Email of the day (2)
"Do you or David or the Collective know of a fund that invests in companies which approximate the Fullermoney theme(s) of leading multinational dividend aristocrats exposed to developing markets' expanding middle classes?"
Eoin Treacy's view Thank
you for this question which others may also have an interest in. It is difficult
to specifically name a fund that invests in companies which derive most of the
income from Asia's burgeoning middle classes.
The only
fund I know of that specifically invests in dividend aristocrats is the SPDR
Dividend ETF which tracks the performance of the S&P1500 dividend aristocrats.
While the fund does not filter for companies that offer exposure to the global
middle class, it does contain a number of such companies.
The Personal
Assets Investment Trust and Newton Real
Return are both UK listed and invest in a number of companies favoured by
Fullermoney.
Iain
Little and Bruce Albrecht's GTI fund and Peregrin Cust's Prana
Limited (Virgin Island listed) also invest in a number of such companies
as well as those listed in Asia. Both these funds have significantly higher
charges and have minimums which may not suit all investors.
If the
Collective can suggest any other appropriate funds, we would be happy to add
them to the Chart Library. .