abrdn Emerging Markets Dividend Active ETF Q4 2024 Commentary

2025-03-28 10:35:00 ET

Summary

• The abrdn Emerging Markets Dividend Active ETF fell by 6.84% but outperformed the benchmark by 108 basis points, driven by strong performance in Taiwan and resilient positions in India.
• Emerging markets faced challenges, including Trump's tariff threats and South Korea's political instability, but structural tailwinds and fiscal discipline remain supportive.
• New investments in Taiwan's Alchip Technologies and Delta Electronics, as well as AIA Group and China Construction Bank, reflect a focus on sustainable growth.
• Despite uncertainties, the outlook for emerging markets is constructive, with attractive valuations and a balanced portfolio focused on high dividend and growth businesses.

Fund performance

The Fund fell by 6.84% over the quarter, but it outpaced the benchmark by 108 basis points....

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