data From the ETF Research and Implementation Strategy Team at Barclays Global Investors Reveals Global ETF Assets Have Been Pushed to an All Time High of US$891 Bn at End August 2009, Driven by Emerging Market and Fixed Income ETFs
Global ETF assets have hit an all time high of US$891 Bn at the end [...]

  • Welcome to Offshore Capitalist

    Do dramatic financial headlines every day drive you crazy? Forget them! Drop by Offshore Capitalist every now and then to catch the useful stuff.