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Xtrackers LPX Private Equity Swap UCITS ETF

Global listed private equity stocks. Passive tracker on LPX Major Market Listed Private Equity Index. Concentrated exposure.

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Über den Fonds

Daten zum

Xtrackers is the branding of the ETF and ETC business from DWS Group, a German-based global asset management company. DWS was originally Deutsche Bank’s asset management business and was spun off via IPO in 2018, though Deutsche Bank still holds majority shares in DWS. DWS manages over 1tn EUR of assets with majority from Germany and EMEA. The Xtrackers products are part of the passive investment solution offerings that comprise 1/3 of the overall assets.

The Xtrackers LPX Private Equity Swap UCITS ETF is a passive index solution that tracks the LPX Major Market Listed Private Equity Index using a synthetic swap replication approach. The index is designed to represent the global performance of the 25 most highly capitalised and liquid listed private equity companies, with diversification across regions, private equity investment styles, financing styles and vintages. Index constituents are weighted by free-float adjusted market cap and the top component has a 15% cap.

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

Xtrackers LPX Private Equity Swap UCITS ETF

Ann. Rendite (3 J.):
12.70%
Ann. Rendite (5 J.):
—
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
—

This ETF represents passive exposure to top 25 private equity-related businesses from primarily developed markets equities.

Benchmark-Renditen

SPDR MSCI All Country World UCITS ETF

Ann. Rendite (3 J.):
22.50%
Ann. Rendite (5 J.):
11.44%
Ann. Rendite (10 J.):
12.76%
Ann. Standardabweichung (5 J.):
14.46%
Link zum Fonds-FairSheet

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Equity Fund

Ann. Rendite (3 J.):
20.42%
Ann. Rendite (5 J.):
9.89%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
15.01%
Link zum Fonds-FairSheet

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™  Xtrackers LPX Private Equity Swap UCITS ETF  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This ETF represents passive exposure to top 25 private equity-related businesses from primarily developed markets equities.

Liquidity

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

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-28.41%
Erholungsperiode
— (noch im Drawdown)

Diversifizierung

Top 10 Positionen

  • Keine Top-Positionen-Daten—

Sektoren

  • Keine Sektor-Daten—

Geographie

  • Keine Geo-Daten—