The BUX Breakdown | September 20th - 24th

New MSCI ETFs in the App

As you probably know, we are constantly adding new ETFs to BUX Zero. You can find out about the latest newcomers in today’s article.

The ETFs we are introducing today come from Xtrackers (in our case, ‘X’ for short). The funds are managed by a German group called DWS, which is one of the world’s leading asset managers with more than €895 billion under management. It emerged from the asset division of Deutsche Bank.

Our new ETFs replicate parts of the large MSCI World Index family. The MSCI World Index is a well-known stock index that tracks the performance of companies from 23 developed countries. There are also smaller portions of this index that focus on different sectors, such as finance, technology, or energy. Our new ETFs today follow some of these sub-indices.

Below you’ll find a brief description of the individual ETFs. For each one, we’ll list a few well-known companies included in the fund. You can also see the return of each ETF year to date. Of course, past results are not a guarantee of future results.

We’ve also included the total size of the fund. And, finally, you can see the number of companies included. Take a look at the four ETFs and click on the title to go straight to the ETF in the app.

Interested to learn more about ETFs in general? Visit our ETF Knowledge Centre.

X MSCI WORLD FINANCIALS

Would you like the world’s largest financial companies in your portfolio? Then this ETF is perfect. It allows you to invest in all of them at once. The ETF includes JP Morgan, Citigroup, Bank of America, Goldman Sachs, and BlackRock.

  • Total return as of 10/21/2021: YTD: 37.25%
  • Fund size as of October 21/2021: €948 million
  • Number of positions as of 21 / Oct / 2021: 226

X MSCI WORLD UTILITIES

This is all about global energy companies that supply us with electricity and gas. This ETF allows you to invest in the utility sector in developed countries around the world. Approximately 60% of the ETF is made up of companies from the USA such as Nextera Energy, Duke Energy and Exelon. It also includes major European suppliers like the Spanish company Iberdrola SA.

  • Total return as of 10/21/2021: YTD: 7.96%
  • Fund size as of October 21/2021: €103 million
  • Number of positions as of 21 / Oct / 2021: 84

X MSCI WORLD MATERIALS

With this ETF, you can invest in the world of chemicals, mining, and raw materials. It includes companies that process agriculture products, natural gas, crude oil, metal ores, coal, minerals, timber, or salts. Anything that works with raw materials for industrial production. Linde is one of the big names in this ETF, alongside Rio Tinto, BASF, Air LIquide, and the BHP Group.

  • Total return as of 10/21/2021: YTD: 17.57%
  • Fund size as of October 21/2021: €367 million
  • Number of positions as of 21 / Oct / 2021: 116

X MSCI WORLD INFO TECH

All the big tech giants in one ETF! With this fund, you can invest in the biggest technology companies like Apple, Microsoft, Nvidia, PayPal, Adobe, Salesforce, Cisco, Visa, MasterCard, and many more.  It’s one way to get broad exposure to the entire big-tech sector.

  • Total return as of 10/21/2021: YTD: 28.19%
  • Fund size as of October 21/2021: €1.9 billion
  • Number of positions as of 21 / Oct / 2021: 188

All views, opinions, and analyses in this article should not be read as personal investment advice and individual investors should make their own decisions or seek independent advice. This article has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is considered a marketing communication.

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