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Franklin FTSE Korea UCITS ETF

South Korea large/mid cap equities. Passive tracker on FTSE Korea 30/18 Capped Index.

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Über den Fonds

Daten zum

Franklin Templeton is a privately owned US-based investment firm formed in 1992 after Franklin Distributors Inc acquired Templeton, Galbraith & Hansberger Ltd. The firm is one of the top global fund providers managing over US$1.6tn of assets.

The Franklin FTSE Korea UCITS ETF is a passive index solution that tracks the FTSE Korea 30/18 Capped Index using a full physical replication approach. The index is a free float-adjusted market cap index that represents the performance of large and mid cap stocks in South Korea. The weight of the largest entity is constrained to 30% and the weights of all other entities are constrained at 18%. The ETF has >150 holdings similar to the index.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

Franklin FTSE Korea UCITS ETF

Ann. Rendite (3 J.):
48.25%
Ann. Rendite (5 J.):
21.16%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
35.54%

This ETF represents passive exposure to the South Korea large/mid cap equities.

Benchmark-Renditen

Amundi MSCI AC Asia Ex Japan UCITS ETF

Ann. Rendite (3 J.):
22.18%
Ann. Rendite (5 J.):
8.25%
Ann. Rendite (10 J.):
10.16%
Ann. Standardabweichung (5 J.):
16.62%

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Equity Fund

Ann. Rendite (3 J.):
16.98%
Ann. Rendite (5 J.):
10.87%
Ann. Rendite (10 J.):
10.75%
Ann. Standardabweichung (5 J.):
12.83%

The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET™  Franklin FTSE Korea UCITS ETF  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This ETF represents passive exposure to the South Korea large/mid cap equities.

Liquidity

The ETF is listed on multiple Europe exchanges in various currencies.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-39.43%
Erholungsperiode
190 Tage

Diversifizierung

Top 10 Positionen

  • Samsung Electronics Co Ltd27.75%
  • SK hynix Inc27.70%
  • Samsung Electronics Co Ltd3.02%
  • Samsung Electro-Mechanics Co L2.77%
  • SK Square Co Ltd2.62%
  • Hyundai Motor Co2.31%
  • KB Financial Group Inc1.27%
  • Doosan Enerbility Co Ltd1.10%
  • Hyundai Mobis Co Ltd1.05%
  • Samsung SDI Co Ltd0.99%

Sektoren

  • Technology63.98%
  • Industrials9.22%
  • Financials9.02%
  • Consumer Discretionary6.66%
  • Materials2.56%
  • Health Care1.90%
  • Communications1.70%
  • Consumer Staples1.27%
  • Energy1.26%
  • Others2.42%

Geographie

  • South Korea98.17%
  • Others1.83%