Evidence Based Investing.
Asia is the fastest growing major economic region in the world and will remain so:
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
2018 | 2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | -15.09 | 20.64 | 19.54 | -3.64 | -15.68 | -5.12 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 1.7% | 14.68% | 3.2% |
Equity | 99.5% | |
Fixed Income | ||
Commodities | ||
Cash | 0.5% |
China | 22.96% | |
Japan | 36.25% | |
Hong Kong | 5.91% | |
Australia | 6.95% | |
Singapore | 5.49% | |
India | 6.76% | |
Taiwan | 6.65% | |
South Korea | 5.21% | |
Other | 3.82% |
Financials | 19.12% | |||||||
Industrials | 12.92% | |||||||
Consumer Discretionary | 15.38% | |||||||
Real Estate | 3.6% | |||||||
Consumer Staples | 4.58% | |||||||
Materials | 5.31% | |||||||
Healthcare | 5.37% | |||||||
Utilities | 1.41% | |||||||
Technology | 21.19% | |||||||
Energy | 2.13% | |||||||
Communications | 8.98% |
Asset Class | Weight (%) |
---|---|
1. iShares Core TOPIX ETF | 36.64% |
2. iShares Asia Trust - iShares Core Hang Seng Index ETF | 16.28% |
3. Xtrackers MSCI China UCITS ETF | 14.54% |
4. Vanguard Australian Shares Index ETF | 7.20% |
5. iShares MSCI Taiwan UCITS ETF | 6.72% |
6. Franklin FTSE India UCITS ETF | 6.72% |
7. SPDR Straits Times Index ETF | 6.10% |
8. iShares MSCI Korea UCITS ETF USD Dist | 5.31% |