ÜBER WISDOMTREE IN EUROPA
Wir sind ein auf die Platzierung und Emission von Exchange Traded Products (ETPs) spezialisierter Vermögensverwalter. Diese ETPs umfassen die WisdomTree UCITS Exchange Traded Funds (ETFs) und die Auswahl an Boost-ETPs. Unsere ersten ETFs haben wir 2006 an der Börse eingeführt, sodass viele unserer Index-Strategien über eine echte Historie von mehr als 10 Jahren verfügen. WisdomTree Investments, Inc. („WisdomTree“) hat seinen Hauptsitz in New York und Büros in London, Tokio und Toronto.
Bei WisdomTree setzen wir intelligente Methoden ein, um Wert für die Anleger zu schaffen: wir bieten Flexibilität bei Anlageformen, um den zahlreichen unterschiedlichen Handelszielen unserer Mandanten Rechnung zu tragen. Die meisten unserer ETF-Indexstrategien in Europa basieren auf proprietären „Strategic Beta“-Strukturen, jedoch bieten wir als Unternehmen auch Strategien für den klassischen Zugang zu spezifischen Märkten, wenn wir dadurch bereits bestehende Ansätze verbessern können.
WisdomTree-UCITS-ETFs
Der Schwerpunkt unserer UCITS Smart Beta ETFs liegt auf Dividendenwachstum, Equity Income, Small-Caps, Währungsabsicherung und optimierten Indizes für Rohstoffe im weiteren Sinne. Unsere Produkte sind an der Borsa Italiana, der Deutschen Börse, der London Stock Exchange und der SIX Swiss Exchange zugelassen. In unseren bekanntesten Fonds bieten wir Anlegern die Wahlmöglichkeit zwischen thesaurierenden und ausschüttenden Anteilsklassen.
Erfahren Sie mehr über unseren UCITS-Ansatz.
Boost ETNs
In Europa können Anleger Boost ETPs handeln, eine Auswahl an vollständig besicherten ETNs und börsengehandelten Rohstoffen (ETCs). Sie werden sowohl ungehebelt als auch mit 2- bis 5-fachem Hebel sowie invers angeboten. Boost hat als erste europäische Plattform 3-fach gehebelte und inverse ETPs platziert. Über diese preisgekrönten Boost-Produkte erhalten Anleger Zugang zu einer großen Auswahl an Strategien für Aktien, Rohstoffe, Anleihen sowie an alternativen- und Währungsstrategien.
Stock prices can—and do—deviate from their underlying value for many reasons. WisdomTree believes fundamentals like dividends offer more objective measures of a company’s health, value and profitability than stock price alone.
The majority of ETFs are market cap-weighted—meaning they give more weight to companies selling at higher prices than those offering stronger fundamentals. WisdomTree’s dividend-weighted methodology is designed to magnify the effect dividends have on risk and return characteristics.
Dividends and dividend stocks have historically outpaced inflation*, and offer the potential for income, income growth and capital appreciation. In our opinion, dividends can provide many benefits—regardless of the market direction. And weighting by the Dividend Stream® can magnify the effect dividends have on performance.**
WisdomTree was the first investment manager to weight by the Dividend Stream. We do this to provide higher income and growth potential to investors. In the chart below, Professor Jeremy Siegel demonstrates the power of dividends by breaking the S&P 500 Index into dividend yield quintiles and tracking the growth of $1000 from 31 December 1957 to 31 December 2015. Not only did the stocks with the highest dividend yields more than triple the growth of the S&P over that time, they outperformed the stocks with the lowest dividend yields by nearly 600%.
Average Annual Total Returns, 1957-2016. Each stock in S&P 500 is ranked from highest to lowest by dividend yield on 31 December of every year and placed into "quintiles", baskets of stocks, with 100 stocks in each basket. The stocks in the quintiles are weighted by their market capitalisation. The dividend yield is defined as each stock's annual dividends per share divided by its stock price as of 31 December of that year.
*Professor Jeremy Siegel is a registered representative with Foreside Funds Service, LLC. Past performance is not indicative of future results.
Source: Kenneth French Data Library, with data as of 31/12/2015
You cannot invest directly in an index. Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the index. Index performance assumes reinvestment of dividends but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions could reduce returns. Past performance is not indicative of future results. Source: Siegel, Jeremy, Future for Investors (2005), with updates to 2012. Each stock in S&P 500 Index is ranked from highest to lowest by dividend yield on December 31st of every year and placed into "quintiles," baskets of 100 stocks in each basket. The stocks in the quintiles are weighted by their market capitalization. The dividend yield is defined as each stock's annual dividends per share divided by its stock price as of December 31st of that year. The S&P 500 Index is a capitalisation-weighted index of 500 stocks selected by the Standard & Poor's Index Committee designed to represent the performance of the leading industries in the United States economy.
*Source: WisdomTree US Bureau of Labour, the S&P 500 31/12/1957 - 31/12/2015
**Dividend Stream is defined as the sum of the cash dividends of all the constituents within the index, which constituent weights determined by each firm’s proportionate contribution to this aggregate number. Payment of dividends does not remove market risk and the potential for principal loss; a company may discontinue or reduce payment of dividends at any time.
In this hypothetical example, the dividend-weighted portfolio generates approximately 30% more dividend income and almost 1% of additional dividend yield than the market cap-weighted option. What's more—it did this using the same three stocks and the same initial investment.
1 Market capitalisation is calculated by multiplying a company's shares outstanding by the current market price of one share.