Msci world it te

Screening Filters

1. Theme: Global Equities / MSCI World

   • Purpose: To focus on funds that track, or closely mirror, the MSCI World index and global developed-market equities.
   • Rationale: The user’s query “Msci world it te” is almost certainly referring to MSCI World ETF (slight typing errors). By selecting:
     • Global Equities: we restrict to funds that invest broadly across global stock markets.
     • MSCI World: we specifically target products benchmarked to, or explicitly aligned with, the MSCI World index.
       Together, these themes ensure the results are MSCI World–style global equity products, not regional or sector-specific funds.

2. stock_position_pct: MoreThan90Pct

   • Purpose: To include only funds that invest at least 90% of their assets in equities.
   • Rationale: An MSCI World ETF is expected to be a pure equity product, not a mixed-asset or bond-heavy fund. This filter:
     • Excludes balanced or multi-asset funds that only partially hold stocks.
     • Keeps funds that are genuinely tracking or closely replicating an equity index like MSCI World.

3. expense_ratio: max 0.5

   • Purpose: To limit results to relatively low-cost funds (expense ratio ≤ 0.50%).
   • Rationale: MSCI World ETFs are typically used as core, long-term holdings, where fees matter a lot. By capping the expense ratio:
     • You avoid expensive active or niche products that happen to have a “global” or “world” label.
     • You focus on cost-efficient index trackers, which is normally what investors mean when they ask for “MSCI World ETF”.

4. inception_date: max 2023-01-01

   • Purpose: To include only funds that started on or before 1 January 2023, i.e., with some operating history.
   • Rationale: When searching for an MSCI World ETF, investors usually prefer:
     • A fund with a proven track record and sufficient assets/liquidity.
     • Avoiding very new launches that may have limited trading volume or uncertain tracking quality.
       This filter steers you toward more established MSCI World products.

Why Results Match

• The MSCI World / Global Equities themes ensure all candidates are globally diversified equity funds aligned with the MSCI World concept.
• The >90% equity allocation guarantees the products are genuine equity index trackers rather than mixed-asset funds.
• The low expense ratio focuses the search on the kind of low-cost MSCI World ETFs typically used as core holdings.
• The inception date cutoff favors more established ETFs, which is usually preferable for liquidity, stability, and tracking reliability.