EGA Plans 'Beyond-BRIC' And 'Demand' ETFs

By IndexUniverse January 20, 2012, 06:29:55 PM EDT

Emerging Global Advisors, the ETF firm focused solely on developing economies, filed regulatory paperwork to market two more ETFs, one that it calls “Beyond BRICs,” and the other seeking exposure to domestic consumer demand in the developing world in general.

Both the EGShares Beyond BRICs ETF and the EGShares Emerging Markets Domestic Demand ETF are designed to focus on companies that “stand to benefit significantly from the strong industrial and consumption growth occurring in middle income nations around the globe,” the filing said.

They will each have net annual expense ratios of 0.85 percent, which includes a one-year fee waiver agreement, the filing with the Securities and Exchange Commission said. The company didn’t disclose tickers in the filing.

Emerging Global has had mixed success with its 19 ETFs. Its most successful strategy, the consumer-demand-focused EGShares DJ Emerging Markets Consumer Titans ETF (NYSEArca:ECON), has gathered nearly $300 million and represents roughly half of the company’s total assets under management.

Emerging Global isn’t alone in the quest to slice and dice emerging market exposure at a time when investors are looking for relatively strong growth prospects given the sluggish growth in debt-laden developed nations. The so-called BRIC countries—Brazil, Russia, India and Chin—were the first to gain popularity among investors.

In 2011, investors poured nearly $24 billion into international equity ETFs, representing almost 10 percent of total ETF inflows for the year, according to data compiled by IndexUniverse.

The Details

The “Beyond BRIC” strategy will seek to fully replicate the INDXX Beyond BRICs Index, a market-capitalization-weighted index comprising the 50 leading companies in the emerging market space with the exception of BRIC.

It will invest in equities, including American depositary receipts of small- and midcap companies with at least $100 million in market capitalization.

Similarly, the “domestic demand” ETF will track the INDXX Emerging Markets Domestic Demand Index, which is designed to tap into a representative sample of 50 emerging market companies deemed to provide greater exposure to local markets than the MSCI Emerging Markets Index.

Emerging Global’s domestic demand fund will focus on a select group of sectors such as consumer goods, consumer services, health care, telecommunications and utilities, the filing said.

Neither fund will “seek temporary defensive positions when equity markets decline or appear to be overvalued,” the filing said.

Emerging Global is the 25 th -largest ETF provider in the U.S., with about $572 million of assets under management, according to data compiled by IndexUniverse.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, ETFs

Referenced Stocks: ECON



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