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Upturn AI SWOT - About
iShares MSCI Peru ETF (EPU)
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Upturn Advisory Summary
04/01/2025: EPU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 43.59% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 134973 | Beta 1.1 | 52 Weeks Range 35.94 - 45.47 | Updated Date 04/2/2025 |
52 Weeks Range 35.94 - 45.47 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Peru ETF
ETF Overview
Overview
The iShares MSCI Peru ETF (EPU) seeks to track the investment results of the MSCI All Peru Capped Index, providing exposure to Peruvian equities. It primarily invests in companies domiciled in Peru, across various sectors, reflecting the performance of the Peruvian stock market. The ETF uses a representative sampling strategy to achieve its investment objective.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a long track record of offering diverse and reliable investment products.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs and passive investment strategies, with a dedicated team focused on index tracking and portfolio management.
Investment Objective
Goal
To track the investment results of the MSCI All Peru Capped Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the MSCI All Peru Capped Index through a representative sampling strategy.
Composition The ETF holds a basket of Peruvian stocks, with significant exposure to the materials, financials, and consumer staples sectors, reflecting the composition of the underlying index.
Market Position
Market Share: EPU holds a significant portion of the ETF market focusing on Peruvian Equities.
Total Net Assets (AUM): 71740680
Competitors
Key Competitors
Competitive Landscape
The competitive landscape for Peru-focused ETFs is very limited as the iShares MSCI Peru ETF (EPU) effectively holds this niche segment. The ETF offers comprehensive exposure to the Peruvian equity market. While there are other methods to access Peruvian equities, EPU provides a convenient and diversified approach. EPU's main risk is the limited nature of the Peruvian stock market which means it isn't as diversified as broader emerging markets ETFs. Given that it is the sole ETF that tracks this index, EPU is generally the preferred option for investors seeking focused exposure to Peru.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires historical performance data of the MSCI All Peru Capped Index.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
Average trading volume data needs to be retrieved from financial data providers to assess liquidity.
Bid-Ask Spread
Bid-ask spread data needs to be retrieved from financial data providers to understand the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators in Peru, commodity prices (especially metals), political stability, and global market conditions can significantly impact the ETF's performance.
Growth Trajectory
Growth depends on the performance of Peruvian equities and any adjustments to the underlying index composition, as well as investor sentiment towards emerging markets.
Moat and Competitive Advantages
Competitive Edge
The iShares MSCI Peru ETF benefits from being one of the primary ETFs providing focused exposure to the Peruvian equity market, giving it a first-mover advantage and brand recognition. Its affiliation with BlackRock lends credibility and trust among investors. The ETF's relatively liquid trading volume allows for easier entry and exit for institutional and retail investors alike. Its comprehensive tracking of the MSCI All Peru Capped Index offers investors direct and diversified access to the Peruvian economy. This focus on a specific country differentiates it from broader emerging markets ETFs.
Risk Analysis
Volatility
Volatility data requires historical price analysis.
Market Risk
The ETF is subject to market risk associated with Peruvian equities, including currency risk, political risk, and economic instability in Peru. Concentration in certain sectors like materials may amplify these risks.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking targeted exposure to the Peruvian equity market for diversification purposes or to capitalize on growth opportunities in Peru.
Market Risk
The ETF is suitable for investors with a higher risk tolerance who are comfortable with emerging market investments. It may be used by both long-term investors seeking geographic diversification and active traders looking to capitalize on short-term market movements in Peru.
Summary
The iShares MSCI Peru ETF (EPU) offers a focused investment in the Peruvian equity market, tracking the MSCI All Peru Capped Index. Managed by BlackRock's iShares, it provides a convenient way to gain exposure to Peruvian companies. However, it comes with risks associated with emerging markets, including political and economic uncertainties. The ETF's performance is influenced by Peru's economic growth, commodity prices, and global market conditions. While it benefits from limited competition in its niche, investors should carefully consider their risk tolerance and investment objectives before investing.
Similar Companies
Sources and Disclaimers
Data Sources:
- iShares official website
- MSCI index data
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Peru ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. A significant portion of the index is represented by securities of companies in the financials and materials industries or sectors. Companies with economic exposure to and/or carry out the majority of their operations in Peru may include companies organized, listed, or with significant operations in developed countries. The fund is non-diversified.
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