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Chartwell launches emerging markets ex China fund


ETF and emerging markets specialist Chartwell Partners has launched an emerging markets investment product that excludes China and Vietnam.

The Chartwell Emerging Markets Free Ex China portfolio includes 15 countries from the MSCI Emerging Market index.

As proxies for each market, country-specific exchange-traded funds are used with all countries equally weighted.

The countries included in this basket are: India, Brazil, Indonesia, South Korea, Taiwan, Chile, Mexico, Peru, Israel, Russia, South Africa, Turkey, Malaysia, Thailand and Columbia.

Chartwell president Carl Delfeld (pictured) says: "This portfolio is for advisers and investors who want to capture emerging market growth but are uncomfortable with China’s political system or China risk. The emerging market story is bigger than any one country."

The basket of 15 emerging market country ETFs in the fund has outperformed the MSCI Emerging Market index looking back over one and three years excluding any management fees. Over the past year it is up 105 per cent versus 87.6 per cent for the MSCI Emerging Market index and over the past three years it is up 33.4 per cent versus 20.2 per cent for the MSCI index.

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