Data Lab – November 2018

November’s Portfolio Adviser Data Lab profiles the Lyxor Core Morningstar US Ucits ETF, which, at 0.04% is currently the lowest-cost offering in Europe. The underlying index that the Lyxor Core Morningstar US Ucits ETF tracks – the Morningstar US Large-Mid Cap Index  – has delivered almost identical returns to the S&P 500 and MSCI USA…

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  • November’s Portfolio Adviser Data Lab profiles the Lyxor Core Morningstar US Ucits ETF, which, at 0.04% is currently the lowest-cost offering in Europe.
  • The underlying index that the Lyxor Core Morningstar US Ucits ETF tracks – the Morningstar US Large-Mid Cap Index  – has delivered almost identical returns to the S&P 500 and MSCI USA over the past 10 years, and gives exposure to more stocks at the same time.
  • The data shows that by the end of August US equities had gathered record year-to-date ETF inflows of nearly €15bn, which is nearly 64% of all equity flows and almost greater than developed market equity ETF flows in total.

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