Equity Vietnam RFS Taiwan Performance Analysis Global stock markets have been fluctuated by Trump’s tariff war. In the Southeast Asian market, Vietnam stands out with its strong economic growth, and domestic Vietnam equity funds have also benefited from it. According to LSEG Lipper’s statistics, there are a total of 4 Equity Vietnam registered for sale in Taiwan, of which 3 are actively managed funds and 1 is a passive ETF. For the year-to-date period as of March 17, 2025, Equity Vietnam posted an average performance of 2.9%, and the average performance over the past year is as high as 10.9%.

Key Benchmarks Performance Hong Kong’s stock market is turning into one of the biggest winner of Donald Trump’s chaotic first 50 days in office. Its stock market benchmark of Hang Seng Index has surged 13.4% for February and 14.4% for the year-to-date period (as of 2025/2/28), making it one of the world’s top performer. China Shanghai Composite Index also rose 2.2% in February but posted negative return of 0.9% for the year-to-date period. US S&P 500, Dow Jones Industrial Average and NASDAQ Composite Index fell behind and posted negative return of 1.4%, 1.6% and 4.0%, separately for February. European markets,

European stocks have been a soaring path, with gains surpassing those of U.S. stocks and other major global markets. German’s DAX, France’s CAC 40, Spain’s IBEX 35 and UK’s FTSE 100 rallied by 9.2%, 7.7%, 6.7% and 6.1%, respectively for January. In Asia, Korea market is showing signs of rebounding, aided by low valuation in the second half of last year and fueling the optimism of overall robust fundamentals. Korea’s KOSPI index rallied 4.9% and became the top performing market among all Asia markets for January. US stock markets continued its bull path, Dow Jones Industrial index soared 4.7% and

Key Benchmarks Performance Taiwan market hit a record high in 2024. The key benchmark of Taiwan Stock Exchange Weighted Index had rallied by 28.5% (5,104.29 points in the year of 2024 which was the highest point gain in a single year, and the percentage gain was the highest since 2009). The Taiex’s percentage gain was the second highest in the world, trailing only the tech-heavy Nasdaq Composite index. This remarkable performance was followed by US S&P 500 (+23.3%), Japan’s Nikkei 225(+19.2%), Hong Kong’s Hang Seng Index (+17.7%), and Singapore’s Straits Times Index (+16.9%), while Korea and Brazil were underperforming ones.

For the month, 23% of all closed-end funds (CEFs) posted net asset value (NAV)-based returns in the black, with just 10% of equity CEFs and 33% of fixed income CEFs chalking up returns in the plus column. The average equity and fixed income CEF posted NAV-based losses of 3.12% and 1.94%, respectively, for September. Lipper’s mixed-assets CEFs (-1.93%) macro-group, for the second straight month, mitigated losses better than its two equity-based brethren: domestic equity CEFs (-3.11%) and world equity CEFs (-4.22%). The Energy MLP CEFs classification (-0.72%), also for the second month in a row, remained at the top of

Continued hawkish tones by Federal Reserve officials, rising interest rates, and climbing oil prices weighed on investors and pushed equity mutual funds and ETFs to their first quarterly loss in four—with the average equity fund posting a 3.68% decline in Q3. For the quarter, LSEG Lipper’s Commodities Funds macro-classification (+2.99%) outpaced the other six major equity groups for the first quarter in six. Alternative Equity Funds (+1.04%) took the runner-up position for the quarter, followed by Mixed-Assets Funds (-3.17%), U.S. Diversified Equity (USDE) Funds (-3.87%), Sector Equity Funds (-4.01%), World Equity Funds (-4.40%), and World Sector Equity Funds (-5.70%). For

For the month, 34% of all closed-end funds (CEFs) posted net asset value (NAV)-based returns in the black, with just 13% of equity CEFs and 49% of fixed income CEFs chalking up returns in the plus column. The average equity and fixed income CEF posted NAV-based losses of 1.98% and 0.54%, respectively, for August. Lipper’s mixed-assets CEFs (-1.26%) macro-group, for the first month in four, mitigated losses better than its two equity-based brethren: domestic equity CEFs (-1.73%) and world equity CEFs (-3.39%). The Energy MLP CEFs classification (-0.59%) moved to the top of the equity leaderboard, for the first month

  Despite ongoing inflationary concerns, strains in the banking sector, and a rise in geopolitical tensions during Q1, investors drove up stock prices on rumors that the Federal Reserve Board might pivot to a more dovish monetary policy, driving equity mutual funds to their second consecutive quarterly return—with the average equity fund posting a 5.32% gain in Q1. For the quarter, Refinitiv Lipper’s U.S. World Equity Fund macro-classification (+6.97%) outpaced the other six major equity groups for the second quarter in a row. Shrugging off the early-March turmoil in the banking sector and another 25-basis point (bp) interest rate hike

In this issue of Refinitiv Lipper’s Swiss Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for Swiss conventional funds and exchange-traded products for August 2022.   Loading

In this issue of Refinitiv Lipper’s Swiss Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for Swiss conventional funds and exchange-traded products for July 2022.   Loading

In this issue of Refinitiv Lipper’s Global Islamic Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for Islamic conventional funds and exchange-traded products for June 2022.   Loading

In this issue of Refinitiv Lipper’s Swiss Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for Swiss conventional funds and exchange-traded products for June 2022.   Loading