iShares MSCI Peru and Global Exposure ETF
0
Funds holding %
of 6,810 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
18.5% more ownership
Funds ownership: 30.69% [Q2] → 49.18% (+18.5%) [Q3]
11% more capital invested
Capital invested by funds: $36.4M [Q2] → $40.4M (+$3.95M) [Q3]
10% more funds holding
Funds holding: 29 [Q2] → 32 (+3) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for EPU.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
EPU: Has The Peru Rally Lost Steam?
Peru's stock market has outperformed regional peers, despite economic challenges, and equities remain reasonably valued. The economy is poised for substantial recovery in 2025, with recent GDP growth hitting its highest since Q1, 2022. Despite a 40% market run in the past year, future economic developments are not fully priced in, making it a good hold.
Neutral
Seeking Alpha
3 months ago
Highest And Lowest Country ETF Dividend Yields
US equities have outperformed the rest of the world for a long time now. While the US is up 58% on a total return basis during the current bull market, the rest of the world is up 13.5 percentage points less at +44.5%. Looking at the international dividend ETF over a longer time frame, over the last five years, it's up 20.6% in price and more than double that on a total return basis.
Positive
Seeking Alpha
5 months ago
EPU: A Copper Play When The Time Is Right
Peru offers macroeconomic stability with strong fundamentals and growth potential, supported by new mining projects and structural reforms. iShares MSCI Peru ETF provides targeted exposure to Peru's resource-driven growth, with top holdings in the financial and materials sectors. EPU outperformed competing ETFs this year, but its concentration in top holdings poses risks if commodity prices drop or Peru's economic situation worsens.
Positive
Zacks Investment Research
7 months ago
Peru ETF (EPU) Hits New 52-Week High
Investors seeking momentum may have iShares MSCI Peru and Global Exposure ETF EPU on radar now. The fund recently hit a new 52-week high.
Positive
Seeking Alpha
7 months ago
EPU: Peru Benefits From Copper Bull Market
The iShares MSCI Peru and Global Exposure ETF is heavily focused on copper-related stocks. Copper prices have been rising due to supply issues, benefiting companies like Southern Copper and driving the performance of the EPU ETF. The strength of copper also supports the Peruvian Sol, mitigating the impact of rate cuts on financial businesses like Credicorp.
Positive
Zacks Investment Research
9 months ago
Copper Minig ETFs at All-Time Highs: Here's Why
The price of copper is rallying and helping mining stocks higher.
Positive
Zacks Investment Research
1 year ago
Copper Prices to Surge in 2024? Likely ETF Beneficiaries
Copper prices are poised to surge by more than 75% in the next two years, primarily due to disruptions in mining supply chains and a growing demand for the metal, per a report by BMI, as quoted on CNBC.
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