Portfolio Solutions with iShares ETFsWe have constructed two different scenarios for gaining international exposure using the iShares listed on the ASX, which you can customise for your specific needs. Consider these solutions as an all-in-one implementation idea or as a starting point for building a portfolio. Each scenario's fund composition, sector and country exposure and performance characteristics are displayed below. |
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Composition 50% iShares S&P 500 Fund 50% iShares MSCI EAFE Fund Performance Monthly Returns (%) as at 30 Sept 2009 1 Yr Returns: -12.24 3 Yr Returns p.a.: -9.73 5 Yr Returns p.a.: -0.44 |
Correlations* Correlation with IVV: 0.94 Correlation with IVE: 0.96 Correlation with MSCI World ex-Australia IndexSM: 1.00 Standard Deviation* (% p.a.): 11.72 |
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Composition 47% iShares MSCI EAFE Fund 42% iShares S&P 500 Fund 11% iShares MSCI Emerging Markets Fund Performance Monthly Returns (%) as at 30 Sept 2009 1 Yr Returns: -10.16 3 Yr Returns p.a.: -8.19 5 Yr Returns p.a.: 1.47 |
Correlations* Correlation with IVV: 0.88 Correlation with IVE: 0.97 Correlation with IEM: 0.80 Correlation with MSCI World AC ex-Australia IndexSM: 0.99 Standard Deviation* (% p.a.): 11.83 |
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*From 30 April 2003 to 30 Sept 2009. Assumes no rebalance since inception. The above scenarios are provided for illustrative purposes only, and as such they do not represent investment research, investment advice, a prediction of or guarantee of future performance returns. |
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