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OCL, TNE, NDQ or QQQ, 60/40, GEAR, equal weight, VAE & how to become an analyst [2 Sense]

Australian Investors Podcast

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The Importance of Active Management in Asia

We generally we have a couple of tilts in our asset location in Asia. The difference is I think that holds either 200 or 1000 companies, whether your I shares Asia has 50. You've got a more concentrated exposure. So TSMC for example is like 10% of the I shares versus three or four in the Vanguard option. We tend to prefer the I shares IAA, which is the top 50 but you're not going to go too wrong.

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