Banco Santander Chile SA
Developing a Strategy for Investing in Latin America Funds
In this series, we’ve reviewed seven LatAm-focused mutual funds (BDERX) in terms of their sectoral changes over the past year and the possible reasons for their performances in 2016.
How Did CorpBanca Perform Compared to Peers and ETFs?
In this article, we’ll compare the PE and PBV ratios of CorpBanca to its peers Itau Unibanco, Banco de Chile, Banco Santander Chile, and BanColombia.
Did Chile’s Copper Mine Strike Impact Its Economic Growth in 1Q17?
Chile’s economy grew 0.1% on a year-over-year basis in 1Q17, lower than the 0.5% expansion in 1Q16.
Central Bank of Chile Keeps Rates Constant, Monitors Inflation Levels
The banking sector in Chile got a boost as Banco Santander Chile (BSAC) and Banco De Chile (BCH) rose by more than 1% on June 17.
How Is ALEAX’s Portfolio Positioned Year-to-Date in 2016?
ALEAX seeks long-term capital appreciation “by investing at least 80% of the value of its net assets in equity securities of Latin American companies.”
Passive Funds Look Well-Matched with Brazilian Equities for Now
The iShares MSCI Brazil Capped ETF (EWZ) is the most frequently traded ETF that invests in Brazilian equities. The fund’s total returns for 1Q16 stood at 28%.
T. Rowe Price Latin America Fund Is Showing Versatility
From a purely NAV return standpoint, the T. Rowe Price Latin America Fund has had an excellent one-year period until March 24, 2016. It ranked first among its peer group.
Aberdeen Latin American Equity Fund: Not an Amazing 2016 YTD
The Aberdeen Latin American Equity Fund – Class A (ALEAX) is the smallest fund in this review with assets worth $2.6 million under management as of February 2016.
Quantitative Metrics Are Firmly on the Side of PRLAX
From a purely net asset value return standpoint, PRLAX has been a strong performer for both the one-year period until February 17, 2016, and for 2015.
ALEAX: Good Things in a Small Package?
From a purely net asset value return standpoint, ALEAX performed well in both the one-year period until February 17, 2016, and in 2015.
The T. Rowe Price Latin America Fund: A Focus on Financials
As of December 2015, the T. Rowe Price Latin America Fund’s assets were invested across 49 holdings.
The Aberdeen Latin American Equity Fund: Its Portfolio in 2015
Financials form one-third of the Aberdeen Latin American Equity Fund’s assets.
Portfolio Composition of PRLAX through November 2015
PRLAX’s assets were invested across 48 holdings as of November 2015, and it was managing assets worth $485.1 million.
Portfolio Composition of ALEAX through November 2015
ALEAX’s assets were invested across 41 holdings (including cash) as of November 2015, and it was managing assets worth $2.8 million.
Brazil’s Budget Deficit Continues to Worsen
According to the latest reading, Brazil’s budget deficit for the 12 months through October 2015 was 0.7% of GDP.
The Aberdeen Latin American Equity Fund Class A (ALEAX): Portfolio Overview
The Aberdeen Latin American Equity Fund Class A seeks long-term returns “by investing at least 80%…in equity securities of Latin American companies.”