When combined, the various factors may help diminish risk while providing exposure to any potential upside, or improve a portfolio’s risk-adjusted returns over time.
JHMD’s sector weights include financials 18.8%, industrials 16.2%, consumer discretionary 15.5%, materials 10.6%, health care 8.2%, consumer staples 8.2%, telecom services 5.7%, utilities 4.7% energy 4.5% and information technology 4.2%. Top holdings include Toyota 1.8%, ABB LTD 1.2%, Novartis AG 1.0%, Basf SE 1.0% and Nestle SA 1.0%.
Country exposures include Japan 25.3%, United Kingdom 18.3%, Germany 9.4%, France 9.1%, Switzerland 8.4%, Australia 7.1%, Hong Kong 3.5%, Spain 3.1, Netherlands 3.1% and Sweden 2.8%.
Financial advisors who are interested in learning more about international market risks and opportunities can register for the Tuesday, January 10 webcast here.