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Upturn AI SWOT - About
Martin Currie Sustainable International Equity ETF (MCSE)
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Upturn Advisory Summary
04/01/2025: MCSE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.15% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 11513 | Beta 1.27 | 52 Weeks Range 13.03 - 15.48 | Updated Date 04/2/2025 |
52 Weeks Range 13.03 - 15.48 | Updated Date 04/2/2025 |
Upturn AI SWOT
Martin Currie Sustainable International Equity ETF
ETF Overview
Overview
The Martin Currie Sustainable International Equity ETF (MCSE) seeks long-term capital appreciation by investing in a diversified portfolio of international equities that meet specific environmental, social, and governance (ESG) criteria. It focuses on companies demonstrating sustainable business practices and positive social impact.
Reputation and Reliability
Martin Currie is a well-established investment manager with a history of responsible investing. They are known for their commitment to ESG principles.
Management Expertise
The management team possesses extensive experience in international equity investing and sustainable investing practices.
Investment Objective
Goal
To provide long-term capital appreciation by investing in sustainable international equities.
Investment Approach and Strategy
Strategy: The ETF employs active management, selecting companies based on fundamental analysis and ESG considerations.
Composition The ETF primarily holds stocks of companies located outside the United States that demonstrate strong ESG characteristics.
Market Position
Market Share: Data unavailable at this time.
Total Net Assets (AUM): Data unavailable at this time.
Competitors
Key Competitors
- VEU
- VXUS
- ESGU
- IDEV
Competitive Landscape
The international equity ETF market is highly competitive, dominated by large, passively managed funds. MCSE differentiates itself with its active management and focus on sustainability, potentially offering higher returns but also carrying higher fees and risk than passive alternatives.
Financial Performance
Historical Performance: Historical performance data unavailable at this time.
Benchmark Comparison: Benchmark comparison data unavailable at this time.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The ETF's average trading volume data is unavailable at this time.
Bid-Ask Spread
The ETF's bid-ask spread is unavailable at this time.
Market Dynamics
Market Environment Factors
Economic growth in developed and emerging markets, interest rate policies, geopolitical risks, and investor sentiment towards ESG investing can affect the ETF's performance.
Growth Trajectory
Growth will depend on the increasing investor demand for sustainable investments, the fund's ability to outperform its benchmark, and its capacity to attract new assets.
Moat and Competitive Advantages
Competitive Edge
MCSE's competitive advantage lies in its active management approach, focused on sustainability, and potentially higher returns. The active management team seeks to identify companies with strong ESG profiles that are undervalued by the market. The ETF's sustainability focus may attract investors seeking both financial returns and positive social impact. The fund's size might allow for more nimble investment decisions than larger competitors.
Risk Analysis
Volatility
Volatility is unavailable at this time.
Market Risk
Market risk includes potential losses due to general market declines, sector-specific downturns, and currency fluctuations. International equities are inherently subject to political and economic risks specific to the countries in which the companies are located.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor who is committed to sustainable investing and seeks capital appreciation through international equities.
Market Risk
This ETF is suitable for long-term investors who are willing to accept higher fees for active management and have a strong interest in ESG factors.
Summary
The Martin Currie Sustainable International Equity ETF aims to provide long-term capital appreciation through sustainable international equities. It differentiates itself with its active management style and focus on ESG. The fund is suitable for investors who are willing to pay higher fees for a specialized investment strategy and a focus on sustainability. However, the ETF's returns depend on the ability of the active management team to make good calls and is not readily quantifiable.
Similar Companies
ESGU
iShares ESG Aware MSCI USA ETF
ESGU
iShares ESG Aware MSCI USA ETF
IDEV
iShares Core MSCI International Developed Market
IDEV
iShares Core MSCI International Developed Market
IXUS
iShares Core MSCI Total International Stock ETF
IXUS
iShares Core MSCI Total International Stock ETF
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEU
Vanguard FTSE All-World ex-US Index Fund ETF Shares
VEU
Vanguard FTSE All-World ex-US Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
- Other Financial News Sources
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data and AUM data may not be up-to-date and is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Martin Currie Sustainable International Equity ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets in equity and equity-related securities of foreign companies and other investments with similar economic characteristics that meet the sub-advisor"s environmental, social and governance (ESG) criteria for the fund. The fund may seek investment opportunities in any foreign country and under normal market conditions will invest in, or have exposure to, securities of companies located in at least three foreign countries. It is non-diversified.
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