Asia Pacific

Asia-Pacific mutual funds and ETFs invest in a wide range of asset... Asia-Pacific mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in Asia and Pacific Rim countries (Australia and New Zealand, for example). They have a wider investment range than other Asia-focused portfolios. 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. Asia-Pacific mutual funds and ETFs can vary in terms of country weightings. However, most retain exposure to Japan and Hong Kong. In addition, these funds usually have at least 75% of their assets invested in equities, and 75% of their equity allocation in Pacific countries. Japan is normally a 10% weighting within the equity component. Whether a particular fund is appropriate for a conservative-minded investor depends on where most of the assets are invested. A fund with more of its assets invested in Japan and other developed market economies may be a reasonably safe investment for a conservative investor, but one more heavily geared towards emerging market Asian economies will carry higher levels of risk. Last Updated: 11/27/2024 View more View less

Asia-Pacific mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in Asia and Pacific Rim countries (Australia and New... Asia-Pacific mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in Asia and Pacific Rim countries (Australia and New Zealand, for example). They have a wider investment range than other Asia-focused portfolios. 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. Asia-Pacific mutual funds and ETFs can vary in terms of country weightings. However, most retain exposure to Japan and Hong Kong. In addition, these funds usually have at least 75% of their assets invested in equities, and 75% of their equity allocation in Pacific countries. Japan is normally a 10% weighting within the equity component. Whether a particular fund is appropriate for a conservative-minded investor depends on where most of the assets are invested. A fund with more of its assets invested in Japan and other developed market economies may be a reasonably safe investment for a conservative investor, but one more heavily geared towards emerging market Asian economies will carry higher levels of risk. Last Updated: 11/27/2024 View more View less