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Upturn AI SWOT - About
Martin Currie Sustainable International Equity ETF (MCSE)
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Upturn Advisory Summary
08/14/2025: MCSE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.86% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 11.74 - 15.48 | Updated Date 06/29/2025 |
52 Weeks Range 11.74 - 15.48 | Updated Date 06/29/2025 |
Upturn AI SWOT
Martin Currie Sustainable International Equity ETF
ETF Overview
Overview
The Martin Currie Sustainable International Equity ETF (MCSE) aims to provide long-term capital appreciation by investing in sustainable international equities. It focuses on companies demonstrating strong environmental, social, and governance (ESG) practices.
Reputation and Reliability
Martin Currie is a well-regarded investment manager with a long history of managing international equities.
Management Expertise
The management team has experience in sustainable investing and international equity analysis.
Investment Objective
Goal
Long-term capital appreciation through investment in sustainable international equities.
Investment Approach and Strategy
Strategy: The ETF actively selects companies based on fundamental analysis and ESG criteria.
Composition Primarily holds stocks of international companies with strong ESG profiles.
Market Position
Market Share: Market share for MCSE in the international sustainable equity ETF market is relatively small.
Total Net Assets (AUM): 16076000
Competitors
Key Competitors
- VEU
- IXUS
- ACWX
- ESGU
Competitive Landscape
The international sustainable equity ETF market is competitive, with larger, more established funds holding the majority of assets. MCSE differentiates itself through its active management and specific sustainability criteria, which could appeal to investors seeking more targeted ESG exposure. A disadvantage is that smaller AUM's result in reduced liquidity and possibly higher expense ratio compared to larger index funds.
Financial Performance
Historical Performance: Historical performance data needs to be dynamically updated from financial data providers.
Benchmark Comparison: Benchmark comparisons need to be dynamically updated from financial data providers. The MSCI ACWI ex USA Index can be used as a benchmark.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume is low, which can impact ease of entry and exit.
Bid-Ask Spread
The bid-ask spread can be relatively wide due to the ETF's lower trading volume.
Market Dynamics
Market Environment Factors
Global economic conditions, international trade policies, and investor sentiment towards ESG investing all affect MCSE.
Growth Trajectory
Growth depends on increasing investor interest in sustainable investing and the ETF's ability to deliver competitive returns relative to its benchmark. No changes to strategy and holdings are known but will be updated periodically.
Moat and Competitive Advantages
Competitive Edge
MCSE's competitive advantage lies in its active management approach and specific focus on sustainability criteria, allowing it to potentially outperform passively managed ESG funds. The investment strategy emphasizes companies with strong ESG profiles, aligning with the growing demand for responsible investing. However, its relatively small size compared to larger competitors presents a challenge in terms of liquidity and economies of scale. The fund's active management adds value through security selection, aiming to identify companies that not only demonstrate strong ESG practices but also have solid financial fundamentals.
Risk Analysis
Volatility
Historical volatility data needs to be dynamically updated from financial data providers. Its actively managed strategy can result in higher volatility.
Market Risk
The ETF is subject to market risk associated with international equities, including currency fluctuations, political instability, and economic downturns in specific countries or regions.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation through sustainable international equity exposure are the ideal investors. Investors who prioritize ESG factors in their investment decisions.
Market Risk
Suitable for long-term investors with a moderate to high risk tolerance who are interested in sustainable investing.
Summary
The Martin Currie Sustainable International Equity ETF (MCSE) offers a way to invest in sustainable international equities with a focus on ESG factors. The ETF uses active management, potentially allowing for superior security selection but also increased risk. It is suitable for long-term investors who are passionate about ESG and who have a moderate to high risk tolerance. Its small size and limited liquidity are things to consider, but could allow for potentially better long-term performance if the active strategy pays off.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Martin Currie Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
Data is based on available information and may not be 100% accurate. Consult a financial advisor before making investment decisions. Market share percentages are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Martin Currie Sustainable International Equity ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets in equity and equity-related securities of foreign companies and other investments with similar economic characteristics that meet the sub-advisor"s environmental, social and governance (ESG) criteria for the fund. The fund may seek investment opportunities in any foreign country and under normal market conditions will invest in, or have exposure to, securities of companies located in at least three foreign countries. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.