Asset Allocation: London
Exchange Traded Funds on
which the Assets RouteMap updates recommendations every month
| Assets RouteMap: ETF Research Universe | ||||||
| Exchange Traded Funds: Listed in London | ||||||
| Passive ETF | ||||||
| EPIC | Fund | Asset Class | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| IEGZ.L | Barclays Euro Government Bond (10-15 Years) | Bonds | Euro-Zone | iShares | ||
| IBCX.L | Euro Government Bond (0-30 Years) | Bonds | Euro-Zone | iShares | ||
| IBGL.L | Euro Government Bond (15-30 Years) | Bonds | Euro-Zone | iShares | ||
| IBGM.L | Euro Government Bond (7-10 Years) | Bonds | Euro-Zone | iShares | ||
| IGLT.L | FTSE UK All Stocks Gilt | Bonds | United Kingdom | iShares | ||
| IBTM.L | US$ Treasury (7-10 Years) | Bonds | United States | iShares | ||
| IGLO.L | Citigroup Global Government Bond | Bonds | World | iShares | ||
| XGBP.L | Sterling Money Market | Cash | British Pound | db x-trackers | ||
| IEGE.L | Barclays Euro Treasury Bond (0-1 Years) | Cash | Euro-Zone | iShares | ||
| IBGS.L | Euro Government Bond (1-3 Years) | Cash | Euro-Zone | iShares | ||
| XUSD.L | US Dollar Money Market | Cash | US Dollar | db x-trackers | ||
| IBTS.L | US$ Treasury 0-3 Years | Cash | US Dollar | iShares | ||
| EUN.L | DJ Stoxx 50 | Shares | Europe | iShares | ||
| XSX6.L | DJ STOXX 600 | Shares | Europe | db x-trackers | ||
| IEUT.L | FTSE Eurotop 100 | Shares | Europe | iShares | ||
| IMEU.L | MSCI Europe | Shares | Europe | iShares | ||
| XMEU.L | MSCI Europe | Shares | Europe | db x-trackers | ||
| IEUR.L | FTSE EURO 80 | Shares | Europe ex UK | iShares | ||
| IEUX.L | MSCI Europe ex UK | Shares | Europe ex UK | iShares | ||
| XESX.L | DJ EURO STOXX50 | Shares | Euro-Zone | db x-trackers | ||
| EUE.L | DJ EuroStoxx 50 | Shares | Euro-Zone | iShares | ||
| LTPX.L | Japan TOPIX | Shares | Japan | Lyxor | ||
| IJPN.L | MSCI Japan | Shares | Japan | iShares | ||
| XMJP.L | MSCI Japan (TR) | Shares | Japan | db x-trackers | ||
| ISF.L | FTSE 100 | Shares | United Kingdom | iShares | ||
| L100.L | FTSE 100 | Shares | United Kingdom | Lyxor | ||
| XUKX.L | FTSE 100 ETF | Shares | United Kingdom | db x-trackers | ||
| LFAS.L | FTSE All Share | Shares | United Kingdom | Lyxor | ||
| XASX.L | FTSE All Share (TR) | Shares | United Kingdom | db x-trackers | ||
| LIND.L | Dow Jones IA | Shares | United States | Lyxor | ||
| EQQQ.L | EQQQ | Shares | United States | PowerShares | ||
| RONP.L | ETFS Russell 1000 | Shares | United States | ETF Securities | ||
| XMUS.L | MSCI US (TR) | Shares | United States | db x-trackers | ||
| LMUS.L | MSCI USA | Shares | United States | Lyxor | ||
| LNSQ.L | NASDAQ 100 | Shares | United States | Lyxor | ||
| IUSA.L | S&P 500 | Shares | United States | iShares | ||
| XWXU.L | FTSE All-World ex UK | Shares | World | db x-trackers | ||
| IWXU.L | FTSE World ex UK | Shares | World | iShares | ||
| IWRD.L | MSCI World | Shares | World | iShares | ||
| LWOR.L | MSCI World | Shares | World | Lyxor | ||
| XMWO.L | MSCI World (TR) | Shares | World | db x-trackers | ||
| Short ETF | ||||||
| EPIC | Fund | Asset Class | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| XSSX.L | DJ EURO STOXX 50 Short | Shares | Euro-Zone | db x-trackers | ||
| XUKS.L | FTSE 100 Short | Shares | United Kingdom | db x-trackers | ||
| XSPS.L | S&P 500 Short | Shares | United States | db x-trackers | ||
| Financial Health Warning: Prices of short funds moves inversely to underlying indices, but there will be progressive under-performance depending on daily volatility. | ||||||
| Active ETF | ||||||
| EPIC | Fund | Asset Class | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| PSDE.L | Dynamic Europe | Shares | Europe | Powershares | ||
| LREU.L | FTSE RAFI Europe | Shares | Europe | Lyxor | ||
| LRZZ.L | FTSE RAFI Eurozone | Shares | Euro-Zone | Lyxor | ||
| PSDJ.L | Dynamic Japan | Shares | Japan | PowerShares | ||
| LRJPR.L | FTSE RAFI Japan | Shares | Japan | Lyxor | ||
| PSDU.L | Dynamic UK | Shares | United Kingdom | Powershares | ||
| PSRU.L | FTSE RAFI UK | Shares | United Kingdom | PowerShares | ||
| PSWC.L | Dynamic US | Shares | United States | Powershares | ||
| LRAM.L | FTSE RAFI US 1000 | Shares | United States | Lyxor | ||
| B248K47 | Dynamic Global Dev. Mkts. | Shares | World | Powershares | ||
| PSRD.L | FTSE RAFI World | Shares | World | PowerShares | ||
| Managed ETF | ||||||
| EPIC | Fund | Asset Class | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| CGT.L | Capital Gearing | All | World | Cazenove | ||
| CPE.L | Charter Pan European | Shares | Europe | Allianz | ||
| SR.L | SR Europe | Shares | Europe | Sloane Robinson | ||
| FCU.L | F&C Eurotrust | Shares | Europe ex UK | F&C Management | ||
| GEO.L | Gartmore European | Shares | Europe ex UK | Gartmore | ||
| IPE.L | INVESCO Perpetual European | Shares | Europe ex UK | INVESCO | ||
| FUT.L | JPMF Continental Europe | Shares | Europe ex UK | JP Morgan Fleming | ||
| MLE.L | Merill Lynch Greater Europe | Shares | Europe ex UK | Merill Lynch | ||
| ATST.L | Alliance Trust | Shares | UK + World | Alliance | ||
| AOT.L | Anglo & Overseas | Shares | UK + World | Deutsche Bank | ||
| BNKR.L | Bankers | Shares | UK + World | Henderson | ||
| BSET.L | British Assets | Shares | UK + World | ISIS | ||
| BUT.L | Brunner | Shares | UK + World | Allianz | ||
| FRCL.L | Foreign & Colonial | Shares | UK + World | F&C Management | ||
| GGL.L | Gartmore Global | Shares | UK + World | Gartmore | ||
| IIT.L | Independent Investment Trust | Shares | UK + World | Independent | ||
| JFG.L | JPMF Managed Growth | Shares | UK + World | JP Morgan Fleming | ||
| JPG.L | Jupiter Primadona | Shares | UK + World | Jupiter | ||
| LWDB.L | Law Debenture Corp | Shares | UK + World | Law Debenture | ||
| MAJE.L | Majedie | Shares | UK + World | Majedie | ||
| MNP.L | Martin Currie Portfolio | Shares | UK + World | Martin Currie | ||
| MYI.L | Murray International | Shares | UK + World | Aberdeen | ||
| SCAM.L | Scottish American | Shares | UK + World | First State | ||
| SCIN.L | Scottish Investment Trust | Shares | UK + World | SIT | ||
| SMT.L | Scottish Mortgage | Shares | UK + World | Baillie Gifford | ||
| SAT.L | Second Alliance | Shares | UK + World | Alliance | ||
| WTAN.L | Witan | Shares | UK + World | Henderson | ||
| ADF.L | Advance Focus | Shares | United Kingdom | Progeur | ||
| ATS.L | Artemis Alpha | Shares | United Kingdom | Artemis | ||
| BPO.L | British Portfolio | Shares | United Kingdom | Allianz | ||
| CTY.L | City of London | Shares | United Kingdom | Henderson | ||
| DIG.L | Dunedin Income Growth | Shares | United Kingdom | Aberdeen | ||
| EDIN.L | Edinburgh Investment | Shares | United Kingdom | Fidelity | ||
| EUK.L | Edinburgh UK Tracker | Shares | United Kingdom | Aberdeen | ||
| FPP.L | F&C Capital and Income | Shares | United Kingdom | F&C Management | ||
| IVI.L | INVESCO Income Growth | Shares | United Kingdom | INVESCO | ||
| LWI.L | Lowland | Shares | United Kingdom | Henderson | ||
| MRCH.L | Merchants | Shares | United Kingdom | Allianz | ||
| MUT.L | Murray Income | Shares | United Kingdom | Aberdeen | ||
| PLI.L | Perpetual Income & Growth | Shares | United Kingdom | INVESCO | ||
| PNL.L | Personal Assets | Shares | United Kingdom | Independent | ||
| STS.L | Securities Trust of Scotland | Shares | United Kingdom | Martin Currie | ||
| SHRS.L | Shires Income | Shares | United Kingdom | Glasgow | ||
| TMPL.L | Temple Bar | Shares | United Kingdom | INVESTEC | ||
| TBUK.L | Tribune (Tracker) | Shares | United Kingdom | Witan | ||
| IUK.L | UK Select | Shares | United Kingdom | Scottish Widows | ||
| VIN.L | Value & Income | Shares | United Kingdom | OLIM | ||
| EUS.L | Edinburgh US Tracker | Shares | United States | Aberdeen | ||
| JAM.L | JPMF American | Shares | United States | JP Morgan Fleming | ||
| ADU.L | Advance UK | Shares | World | Progeur | ||
| EWI.L | Edinburgh Worldwide | Shares | World | Aberdeen | ||
| ET.L | Establishment | Shares | World | BDT | ||
| MWY.L | Mid Wynd International | Shares | World | Baillie Gifford | ||
| MNKS.L | Monks | Shares | World | Baillie Gifford | ||
| RUF.L | Ruffer Investment | Shares | World | Independent | ||
| ENG.L | Taube Hodson Electric & General | Shares | World | Taube Hodson | ||
| Please note that this analysis of a general and impersonal nature, in that the advice provided is not adapted to any specific portfolio or any client's specific needs. Private investors should take professional advice as to the suitability of any recommendation. These are updated regularly on the basis of the investment mandate shown, using month end prices, expressed in US$ as a common currency for international investors as well as relative to an index of world stockmarkets. | ||||||