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EPU - Peru All Ishares MSCI ETF

Peru All Ishares MSCI ETF logoThe iShares MSCI Peru ETF (EPU) is an exchange-traded fund that tracks the MSCI Peru Investable Market Index. The index is designed to measure the performance of publicly traded companies that are headquartered in Peru or have a significant portion of their operations in the country. EPU provides exposure to the Peruvian equity market, which is composed of a variety of sectors such as financials, materials, energy, and consumer staples.

The fund was launched on June 23, 2009, and has an expense ratio of 0.59%. It has total net assets of approximately $364 million and invests primarily in large-cap companies with a focus on the financial, mining, and energy sectors. As of March 23, 2023, the fund had 23 holdings, with its top five holdings being Buenaventura Mining Co Inc, Credicorp Ltd, Southern Copper Corp, Ferreycorp S.A.A., and Grupo Mexico S.A.B. de C.V.

EPU has provided investors with a total return of -12.51% over the past year, -7.25% over the past three years, and 10.23% over the past five years. It is important to note that EPU is a niche fund and may be subject to higher volatility and risks associated with investing in emerging markets. Additionally, changes in government policies, currency fluctuations, and commodity prices can also affect the performance of the fund.




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