Emerging markets ETFs surged in May on AI-driven semiconductor gains, easing Middle East tensions and attractive valuations.
Asia's smaller companies have delivered stronger returns than the region's large-cap stocks over the past five years, while also offering lower volatility and broader sector exposure, according to HSBC Asset Management. The firm said Asia small-cap stocks outperformed their large-cap counterparts by nearly 3% annualised at the index level over the period.
The dollar hit a six-week high amid Iran deal uncertainty. ETFs tied to the dollar may gain, while gold and emerging markets could struggle.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 40,014 | $1.6M | $2.8M | $1.2M | 75.07% |
Chilton Investment Chilton Investment Co Inc. | 18,900 | $1.07M | $1.32M | $248,535 | 23.15% |
Field & Main Bank Field & Main Bank | 180,985 | $8,965.41 | $12.66M | $12.65M | 141,088.1% |
Point72 Asset Management LP Point72 Asset Management LP | 108,039 | $5.88M | $7.56M | $1.67M | 28.47% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 7,839 | $339.79 | $548,259.66 | $547,919.87 | 161,254.32% |
| ARCA Exchange | US Country |
The company operates as an investment fund, focusing primarily on investing in securities of companies located in emerging markets worldwide. It commits at least 80% of its assets towards purchasing the component securities that form the basis of its underlying index, as well as investments that exhibit economic characteristics nearly identical to these securities. This strategic approach ensures the fund is closely aligned with the performance of its underlying index, which is meticulously constructed to represent the equity market's performance across various emerging market economies. The index encompasses a broad range of large- and mid-capitalization companies, reflecting a diversified portfolio that is adaptable to the evolving landscape of global emerging markets.
Specializing in equity investments within the global emerging markets, the fund targets the stocks of large- and mid-sized companies that are deemed to have significant growth potential. By investing in these companies, the fund seeks to benefit from the dynamic economic growth observed in emerging economies around the world. This product is designed to offer investors exposure to the potential high returns associated with emerging markets, while also diversifying their investment portfolios.
The fund employs an index-based investment strategy, closely tracking the performance of its underlying index that reflects the equity market performance in the global emerging markets. This approach allows for a transparent and systematic investment process, with the objective of mirroring the index's performance as closely as possible. It is an ideal strategy for investors looking for a passive investment approach that capitalizes on the growth trajectories of emerging markets globally.