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3隻受惠英國經濟復蘇的美股ETF

據英國最近公布的經濟數字,2020年GDP倒退了9.9%,數字是近300年來最差,不過樂觀地看,或者最壞情況正在過去,未來可以看高一線。 呢句唔係我講的,從近月英國股市和英鎊走勢反映出來。對投資英國股市有興趣,也可以透過幾隻美股ETF趁下熱鬧。

英國是全球率先注射疫苗的國家之一,進展亦都相當順利, 疫情有緩和跡象,三月有望逐步放寛防疫的禁令,所以市場普遍都認為,英國經濟快將回復過來。去年英國企業都受惠不到科技熱,今年則有望追落後。此外, 英鎊上升及脫歐問題已經明朗化,醒目的資金靜悄悄地流入了英國。

另一方面,英國的中央銀行,英倫銀行早前將今年英國增長預測由7.25%降低至5%,不過2022年的經濟預測由6.25%調高到7.25%,反映對未來經濟增長的信心。

如果大家對投資英國有興趣,在美股市場也有一些ETF可以研究, 以下是3隻規模比較大、追蹤英國股市的ETF:


圖:3隻英股ETF基本資料

1. iShares MSCI United Kingdom ETF(EWU)
追蹤MSCI英國指數,基金收費0.51%,這隻是追蹤英國股市ETF中,規模比較大的基金,管理資產約30億美元,持股量最多的股票包括消費品公司聯合利華(Unilever),阿斯利康製藥公司(AstraZeneca),大家都唔會陌生的滙豐、洋酒集團Diageo plc等。

2. Franklin Templeton ETF Trust(FLGB)
基金規模相對比較細,管理的資產大約1.6億美元,但已經是同類型基金中第二大規模,追蹤英國富士指數,基金收費0.09%。持股量最多的股票跟EWU差不多(比重不同),包括聯合利華、阿斯利康製藥公司及滙豐等。

3. iShares MSCI United Kingdom Small-Cap ETF(EWUS)
主要投資英國細公司,追蹤MSC係英國小型企業指數,資產規模大約7,000萬美元,持股量多達二百多隻,投資比重較大的股份包括英國最大地產網站Rightmove,移民英國的人應不會陌生,基金公司Intermediate Capital Group,包裝紙業公司 DS Smith 等。


圖:3隻英股ETF股價走勢(截至15/2/2021止)

今年以來,這幾隻ETF都錄得大約4%、5%的增長,近幾個月來表現都不錯,特別是投資中小型企業的EWUS,表現更加好,經濟從谷底回聲,細細隻的股份反彈力度會更加大。

結語
隨着疫苗的廣泛接種,疫情逐步受控,加上英鎊或者已經進入上升的軌道,英國以致歐洲股市都開始有資金流入。此外,去年美股受惠科技熱潮股價大升,資金也開始留意一些表現較落後的地區,英國股市的升勢會否持續要拭目以待,亦都值後留意。

(17/2/2021)

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