SPDR MSCI World Value

ETF description

This ETF invests in global companies that are considered to be undervalued based on certain financial metrics, such as price‑to‑earnings or price‑to‑book ratios. The fund follows a value investing approach, targeting companies whose stock prices are lower compared to their fundamental worth, with the expectation that their value may be recognized over time. The fund offers exposure to a broad range of industries and sectors across different regions, providing diversification within the global stock market.

This ETF may appeal to investors who believe in the long‑term potential of value stocks, who are seeking exposure to companies that are seen as financially strong but temporarily underpriced by the market.

Issuer details

SPDR ETFs (Standard & Poor’s Depositary Receipts), managed by State Street Global Advisors, are among the largest and most recognized ETFs in the world, with over $1 trillion in assets under management as of June 2024. SPDR offers a broad range of ETFs covering various market segments, including equities, fixed income, sector‑specific funds, commodities, and ESG (Environmental, Social, Governance) investments. Launched in 1993 with the SPDR S&P 500 ETF (SPY), the first ever ETF, SPDR ETFs are known for their strong emphasis on liquidity, transparency, and robust research and analysis. Notable ETFs in their lineup include the SPDR S&P 500 ETF (SPY), SPDR Gold Shares (GLD), and SPDR Bloomberg Barclays High Yield Bond ETF (JNK), reflecting SPDR’s commitment to providing diverse and high‑quality investment options to meet the needs of various investors.

Index details

The MSCI World Value index provides investors with targeted exposure to large and mid‑cap companies across developed markets that exhibit value characteristics. By focusing on companies perceived as undervalued based on fundamental metrics, the index aims to capture the benefits of value investing on a global scale.