The investment direction aims to closely track the performance of the S&P 500 equity index, which reflects the value of shares of 500 largest US companies, serving as a key representation of the U.S. equity market. It offers investors the opportunity to participate in the growth of the U.S. equity market with a primary focus on achieving long-term capital appreciation through a diversified portfolio of U.S. equities.
Investing in the "US Equity Index" is suitable for long-term investors seeking exposure to a diversified portfolio of 500 large-cap U.S. companies. It provides cost-effective way to closely track the U.S. stock market's performance, making it an optimal choice for those aiming for market returns and preferring a passive investment approach.
The present investment object of the investment direction, allocated at 100%, is the iShares Core S&P 500 ETF (ISIN: IE00B5BMR087), chosen as one of the leading funds in its category. For more information about the fund, you can visit the fund manager's website [here] or the Morningstar analyst website [here].
Fund | iShares Core S&P 500 ETF |
---|---|
Fund manager | BlackRock Asset Management Ireland - ETF |
Launch date | 19.05.2010 |
Currency | EUR |
ISIN code | IE00B5BMR087 |
Risk indicator | 5 |
Date | 24.07.2025 |
Price | 577.66 |