Asian ETFs

Evidence Based Investing.

Strategy Description

Asia is the fastest growing major economic region in the world and will remain so:

  • Asia’s GDP will overtake the GDP of the rest of the world combined in 2020 or 2021
  • By 2030, the region is expected to contribute roughly 60% of global growth
  • Asia will be home to 90% of the 2.4 billion new members of the global middle class

Yet most investors have minimal exposure due to the make-up of global indices, which are largely constructed by Western index providers; ~50% of GDP but only ~20% of MSCI All Country World

Asia is transitioning from the world’s factory to the world’s innovator. Asian companies are increasingly winning at home vs global companies and are now expanding beyond their borders.

Our Asia ETF portfolio seeks to invest in Asian markets, allowing investors to participate in this economic growth without requiring the larger balances needed to trade on Asian stock exchanges. The use of ETFs ensures diversification and keeps costs low.

For US investors, portfolio can be implemented in a Tax-Aware approach via our US site

PrintFact Sheet

Portfolio Performance

20182019202020212022YTD
Portfolio (%)-15.0920.6419.54-3.64-15.68-5.12
Annualized ReturnStandard DeviationDividend Yield
Portfolio1.7%14.68%3.2%

Allocation Breakdown

Asset Class


Equity99.5%
Fixed Income0
Commodities0
Cash0.5%

Geo


China22.96%
Japan36.25%
Hong Kong5.91%
Australia6.95%
Singapore5.49%
India6.76%
Taiwan6.65%
South Korea5.21%
Other3.82%

Sector


Financials 19.12%
Industrials12.92%
Consumer Discretionary15.38%
Real Estate3.6%
Consumer Staples 4.58%
Materials 5.31%
Healthcare5.37%
Utilities1.41%
Technology21.19%
Energy2.13%
Communications8.98%

Top Holdings

Asset ClassWeight (%)
1. iShares Core TOPIX ETF36.64%
2. iShares Asia Trust - iShares Core Hang Seng Index ETF16.28%
3. Xtrackers MSCI China UCITS ETF14.54%
4. Vanguard Australian Shares Index ETF7.20%
5. iShares MSCI Taiwan UCITS ETF6.72%
6. Franklin FTSE India UCITS ETF6.72%
7. SPDR Straits Times Index ETF6.10%
8. iShares MSCI Korea UCITS ETF USD Dist5.31%