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Let Us In and We’ll Let You In

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MSCI to China Let Us In and We'll Let You In. Chinese regulators have realized that mainland equity markets need to be more accommodating, transparent, and, in the case of Morgan Stanley Capital International (MSCI), more open. Inclusion of China A-shares in MSCI's Emerging Markets Index, a benchmark with an estimated $1.5 trillion tracking it, may be pivotal in encouraging new investment in the country.

MSCI to China Let Us In and We’ll Let You In. Chinese regulators have realized that mainland equity markets need to be more accommodating, transparent, and, in the case of Morgan Stanley Capital International (MSCI), more open. Inclusion of China A-shares in MSCI’s Emerging Markets Index, a benchmark with an estimated $1.5 trillion tracking it, may be pivotal in encouraging new investment in the country.

In 2014, MSCI first considered including China A-shares in its Emerging Market Index. At that time MSCI, in consultation with clients, opted not to include them, citing ”remaining investability constraints linked to the Qualified Foreign Institutional Investment (QFII) and Renminbi Qualified Foreign Institutional Investor (RQFII) quota systems”.1

MSCI Collaborated with China to Foster Inclusion

In 2015, despite having made ”substantial progress toward the opening of the Chinese equity market to institutional investors”,2 MSCI felt there was additional liberalization that needed to take place. Once again, it chose not to include China. MSCI did, however, form a collaborative working group with the China Securities Regulatory Commission (CSRC) in the hopes of resolving the remaining issues.

Since the beginning of 2016, China has taken steps to meet MSCI’s requirements for accessibility and transparency. In February, QFII quotas were increased from $1 billion to $5 billion and lock-up periods were shortened from one year to three months. This was followed more recently by rules restricting trading halts in stocks. Trading halts have been a major concern for MSCI and investors alike following the sharp selloff that began in the summer of 2015. Under the new rules, a stock can halt trading for up to three months for ”major asset restructuring”, and up to one month during ”private placement”.3
China Has Instituted Many Positive Changes

The changes made so far this year, along with the anticipated expansion of the Shanghai-Hong Kong Stock Connect program to include the Shenzhen Stock Exchange, have some investors speculating that this could be the year that China finally gets a spot in the MSCI Emerging Markets Index. In a recent report, Goldman Sachs estimated that there was a 70% likelihood that MSCI would add China A-shares to its flagship benchmark.4 Any inclusion of A-shares would likely be phased in over time with an initial allocation expected to be around 5%.5

As China transitions from a manufacturing-based economy to a services-based economy, being included in the premier emerging markets benchmark will likely be welcomed news to investors.

MSCI Emerging Markets Index – Country Weights
as of May 31, 2016

VanEck China 2

Source: MSCI.

Authored by James Duffy, Product Manager, VanEck Vectors ETFs

ETFs is authored by VanEck thought leaders. VanEck is the sponsor of VanEck Vectors ETFs and is currently among the largest providers of exchange traded funds (ETFs) in the U.S. and worldwide. VanEck Vectors ETFs empower investors to help build better portfolios with access to compelling investment themes and strategies. Our ETFs span many global asset classes, and are built to be transparent, liquid, and pure-play reflections of target markets.

IMPORTANT DISCLOSURES

1 2014 MSCI Market Classification Review
2 2015 MSCI Market Classification Review
3 Shanghai Stock Exchange
4 Reuters Goldman Sachs raises odds of China share inclusion in MSCI indexes to 70 percent
5 Reuters MSCI Consultation on China A-Share Index Inclusion Roadmap

This content is published in the United States for residents of specified countries. Investors are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this content. Nothing in this content should be considered a solicitation to buy or an offer to sell shares of any investment in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction, nor is it intended as investment, tax, financial, or legal advice. Investors should seek such professional advice for their particular situation and jurisdiction.

The information herein represents the opinion of the author(s), but not necessarily those of VanEck, and these opinions may change at any time and from time to time. Non-VanEck proprietary information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Not intended to be a forecast of future events, a guarantee of future results or investment advice. Historical performance is not indicative of future results. Current data may differ from data quoted. Any graphs shown herein are for illustrative purposes only. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.

Van Eck Securities Corporation offers investment products that invest in the asset class(es) included in this material. For information regarding VanEck Funds, please visit vaneck.com.

Investors cannot invest directly in an index. Any indices listed are unmanaged indices and include the reinvestment of all dividends, but do not reflect the payment of transaction costs, advisory fees or expenses that are associated with an investment in a fund. An index’s performance is not illustrative of a fund’s performance. Indices are not securities in which investments can be made.

Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contains this and other information, call 800.826.2333 or visit vaneck.com/etfs. Please read the prospectus and summary prospectus carefully before investing.

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Fastställd utdelning i MONTDIV april 2025

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Idag fastställdes utdelningen i MONTDIV april 2025. Montrose Global Monthly Dividend MSCI World UCITS ETF (MONTDIV ETF) fastställdes till 0,39465 kronor per andel. Utdelningen i MONTDIV april 2025 beräknas betalas ut den 12 maj 2025.

Idag fastställdes utdelningen i MONTDIV april 2025. Montrose Global Monthly Dividend MSCI World UCITS ETF (MONTDIV ETF) fastställdes till 0,39465 kronor per andel. Utdelningen i MONTDIV april 2025 beräknas betalas ut den 12 maj 2025.

Handla MONTDIV ETF

Montrose Global Monthly Dividend MSCI World UCITS ETF (MONTDIV ETF) är en europeisk börshandlad fond. Denna fond handlas på Nasdaq Stockholm.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel  NordnetSAVRDEGIRO och Avanza.

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WELG ETF en satsning på healthcareföretag världen över

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Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) (WELG ETF) med ISIN IE000JKS50V3, strävar efter att spåra S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care-index. Det S&P-utvecklade ex-Korea LargeMidCap Sustainability Enhanced Health Care-indexet spårar stora och medelstora företag från hälso- och sjukvårdssektorn. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning).

Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) (WELG ETF) med ISIN IE000JKS50V3, strävar efter att spåra S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care-index. Det S&P-utvecklade ex-Korea LargeMidCap Sustainability Enhanced Health Care-indexet spårar stora och medelstora företag från hälso- och sjukvårdssektorn. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning).

Den börshandlade fondens TER (total cost ratio) uppgår till 0,18 % p.a. Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) är den billigaste ETF som följer S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care-index. ETFen replikerar det underliggande indexets prestanda genom fullständig replikering (köper alla indexbeståndsdelar). Utdelningarna i ETFen delas ut till investerarna (Årligen).

Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) är en mycket liten ETF med 17 miljoner euro förvaltade tillgångar. ETFen lanserades den 20 september 2022 och har sin hemvist i Irland.

Investeringsmål

AMUNDI S&P GLOBAL HEALTH CARE ESG UCITS ETF DR – EUR (D) försöker replikera, så nära som möjligt, resultatet av S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care Index (Netto Total Return Index). Denna ETF har exponering mot stora och medelstora företag i utvecklade länder. Den innehåller uteslutningskriterier för tobak, kontroversiella vapen, civila och militära handeldvapen, termiskt kol, olja och gas (inkl. Arctic Oil & Gas), oljesand, skiffergas. Den är också utformad för att välja ut och omvikta företag för att tillsammans förbättra hållbarhet och ESG-profiler, uppfylla miljömål och minska koldioxidavtrycket.

Handla WELG ETF

Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) (WELG ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel DEGIRONordnet, Aktieinvest och Avanza.

Börsnoteringar

BörsValutaKortnamn
gettexEURWELG
XETRAUSDWELZ
XETRAEURWELG

Största innehav

Denna fond använder fysisk replikering för att spåra indexets prestanda.

NamnValutaViktSektor
ELI LILLY & COUSD10.29 %Health Care
UNITEDHEALTH GROUP INCUSD7.99 %Health Care
NOVO NORDISK A/S-BDKK6.32 %Health Care
ABBVIE INCUSD6.12 %Health Care
ASTRAZENECA GBPGBP5.26 %Health Care
ROCHE HOLDING AG – GENUSSSCHF4.18 %Health Care
MERCK & CO. INC.USD3.93 %Health Care
NOVARTIS AG-REGCHF3.70 %Health Care
ABBOTT LABORATORIESUSD3.43 %Health Care
SANOFIEUR2.58 %Health Care

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Amundi noterar ETF för globala företagsobligationer

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Amundi Global Corporate Bond UCITS ETF investerar globalt i företagsobligationer med fast ränta, denominerade i lokal valuta och har en investment grade-rating. De måste ha en återstående löptid på minst ett år.

Amundi Global Corporate Bond UCITS ETF investerar globalt i företagsobligationer med fast ränta, denominerade i lokal valuta och har en investment grade-rating. De måste ha en återstående löptid på minst ett år.

Andelsklassen är valutasäkrad mot amerikanska dollar och delar ut avkastningen.

NamnISIN
Kortnamn
KostnadUtdelnings-
policy
Amundi Global Corporate Bond UCITS ETF USD Hedged DistLU2996613266
USBG (USD)
0,17%Utdelande

Produktutbudet inom Deutsche Börses ETF- och ETP-segment omfattar för närvarande totalt 2 405 ETFer, 198 ETCer och 256 ETNer. Med detta urval och en genomsnittlig månatlig handelsvolym på mer än 21 miljarder euro är Xetra den ledande handelsplatsen för ETFer och ETPer i Europa.

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