Amass eternal wealth for future generations with a single ETF investment.
Investing in the Global Economy with the SPDR MSCI ACWI IMI UCITS ETF
The SPDR MSCI ACWI IMI UCITS ETF (WKN: A1JJTD) is a popular exchange-traded fund (ETF) that offers investors a simple and hassle-free way to gain exposure to the global economy. This ETF is designed to replicate the performance of the MSCI ACWI Investable Market Index (IMI), which includes large, mid, and small-cap stocks across developed and emerging markets worldwide.
Performance
Over the past decade, investors in the SPDR MSCI ACWI IMI UCITS ETF have achieved an impressive return of 178%, with steady gains in the shorter term as well. The 1-year return is +17.46%, while over 3 years, the return is about +49.88%. Over 5 years, the return stands at approximately +78.01%, and the fund showed significant outperformance versus category peers, with a 5-year return of +15.56%.
The ETF's volatility is moderate, with annualized volatility around 13.88%, and a maximum drawdown over 5 years of about -25.27%. Tracking error is low at around 0.43%, indicating tight tracking of the index.
Why it's an Excellent Choice for Long-term Investors
The SPDR MSCI ACWI IMI UCITS ETF is an excellent choice for long-term investors due to its extremely broad diversification. It covers approximately 8,400 stocks globally across 47 countries, representing 99% of the investable global equity market by value. The inclusion of small-cap stocks (unlike the standard MSCI ACWI which excludes them) improves coverage and diversification, reducing concentration risk.
The low expense ratio of 0.17% keeps costs minimal, enhancing net returns over time. Being physically replicated and UCITS-compliant, it provides transparency, regulatory oversight, and ease of trading. Historical performance has demonstrated strong growth with acceptable volatility, suitable for investors with a long-term horizon who want global equity exposure with growth potential.
A Comprehensive Solution for Global Market Exposure
The SPDR MSCI ACWI IMI UCITS ETF is a comprehensive solution for those who want to invest broadly in the global economy. It covers approximately 95% of the global market capitalization, making it a well-rounded investment option. With its low cost, broad diversification, and strong track record, it is likely a better option than 99% of offers on the market for long-term investors.
In conclusion, the SPDR MSCI ACWI IMI UCITS ETF is a broadly diversified, cost-efficient, and well-performing global equity ETF, making it an excellent core holding for long-term investors seeking global market exposure, including both developed and emerging markets as well as a full range of company sizes.
[1] Morningstar [2] Bloomberg [3] FTSE Russell [4] MSCI
Personal finance enthusiasts might find the SPDR MSCI ACWI IMI UCITS ETF an appealing investment, offering exposure to the global economy while diversifying their personal-finance portfolio across developed and emerging markets. Long-term investors specifically may benefit from its broad diversification, low expense ratio, and impressive historical performance.
