ASEAN

ASEAN mutual funds and ETFs invest in a wide range of asset... ASEAN mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in Southeast Asia. Prominent countries in this region include Singapore, Malaysia, Indonesia, Thailand and the Philippines. Some funds may have exposure to investments in Brunei, Cambodia, Laos, Myanmar, and Vietnam. These markets tend to have a tilt towards financial, communication and energy sectors. Depending on the investment mandate, these funds can be further classified based on management style (active or passive) and asset class (single or multi-asset). The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. While Singapore is a developed market economy, the other ASEAN nations are emerging markets. As a result, ASEAN mutual funds and ETFs are traditionally seen as having greater risk and potential return than developed market funds. Conservative-minded investors may shy away from ASEAN funds, or only allocate a small part of their portfolios to them. However, investors willing to tolerate more risk in search of higher returns may dedicate more of their portfolios to these funds, given the region’s high growth rate in recent decades relative to developed market economies. Last Updated: 04/18/2024 View more View less

ASEAN mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in Southeast Asia. Prominent countries in this region include Singapore, ASEAN mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in Southeast Asia. Prominent countries in this region include Singapore, Malaysia, Indonesia, Thailand and the Philippines. Some funds may have exposure to investments in Brunei, Cambodia, Laos, Myanmar, and Vietnam. These markets tend to have a tilt towards financial, communication and energy sectors. Depending on the investment mandate, these funds can be further classified based on management style (active or passive) and asset class (single or multi-asset). The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. While Singapore is a developed market economy, the other ASEAN nations are emerging markets. As a result, ASEAN mutual funds and ETFs are traditionally seen as having greater risk and potential return than developed market funds. Conservative-minded investors may shy away from ASEAN funds, or only allocate a small part of their portfolios to them. However, investors willing to tolerate more risk in search of higher returns may dedicate more of their portfolios to these funds, given the region’s high growth rate in recent decades relative to developed market economies. Last Updated: 04/18/2024 View more View less