FTSE All-World vs. FTSE Global All-Cap

geeovana

Evening,

Can anyone help my understand why the FTSE All-World had such great YTD performance (24%) vs other vanguard funds such as the FTSE Global All-Cap (13%).

The major difference I can see is that the FTSE All-World excludes small Caps.

Linton

Where did you get your data from? According to the sources I have checked the FTSE All-World, FTSE World and FTSE Global All Cap are all very similar at around 12-13%.

PSSorry, that's for the last 12 months.

YTD the FTSE All World is around 2.44%, not 24%

Prism

The FTSE Global All Cap was up 24.4% last year whereas the FTSE All World was up 24.6% - both those are in USD

Maybe you looked at one in pounds and another in dollars?

Linton

Prism wrote: »

The FTSE Global All Cap was up 24.4% last year whereas the FTSE All World was up 24.6% - both those are in USD

Whereas my figures are for £s

Prism

Linton wrote: »

Whereas my figures are for £s

I think we may have uncovered the conspiracy

firestone

who knew trackers were so complicated:)

geeovana

I have checked on trust net and you are all correct :beer:

If you check Vanguard's website the FTSE All-World fund shows performance for 2017 as 23.89% for (NAV).

Or is this displaying something else?

Linton

geeovana wrote: »

I have checked on trust net and you are all correct :beer:

If you check Vanguard's website the FTSE All-World fund shows performance for 2017 as 23.89% for (NAV).

Or is this displaying something else?

If you look at the fund's Key Investor Information Document (KIID) you will see that the fund has a base currency in $'s. Now if you look at the small print on the fund's web page on the Vanguard website you will see

For ETFs, where the base currency is either Euro or US Dollar, returns may increase or decrease as a result of currency fluctuations.

So it's all your fault for not looking at all the details

I agree that it is all very confusing to a new investor, one would have hoped that Vanguard would have done better.

geeovana

Linton wrote: »

If you look at the fund's Key Investor Information Document (KIID) you will see that the fund has a base currency in $'s. Now if you look at the small print on the fund's web page on the Vanguard website you will see


So it's all your fault for not looking at all the details

I agree that it is all very confusing to a new investor, one would have hoped that Vanguard would have done better.

Thanks Awfully.