The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Value Partners
Value Partners, an Asian asset manager, has launched the Value Partners HK-US Dividend Low Volatility ETF, a new passive exchange-traded fund (ETF). Tracking the CCX HK-US Dividend Low Volatility Index (HKD Net Return), the fund employs a high dividend plus low volatility multi-factor strategy across Hong Kong and US equities, offering investors a defensive yet growth-oriented addition to their portfolios. The fund is scheduled to list on The Stock Exchange of Hong Kong (SEHK) on 31 March 2026, the firm said in a statement.

The CCX HK-US Dividend Low Volatility Index (HKD Net Return), which the fund tracks, is a cross-market equity index comprising securities listed on the SEHK that are eligible for Southbound trading under the Stock Connect, alongside common stocks listed on the New York Stock Exchange (NYSE), the NASDAQ Stock Market (NASDAQ) and NYSE American. The index maintains with an aggregate weighting of 65 per cent in Hong Kong equities and 35 per cent in US equities. This allocation is designed to draw on the strengths of both markets.

Hong Kong equities have historically offered higher dividend yields and more attractive valuations, while the US market is home to companies with stable earnings and a consistent record of dividend payments, the firm continued. As the Hong Kong and US markets often move through different economic cycles and exhibit relatively low correlation, this complementary cross-market structure helps mitigate single-market volatility and enhances overall portfolio diversification.

The fund is designed to provide investors with a convenient means of accessing low-volatility strategies across both the Hong Kong and US markets, thereby reducing single-market exposure while seeking more stable returns. Notably, the fund adopts a no-dividend distribution policy, which remains relatively uncommon among Hong Kong-listed dividend ETFs. In the current low-interest-rate environment, automatic reinvestment of dividends is intended to enhance the compounding effect and support sustainable long-term capital appreciation, aligning with the objectives of investors seeking consistent, long-term asset growth.

Aberdeen Investments
Aberdeen Investments, the investment arm of the Aberdeen Group, has launched the Aberdeen SICAV I Global Enhanced Yield Fund. The fund, which offers a differentiated approach to global high yield investing by harvesting coupon income, is classified under Article 8 of the EU’s Sustainable Finance Disclosure Regulation (SFDR).

It is available for distribution in Hong Kong and European countries including Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the UK.

The fund aims to isolate and enhance returns generated from coupon (i.e. interest payments) and carry (i.e. the income earned by holding investments) within portfolio construction. It also explores the opportunity set globally by investing up to 30 per cent allocation into emerging markets, while maintaining at least 70 per cent developed market exposure. It has an average portfolio credit rating of BB-, with volatility in line with the Global High Yield index to avoid overextending risk.

“In an environment where financial markets are increasingly influenced by volatile and opaque macroeconomic headlines, dependable coupon income plays a critical role in both preserving and strengthening total returns for our investors,” George Westervelt, head of Global High Yield, Aberdeen Investments, said.

Emerging markets often offer higher coupons than developed markets, without necessarily introducing disproportionate risk, the firm added. Recent data indicates that emerging market high-yield bonds typically yield 8-9 per cent, compared with 5-7 per cent in developed markets. Global diversification can help investors achieve a better balance between income, yield and risk, reducing reliance on any single market as a source of performance, the firm said.