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BCHIGMO Beyond China ETF

Diversifier1y track recordRanked #193 of 266 in this goal

Seeks total return by investing in emerging market equities tied to markets outside of China.

By GMO · Launched 2025

Annual Cost

0.65%

#3,433 of 5,861 · average

Fund Size

$19M

#4,512 of 5,861 · small

Return (1Y)Goal

+15.2%

Track Record

1 year

#4,074 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,520+15.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 46.2% of fundmoderately concentrated

Samsung Electronics Co Ltd
10.9%
Taiwan Semiconductor Manufacturing Co Ltd
10.7%
Delta Electronics Inc
4.3%
MediaTek Inc
3.6%
Krung Thai Bank PCL
3.3%
Cemex SAB de CV
3.0%
Mobile World Investment Corp
2.9%
Hero MotoCorp Ltd
2.7%
Eicher Motors Ltd
2.6%
Bajaj Finance Ltd
2.1%

Asset allocation

Stocks
99.4%
Cash
0.6%

By sector

Technology
43.4%
Financial Services
14.4%
Industrials
14.0%
Consumer Cyclical
11.3%
Basic Materials
10.8%
Real Estate
3.7%
Consumer Defensive
1.8%
Energy
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
29.6%High

Year-on-year price swings

Max drawdown
-26.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return by investing in emerging market equities tied to markets outside of China.
Strategy
Actively manages a portfolio of equities in emerging markets, focusing on growth, quality, and valuation. The Fund may invest in companies of any market capitalization and considers ESG criteria. Uses a combination of quantitative and fundamental methods to identify attractive securities and may also invest in derivatives and ETFs to adjust exposure.
Inception date
February 12, 2025
Fund family
GMO

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Data updated on 2026-08-04