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  • FIRST POST
    • geeovana
    • By geeovana 10th Jan 18, 9:10 PM
    • 43Posts
    • 41Thanks
    geeovana
    FTSE All-World vs. FTSE Global All-Cap
    • #1
    • 10th Jan 18, 9:10 PM
    FTSE All-World vs. FTSE Global All-Cap 10th Jan 18 at 9:10 PM
    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.
Page 1
    • Linton
    • By Linton 10th Jan 18, 9:35 PM
    • 9,392 Posts
    • 9,526 Thanks
    Linton
    • #2
    • 10th Jan 18, 9:35 PM
    • #2
    • 10th Jan 18, 9:35 PM
    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%
    Last edited by Linton; 10-01-2018 at 9:38 PM.
    • Prism
    • By Prism 10th Jan 18, 9:38 PM
    • 352 Posts
    • 269 Thanks
    Prism
    • #3
    • 10th Jan 18, 9:38 PM
    • #3
    • 10th Jan 18, 9:38 PM
    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
    • By Linton 10th Jan 18, 9:40 PM
    • 9,392 Posts
    • 9,526 Thanks
    Linton
    • #4
    • 10th Jan 18, 9:40 PM
    • #4
    • 10th Jan 18, 9:40 PM
    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
    Originally posted by Prism
    Whereas my figures are for s
    • Prism
    • By Prism 10th Jan 18, 9:46 PM
    • 352 Posts
    • 269 Thanks
    Prism
    • #5
    • 10th Jan 18, 9:46 PM
    • #5
    • 10th Jan 18, 9:46 PM
    Whereas my figures are for s
    Originally posted by Linton
    I think we may have uncovered the conspiracy
    • firestone
    • By firestone 10th Jan 18, 9:59 PM
    • 246 Posts
    • 106 Thanks
    firestone
    • #6
    • 10th Jan 18, 9:59 PM
    • #6
    • 10th Jan 18, 9:59 PM
    who knew trackers were so complicated
    • geeovana
    • By geeovana 10th Jan 18, 10:20 PM
    • 43 Posts
    • 41 Thanks
    geeovana
    • #7
    • 10th Jan 18, 10:20 PM
    • #7
    • 10th Jan 18, 10:20 PM
    I have checked on trust net and you are all correct

    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
    • By Linton 10th Jan 18, 10:37 PM
    • 9,392 Posts
    • 9,526 Thanks
    Linton
    • #8
    • 10th Jan 18, 10:37 PM
    • #8
    • 10th Jan 18, 10:37 PM
    I have checked on trust net and you are all correct

    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?
    Originally posted by geeovana
    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
    • By geeovana 10th Jan 18, 10:54 PM
    • 43 Posts
    • 41 Thanks
    geeovana
    • #9
    • 10th Jan 18, 10:54 PM
    • #9
    • 10th Jan 18, 10:54 PM
    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.
    Originally posted by Linton
    Thanks Awfully.
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