EM Bond & Currency Funds

Top category "WisdomTree Fixed Income ETFs" is hidden please check in administration to make it visible

Parent category "Emerging Markets" is hidden please check in administration to make it visible

Draft theme Never published

EM Bond & Currency Funds

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.

 

WisdomTree EM Bond & Currency ETFs are funds invested in emerging market bonds as performance/risk alternatives to U.S. high yielding corporate bonds, and screened by a Modern Alpha® factor combination of 

  • credit quality  
    • compared to U.S. high yielding corporate bonds - EMCB
  • local debt
    • seeking total return of income and capital appreciation (in local currencies) - ELD
  • currency strategies
    • combining favorable money market rates and currency value relative to the U.S. dollar
      • Yuan-based - CYB
      • selected currencies - CEW

 

WisdomTree U.S. High Yield Corporate Bond Fund is the benchmark of this theme

 

The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

 

As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker

Expand any chart by double-click

 

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

EM Bond & Currency Funds • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree Chinese Yuan Strategy Fund CYB NYSEARCA - - - 25 M 14.3% Neutral 6%   10% -3%
WisdomTree Emerging Currency Strategy Fund CEW NYSEARCA - - - 18 M 7.9% Neutral 7%   23% -4%
WisdomTree Emerging Markets Corporate Bond Fund EMCB NASDAQ - - - 37 M 11.8% Neutral 12%   31% -3%
WisdomTree Emerging Markets Local Debt Fund ELD NYSEARCA - - - 177 M 6.0% Neutral 11%   37% -8%