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Glossary entry · Trade-offs

Currency hedging

Definition

A mechanism (usually FX forwards rolled monthly inside the fund) that strips out the currency component of a foreign investment's return. You get the asset's performance in its local currency, regardless of what your own currency does. Hedging has a cost: a slightly higher TER plus a small "carry" tied to the interest-rate differential between the two currencies.

Example

iShares offers a hedged version of the MSCI World (IWDE.AS) that costs ~0.20% more than the unhedged equivalent and removes EUR/USD swings.

From the lessons
Lesson · 10

Currency hedging

This term appears in a longer lesson, where the idea gets the proper treatment with examples and a working visualization.

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