TREE NEWS reports: The index tracked by the CSOP FTSE East-West Equity Select ETF (03441.HK) returned about 30.8% year to date through September 30, 2026, with a maximum drawdown of roughly 8% over the past year. The ETF allocates about 60% to Hong Kong high-dividend stocks and 40% to large US companies screened on free cash flow. Since joining Stock Connect in November 2025, 03441 has gained over 30%, ranking first among southbound ETFs.
CSOP FTSE East-West Equity ETF Index Up 30.8% YTD
The notable point is the structure, not the return: a barbell of Hong Kong high-dividend names against cash-flow-screened US large caps, with drawdown held to roughly 8% over a year. Southbound Stock Connect access since November 2025 has clearly widened the buyer base, and the first-place southbound ranking suggests mainland demand for cross-market exposure is doing real work here. Whether that demand persists once the YTD gain matures, and whether the 60/40 split keeps behaving as a genuine diversifier rather than a single directional bet, are the open questions.
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