TER
0,35% p.a.
Distributiebeleid
Accumulerend
Replicatie
Volledige replicatie
Fondsgrootte
2 m
Bedrijven
139
Overzicht
Verhandel deze ETF bij je broker
Beschrijving
The WisdomTree Europe Equity UCITS ETF CHF Hedged Acc seeks to track the WisdomTree Europe Equity (CHF Hedged) index. The WisdomTree Europe Equity (CHF Hedged) index tracks European stocks. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance). The index is a fundamentally weighted index. Currency hedged to Swiss Francs (CHF).
Documenten
Grafiek
Basis
Data
| Index | WisdomTree Europe Equity (CHF Hedged) |
| Investeringsfocus | Aandelen, Europa, Dividend |
| Fondsgrootte | EUR 2 m |
| Totale kostenratio (TER) | 0,35% p.a. |
| Replicatie | Fysiek (Volledige replicatie) |
| Juridische structuur | ETF |
| Strategierisico | Langdurig |
| Duurzaamheid | Yes |
| Valuta van het fonds | CHF |
| Valutarisico | Valuta gedekt |
| Volatiliteit 1 jaar (in EUR) | 13,33% |
| Oprichtingsdatum/Noteringsdatum | 2 februari 2016 |
| Distributiebeleid | Accumulerend |
| Distributiefrequentie | - |
| Vestigingsplaats van het fonds | Ierland |
| Fondsaanbieder | WisdomTree |
| Fondsstructuur | Open-ended Investment Company (OEIC) |
| UCITS-conformiteit | Yes |
| Administrateur | State Street Fund Services (Ireland) Limited |
| Beleggingsadviseur | WisdomTree Management Ltd |
| Bewaarbank | State Street Custodial Services (Ireland) Limited, Dublin 2 |
| Revisiebedrijf | Ernst & Young |
| Einde belastingjaar | 31 december |
| Vertegenwoordiger van Zwitserland | Société Générale, Paris, Zweigniederlassung Zürich |
| Zwitserse uitbetalende instantie | Société Générale, Paris, Zweigniederlassung Zürich |
| Duitsland | 30% belastingvermindering |
| Zwitserland | ESTV Reporting |
| Oostenrijk | Belastingrapportagefonds |
| UK | UK-rapportage |
| Indextype | Totale rendementsindex |
| Swap tegenpartij | - |
| Collateral manager | State Street Custodial Services (Ireland) Limited |
| Effectenlening | No |
| Tegenpartij die effecten uitleent |
Vergelijkbare ETF
In dit gedeelte vind je informatie over andere ETF met een vergelijkbare beleggingsfocus als de WisdomTree Europe Equity UCITS ETF CHF Hedged Acc
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Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.
Bedrijven
Hieronder vind je informatie over de samenstelling van de WisdomTree Europe Equity UCITS ETF CHF Hedged Acc
Top 10 holdings
Weging van top 10-holdings
van 139
41,62%
| Banco Bilbao Vizcaya Argentaria SA | 7,79% |
| Stellantis NV | 5,55% |
| ASML Holding NV | 4,49% |
| Siemens AG | 4,30% |
| Deutsche Telekom AG | 3,79% |
| Banco Santander SA | 3,40% |
| Sanofi | 3,39% |
| L'Oréal SA | 3,07% |
| LVMH Moët Hennessy Louis Vuitton SE | 3,01% |
| DE007100000 | 2,83% |
Vanaf 27/09/2024
Prestaties
Rendementsoverzicht
| YTD | -1,08% |
| 1 maand | -3,90% |
| 3 maanden | -1,69% |
| 6 maanden | -5,42% |
| 1 jaar | +7,22% |
| 3 jaar | +15,67% |
| 5 jaar | +45,70% |
| Since inception | +106,30% |
| 2023 | +27,28% |
| 2022 | -8,53% |
| 2021 | +28,47% |
| 2020 | -3,64% |
Maandelijks rendement in een heat map
Risico
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risico-overzicht
| Volatiliteit 1 jaar | 13,33% |
| Volatiliteit 3 jaar | 17,99% |
| Volatiliteit 5 jaar | 19,34% |
| Rendement/Risico 1 jaar | 0,54 |
| Rendement/Risico 3 jaar | 0,28 |
| Rendement/Risico 5 jaar | 0,40 |
| Maximaal waardedaling 1 jaar | -8,47% |
| Maximaal waardedaling 3 jaar | -18,64% |
| Maximaal waardedaling 5 jaar | -36,11% |
| Maximaal waardedaling sinds aanvang | -36,11% |
Voortschrijdende volatiliteit over 1 jaar
Beurs
Beursnoteringen
| Beursnotering | Handelsvaluta | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| SIX Swiss Exchange | CHF | HEDD | HEDD SW | HEDD.S | KCG |
Meer informatie
Andere ETF met vergelijkbare beleggingsfocus
| Naam fonds | Fondsgrootte in €m (AuM) | TER p.j. | Distributie | Replicatiemethode |
|---|---|---|---|---|
| SPDR S&P Euro Dividend Aristocrats UCITS ETF (Dist) | 922 | 0,30% p.a. | Distribueren | Volledige replicatie |
| iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) | 778 | 0,28% p.a. | Distribueren | Sampling |
| iShares Euro Dividend UCITS ETF | 748 | 0,40% p.a. | Distribueren | Volledige replicatie |
| iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 457 | 0,32% p.a. | Distribueren | Volledige replicatie |
| iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 365 | 0,32% p.a. | Distribueren | Volledige replicatie |
Nieuwste artikelen
Veelgestelde vragen
What is the name of HEDD?
The name of HEDD is WisdomTree Europe Equity UCITS ETF CHF Hedged Acc.
What is the ticker of WisdomTree Europe Equity UCITS ETF CHF Hedged Acc?
The primary ticker of WisdomTree Europe Equity UCITS ETF CHF Hedged Acc is HEDD.
What is the ISIN of WisdomTree Europe Equity UCITS ETF CHF Hedged Acc?
The ISIN of WisdomTree Europe Equity UCITS ETF CHF Hedged Acc is IE00BYQCZT11.
What are the costs of WisdomTree Europe Equity UCITS ETF CHF Hedged Acc?
The total expense ratio (TER) of WisdomTree Europe Equity UCITS ETF CHF Hedged Acc amounts to 0,35% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.
Is WisdomTree Europe Equity UCITS ETF CHF Hedged Acc paying dividends?
WisdomTree Europe Equity UCITS ETF CHF Hedged Acc is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.
What's the fund size of WisdomTree Europe Equity UCITS ETF CHF Hedged Acc?
The fund size of WisdomTree Europe Equity UCITS ETF CHF Hedged Acc is 2m Euro. See the following article for more information about the size of ETFs.
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Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing).