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Morningstar

Tracker Fund of Hong Kong ETF 2800

Morningstar Medalist Rating
Medalist Rating as of | See Hang Seng Investment Hub

Morningstar’s Analysis 2800

Will 2800 outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 2800’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 2800 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 2800’s parent organization’s priorities and whether they’re in line with investors’ interests.

A largely representative portfolio and its low price tag will likely help the ETF to maintain a durable edge over its peers.

Director Jackie Choy

Jackie Choy

Director

Summary

The Tracker Fund of Hong Kong’s portfolio is largely representative of the investment opportunity set available to its Morningstar Category peers. This, together with a low ongoing charge of 0.08%, will likely help the ETF to maintain a durable edge versus the competitors.

by Jackie Choy
Rated on Published on

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Portfolio Holdings 2800

More 2800 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

8.84 10.9 Bil
Cash and Equivalents

HSBC Holdings PLC

8.25 10.1 Bil
Financial Services

Alibaba Group Holding Ltd Ordinary Shares

7.49 9.2 Bil
Consumer Cyclical

AIA Group Ltd

5.63 6.9 Bil
Financial Services

Meituan Class B

5.39 6.6 Bil
Consumer Cyclical

China Construction Bank Corp Class H

4.80 5.9 Bil
Financial Services

China Mobile Ltd

3.86 4.7 Bil
Communication Services

Industrial And Commercial Bank Of China Ltd Class H

2.89 3.6 Bil
Financial Services

CNOOC Ltd

2.66 3.3 Bil
Energy

Hong Kong Exchanges and Clearing Ltd

2.58 3.2 Bil
Financial Services