Matthews Asia Innovators Active ETF (MINV)

Overview

The Matthews Asia Innovators Active ETF (MINV) is an actively managed fund that invests in innovative companies across the Asia Pacific region, excluding Japan, focusing on businesses with growth potential and disruptive business models.

Reputation and Reliability

Matthews Asia is a well-regarded investment manager specializing in Asia Pacific markets with a long track record.

Management Expertise

The management team consists of experienced professionals with in-depth knowledge of Asian markets and a focus on active management.

Goal

Seeks long-term capital appreciation by investing in companies that are driving innovation and growth in Asia ex-Japan.

Investment Approach and Strategy

Strategy: Actively managed, bottom-up stock selection focused on identifying companies with innovative products, services, or business models in Asia ex-Japan.

Composition Primarily invests in equity securities of companies located in Asia ex-Japan, across various sectors and market capitalizations.

Market Share: Market share data for MINV within the actively managed Asia ex-Japan innovation ETF space is not readily available.

Total Net Assets (AUM): 64740000

Key Competitors

• WisdomTree Emerging Markets ex-China Fund (XC)
• First Trust Emerging Markets AlphaDEX Fund (FEM)

Competitive Landscape

The ETF industry in Asia ex-Japan is competitive, with various ETFs offering exposure to different investment strategies and market segments. MINV's active management and focus on innovation may differentiate it, but it also faces competition from passively managed and other actively managed funds. Advantages of MINV compared to other funds are its active strategy and niche focus. Disadvantages might be the higher expense ratio associated with active management and the risks inherent in focusing on growth companies.

Historical Performance: Historical performance data is essential to be obtained from reliable financial sources. The fund's performance will vary based on market conditions, but tracking its returns and how they compare to its stated goals gives investors a baseline for future performance expectations.

Benchmark Comparison: Comparing MINV's performance against a relevant benchmark like the MSCI AC Asia ex Japan Index helps investors gauge the fund's ability to generate alpha.

Expense Ratio: 0.79

Average Trading Volume

MINV's average trading volume indicates its liquidity and how easily shares can be bought or sold.

Bid-Ask Spread

The bid-ask spread provides insights into the cost of trading MINV, with narrower spreads indicating higher liquidity and lower transaction costs.

Market Environment Factors

Economic indicators, sector growth prospects, and geopolitical events in the Asia Pacific region significantly affect MINV. The increasing adoption of technology, growing middle class, and government policies promoting innovation are positive factors for MINV.

Growth Trajectory

MINV's growth depends on its ability to identify and invest in successful innovative companies in Asia ex-Japan. Changes to strategy and holdings will occur through market conditions, fund performance and other external factors.

Competitive Edge

MINV's competitive advantage lies in Matthews Asia's expertise in Asian markets and the fund's active management approach. The focus on innovative companies provides exposure to high-growth potential opportunities. Active management allows the fund to adapt to changing market conditions and identify undervalued companies. These strengths, combined with a bottom-up investment approach, differentiate MINV from passively managed ETFs.

Volatility

MINV's historical volatility reflects the fluctuations in its returns, which are influenced by market conditions and the risk profile of its underlying holdings.

Market Risk

MINV is subject to market risk, including fluctuations in equity prices, currency exchange rates, and geopolitical events in Asia ex-Japan. Specific risks include the concentration of investments in certain sectors and countries.

Ideal Investor Profile

The ideal investor for MINV is someone seeking long-term capital appreciation and willing to accept a higher level of risk in exchange for potentially higher returns from innovative companies in Asia ex-Japan.

Market Risk

MINV is best suited for long-term investors with a growth-oriented investment strategy and a tolerance for volatility.

Matthews Asia Innovators Active ETF (MINV) is an actively managed fund that invests in innovative companies across the Asia Pacific region, excluding Japan. The fund focuses on businesses with growth potential and disruptive business models and aims for long-term capital appreciation. MINV's active management and focus on innovation offer potential for alpha generation but also entail higher expenses and volatility. It's a suitable option for long-term investors seeking exposure to Asian innovation and growth, willing to accept a higher level of risk.

Data Sources:

• Matthews Asia Website
• ETF.com
• Morningstar
• SEC Filings

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risks, including the potential loss of principal.