Chartwell Partners has launched the first emerging markets investment product that excludes China as well as Vietnam.
The Chartwell Emerging Markets Free Ex China portfolio includes fifteen countries from the MSCI Emerging Market index. As proxies for each market, country-specific exchange-traded funds or ETFs are used with all countries equally weighted.
The countries included in this basket are: India (INP), Brazil (EWZ) , Indonesia (IDX), South Korea (EWY), Taiwan (EWT), Chile (ECH), Mexico (waytoinvest.com/quote/EWW">EWW), Peru (EPU), Israel (EIS), Russia (RSX), South Africa (EZA), Turkey (TUR), Malaysia (EWM), Thailand (THD) and Columbia (CXG).
According to Chartwell president Carl Delfeld, “this portfolio if for advisors and investors who want to capture emerging market growth but are uncomfortable with China’s political system or China risk”. Delfeld went on to comment that, “the emerging market story is bigger than any one country”.
It is also interesting to note that the basket of fifteen emerging market country ETFs in the Chartwell Emerging Markets Free Ex China has surprisingly outperformed the MSCI Emerging Market index (EEM) looking back over one and three years excluding any management fees. Over the past year, it is up 105% versus 87.6% for the MSCI Emerging Market index and over the past three years it is up 33.4% versus 20.2% for the MSCI index.
Chartwell Partners is an ETF and emerging markets specialist with offices in Boulder and Colorado Springs. Carl Delfeld is a Forbes Asia columnist and represented the U.S. on the Executive Board of Directors of the Asian Development Bank during the administration of George H.W. Bush.
For more information on the Chartwell Emerging Markets Free Ex China, please call 877.202.4939.
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