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abrdn Emerging Markets Dividend Active ETF(AGEM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AGEM
10/28/2026: AGEM (2-star) is currently NOT-A-BUY. Pass it for now.
AGEM provides active exposure to dividend-paying companies across emerging markets, leveraging abrdn's fundamental investment expertise. Its primary strength is the potential to avoid low-quality dividend traps through active selection, though it carries higher costs and lower liquidity than passive alternatives. The fund serves as a satellite income holding for diversified portfolios. Key risks include geopolitical instability, currency fluctuation, and the inherent volatility of emerging markets. It is most suitable for long-term investors seeking income who understand the risks associated with developing economies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures emerging market growth, the dividend focus may limit capital appreciation relative to pure growth funds. |
| Momentum investor | Weak fit | This fund focuses on value and dividends rather than capturing short-term price trends. |
| Value investor | Strong fit | The dividend-oriented strategy naturally biases the portfolio toward established, value-oriented companies. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide income through dividend-paying stocks in emerging markets. |
| Low-risk investor | Weak fit | Emerging market equities are inherently volatile, making this unsuitable for low-risk investors. |
Investor Profile
Ideal Investor Profile
Investors seeking international income with an appetite for emerging market risk and confidence in active management.
Suitability
Best for long-term investors looking to diversify income streams; not suitable for short-term traders or low-risk, capital-preservation portfolios.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging market assets are prone to sudden, significant price swings. |
| Market risk | High | Exposure to developing economies carries inherent political and economic systemic risks. |
| Concentration | Medium | The fund's focus on dividends may lead to concentration in specific sectors like financials or energy. |
| Tracking/expense | Medium | Active management entails higher fees compared to passive alternatives. |
| Liquidity | Medium / high | Lower trading volume in the ETF may make it harder to enter or exit positions without impacting the price. |
| Business/sector quality | Medium | The manager's quality screen helps mitigate risk, but local market standards vary significantly. |
Risk Analysis
Volatility
AGEM exhibits high historical volatility, consistent with the nature of emerging market equities and the concentration of an actively managed portfolio.
Market Risk
The fund is subject to risks including political instability, regulatory changes, and currency volatility inherent in developing economic markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Emerging Markets Equity | 98 | This provides broad exposure to companies across various emerging economies. |
| Cash/collateral | Cash and Equivalents | 2 | A small cash buffer is maintained for operational liquidity and trade settlement. |
Price Behavior

Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.

Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 27.62% | Avg. Invested days 74 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |

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