GEM Funds: Positioning Chart Pack, March 2025

345 emerging market Funds, AUM $422bn Active GEM Funds: Positioning Chart Pack, March 25   Regional Trends China & HK: A Structural Underweight, but Signs of Stability MENA: Underweight, But Growing in Stature Stock Analysis Stock Rotation: China & HK Stocks Take Centre Stage Gold Miners: Off the Radar Samsung Electronics: Approaching 10-year Lows Thailand Banks: Selective Rotation Takes Hold …

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Asia Ex-Japan: Positioning Chart Pack, March 2025

Asia Ex-Japan: 94 Funds, AUM $94bn Asia Ex-Japan: Positioning Chart Pack, March 2025 Inside This Month’s Chart Pack Regional Trends Singapore: Continuing the Recovery Among Asia Ex-Japan Funds Real Estate: China Reversal Drives Overweights Higher   Stock Analysis AIA Group & HDFC Bank: Big Hitters Lose Momentum China’s 3rd Tier: Xiaomi, Full Truck Alliance & Fuyao Glass Hit Record Highs …

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Xi’s Champions: A Closer Look at Fund Positioning

Global, GEM, Asia Ex-Japan, China Active Equity Xi’s Champions: A Closer Look at Fund Positioning   Special Report It feels like sentiment toward Chinese investment is starting to thaw. President Xi’s recent meeting with select private sector leaders – the first of its kind since 2018 – has been widely seen as an effort to reset Beijing’s relationship with business. …

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Global Funds: Positioning Chart Pack, Feb 2025

334 Global Equity Funds, AUM $1.2tr Active Global Funds: Positioning Chart Pack, Feb 25   Inside This Month’s Chart Pack Regional Trends China & HK: Sentiment Improving, but ownership remains near the lows US Information Technology: Signs of Caution Amid Record Highs Stock Analysis Swiss Majors: Historically Low Ownership Financial Exchanges: LSE, ICE and CME Group Hit New Highs Luxury …

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GEM Funds: Positioning Chart Pack, Feb 2025

348 emerging market Funds, AUM $422bn Active GEM Funds: Positioning Chart Pack, Jan 25 Inside This Month’s Chart Pack Regional Trends Malaysia: Sentiment Shift Sparks a Rebound Greece Financials: Record Highs as Rotation Picks Up   Stock Analysis Singapore – Sea Ltd, Grab Holdings China – Xiaomi, Trip.com, CATL South Africa – Absa Group, OUTsurance, Life Healthcare Unloved Stocks – …

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GEM Funds: Positioning Chart Pack, Jan 2025

348 emerging market Funds, AUM $418bn Active GEM Funds: Positioning Chart Pack, Jan 25 Headlines In this chart pack, we highlight 10 key investment themes across our Global Emerging Market fund universe. 1. Active Shares Hit All-Time Lows2. The Small Cap Effect3. Have we Seen Peak ESG?4. The Big Rotations in 2024.5. GCC a Key Focus for EM Investors in …

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China Funds: Performance & Attribution, 2024

138 active China equity funds, AUM $38bn China Funds: Performance & Attribution, 2024 Summary Active China managers suffered another extremely challenging year when compared to the iShares MSCI China benchmark.  Average returns came in at 9.78%, falling short of the iShares MCHI ETF by 7.39%. Only 10.5% of funds managed to outperform the benchmark. Returns were spread between a high …

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UK Funds: Performance & Attribution, 2024

241 active UK equity funds, AUM $169bn UK Funds: Performance & Attribution, 2024 Summary Active UK funds achieved an average return of +8.21% in 2024, trailing the SPDR FTSE All Share ETF by -0.82% and with 40.4% of funds outperforming the benchmark during the year. Individual fund performance showed fairly large dispersion, ranging from a peak of +24.5% to a …

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Asia Ex-Japan: Performance & Attribution, 2024

98 Asia Ex-Japan active equity funds, AUM $55bn Asia Ex-Japan Funds: Performance & Attribution, 2024 Summary Active Asia Ex-Japan managers had a challenging 2024, underperforming the iShares AAXJ ETF by -1.74% after posting returns of 8.68% on average. The return picture was skewed by a number of heavily underperforming funds from the Growth bucket, and actually, 43% of funds outperformed …

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GEM Funds: Performance & Attribution, 2024

348 emerging market Funds, AUM $418bn Active GEM Funds: Performance & Attribution, 2024 Headlines GEM Funds Aligned with Benchmark in 2024 Active EM Funds posted an average return of +6.08% in 2024, trailing the iShares MSCI Emerging Markets ETF by 0.46%. Just under half (47.5%) of funds managed to outperform the index. 2024 returns ranged from -13.6% to +28.3%, with …

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