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Ready-to-Go Folios: Western Pacific Rim Folio

Geographic Folios | All Folios

Objective

The Western Pacific Rim folio was designed for investors tolerant of higher volatility and the possible impact of foreign currency exchange-rate changes.

Strategy

The Western Pacific Rim folio consists of companies that trade as ADRs, that are listed for trading in the U.S. as part of the Bank of New York Mellon ADR indices and that have business operations in the Pacific Rim, excluding the countries of China and Japan.

Last Updated: April 19, 2018

Category: Geographic
Inception Date: 2009-08-06 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month -1.49% -0.74%
Three Month -5.37% -3.7%
Year to Date -0.52% 1.3%
One Year 18.42% 16.58%
Three year
(Annualized)
8.97% 11.27%
Five Year
(Annualized)
9.4% 13.95%
Since Inception 12.07% N/A
1 Year Volatility 12.68% 12.12%

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1ASXadvanced semiconductor engr adr2.95%
2AUOau optronics corp adr2.95%
3BHPbhp ltd adr2.95%
4BNTCbenitec biopharma ltd spons adr new2.95%
5CHTchunghwa telecom co ltd adr new112.94%
6GENEgenetic technologies ltd adr2.94%
7GRVYgravity co ltd adr2.94%
8HIMXhimax technologies inc sponsored adr2.94%
9ICLKiclick intractve asia grp ltd sponsored2.94%
10IMMPimmutep ltd spons adr2.94%
11IMOSchipmos technologies inc spons adr2.94%
12IMRNimmuron ltd sponsored adr2.94%
13JHXjames hardie industries plc adr2.94%
14KBkb financial group inc sponsored adr ad2.94%
15KEPkorea electric pwr adr2.94%
16KTkt corp adr2.94%
17KZIAkazia therapeutics ltd adr2.94%
18LPLlg display company ltd. spons adr rep2.94%
19MLCOmelco resorts & entertainment ltd adr2.94%
20OIIMo2micro international ltd spons adr2.94%
21PHIpldt inc adr2.94%
22PKXposco adr2.94%
23PRANprana biotechnology ltd adr2.94%
24SHGshinhan finl group co ltd spn adr restrd2.94%
25SIMOsilicon motion technology corp sponsored2.94%
26SKMsk telecom ltd adr2.94%
27SMIsemiconductor mfg intl corp adr2.94%
28SNDEsundance energy australia ltd sponsored2.94%
29SPILsiliconware precision inds ltd sponsd ad2.94%
30TLKp t telekomunikasi indonesia adr2.94%
31TSMtaiwan semiconductor mfg ltd adr2.94%
32UMCunited microelectronics corp spon adr ne2.94%
33WBKwestpac bkg corp adr2.94%
34WFwoori bk adr2.94%

Steps to Create This Folio

  1. We selected countries located in the Western Pacific Rim (excluding China and Japan) that have Bank of New York Mellon ADR country indexes.
  2. We selected the ADRs from these indexes.
  3. We equally weighted all the ADRs in the folio.

Number of Securities

The number of securities in the folio may vary.

Update Frequency

Monthly.

If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a Folio has been updated that you place orders to update your holdings.