Asia Pacific ex-Japan

Asia-Pacific ex-Japan mutual funds and ETFs invest in a wide range of... Asia-Pacific ex-Japan mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives. Funds in this category may have significant exposure to the consumer discretionary, information technology, and financial services sectors. These funds cover a wide geographic range but tend to focus on export-oriented nations such as Hong Kong, Singapore, Taiwan, and South Korea. Typically, these funds invest at least 70% of total assets in equities and at least 70% of equities in Pacific countries, with less than 10% in Japan. 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. These funds usually have exposure to a mix of developed and developing economies. As a result, these portfolios are not as risky as those which only have exposure to developing nations, but riskier than those which solely have exposure to developed markets. These funds may be appropriate for investors willing to take on a bit more risk in search of higher returns, but not appropriate for very conservative investors, who are better served investing only in developed market securities. Last Updated: 06/01/2023 View more View less

Asia-Pacific ex-Japan mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives. Funds in this category may have significant exposure to the consumer discretionary,... Asia-Pacific ex-Japan mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives. Funds in this category may have significant exposure to the consumer discretionary, information technology, and financial services sectors. These funds cover a wide geographic range but tend to focus on export-oriented nations such as Hong Kong, Singapore, Taiwan, and South Korea. Typically, these funds invest at least 70% of total assets in equities and at least 70% of equities in Pacific countries, with less than 10% in Japan. 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. These funds usually have exposure to a mix of developed and developing economies. As a result, these portfolios are not as risky as those which only have exposure to developing nations, but riskier than those which solely have exposure to developed markets. These funds may be appropriate for investors willing to take on a bit more risk in search of higher returns, but not appropriate for very conservative investors, who are better served investing only in developed market securities. Last Updated: 06/01/2023 View more View less