BCHIGMO Beyond China ETF

Diversifier1y track recordRanked #176 of 240 in this goal

Seeks total return.

By GMO · Launched 2025

Annual Cost

0.65%

#3,302 of 5,568 · average

Fund Size

$19M

#4,376 of 5,568 · small

Return (1Y)Goal

+57.0%

Track Record

1 year

#4,169 of 5,568 · young

Performance

Total-return NAV · USD

Growth of $10,000

$15,863+58.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 10 holdings = 39.8% of fund✓ well diversified

Taiwan Semiconductor Manufacturing Co Ltd

9.9%

Samsung Electronics Co Ltd

4.8%

Delta Electronics Inc

3.9%

Bank Central Asia Tbk PT

3.2%

Krung Thai Bank PCL

3.2%

Mobile World Investment Corp

3.2%

MediaTek Inc

3.0%

Hero MotoCorp Ltd

3.0%

Bajaj Finance Ltd

2.9%

Eicher Motors Ltd

2.8%

Asset allocation

Stocks

99.1%

Cash

0.9%

By sector

Technology

44.5%

Financial Services

14.7%

Industrials

13.9%

Basic Materials

10.9%

Consumer Cyclical

9.8%

Real Estate

3.8%

Consumer Defensive

1.8%

Energy

0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.7%High

Year-on-year price swings

Max drawdown

-14.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return.
Strategy: Actively invests in equities of companies economically tied to emerging markets outside of China. Uses proprietary quantitative and fundamental methods to identify securities likely to benefit from supply chain diversification trends.
Inception date: February 12, 2025
Fund family: GMO