IPKW Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$572.8M
Expense ratio0.55%
Dividend yield2.19%
InceptionFeb 27, 2014

Top holdings (193 total)

#NameWeight
1
Meituan Class b
5.75%
2
Shell plc
5.44%
3
Mitsubishi Corp
5.03%
4
Ing Groep nv
5.02%
5
Standard Chartered plc
4.82%
6
Societe Generale sa
4.64%
7
Novartis ag Registered Shares
4.64%
8
Shin-etsu Chemical co ltd
3.91%
9
Equinor asa
3.04%
10
Vodafone Group plc
2.80%
Page 1 of 20 · 193 total

Sector breakdown

#NameWeight
1
Consumer Discretionary
3.90%
2
Materials
2.70%
3
Energy
0.90%
4
Information Technology
0.00%
5
Communication Services
0.00%
6
Healthcare
0.00%
7
Consumer Staples
0.00%
8
Industrials
0.00%
9
Utilities
0.00%
10
Financials
0.00%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

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