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September 2026what changed

Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF · IE00BF4G6Z54 · JREM · snapshots compared: 21 Aug1 September 2026
In brief: 7 holdings added and 3 removed from the basket · 1 weight change beyond ±0.25 points · monthly return −0.8% · costs and key facts unchanged.

Basket — holdings added (7)

HoldingWeight on entry
NANYA TECHNOLOGY CORP /TWD/0.15%
WINBOND ELECTRONICS CORP /TWD/0.14%
PHISON ELECTRONICS CORP /TWD/0.10%
INVENTEC CORP /TWD/0.04%
GLOBALWAFERS CO LTD /TWD/0.03%
CHAOZHOU THREE-CIRCLE GR /CNH/0.02%
VICTORY GIANT TECHNOLOGY /CNH/0.02%

Basket — holdings removed (3)

HoldingWeight on exit
XINYI SOLAR HOLDINGS LTD /HKD/0.05%
KINGDEE INTERNATIONAL SF /HKD/0.04%
AXIA ENERGIA SA PFD /BRL/<0.01%

Holdings compared (excluding cash instruments): 386 → 390.

Holding weights

Holdingfromto
SAMSUNG ELECTRONICS CO L /KRW/8.87%8.29%

Top 10 — before and after

Holding30 Jun1 Sept
TAIWAN SEMICONDUCTOR MAN /TWD/ (enters top 10)9.85%
SAMSUNG ELECTRONICS CO L /KRW/ (enters top 10)8.29%
SK HYNIX INC /KRW/ (enters top 10)5.75%
TENCENT HOLDINGS LTD /HKD/ (enters top 10)2.96%
ALIBABA GROUP HOLDING LT /HKD/ (enters top 10)1.93%
MEDIATEK INC /TWD/ (enters top 10)1.83%
CHINA CONSTRUCTION BANK- /HKD/ (enters top 10)0.99%
DELTA ELECTRONICS INC /TWD/ (enters top 10)0.97%
PETROBRAS - PETROLEO BRA /BRL/ (enters top 10)0.86%
HON HAI PRECISION INDUST /TWD/ (enters top 10)0.85%
TSMC (leaves the top 10)10.00%
Samsung Electronics (leaves the top 10)9.30%
SK Hynix (leaves the top 10)7.90%
Tencent (leaves the top 10)2.90%
Alibaba (leaves the top 10)1.60%
MediaTek (leaves the top 10)1.60%
Delta Electronics (leaves the top 10)1.20%
Hon Hai Precision Industry (leaves the top 10)1.00%
HDFC Bank (leaves the top 10)0.90%
China Construction Bank (leaves the top 10)0.80%

Combined top-10 weight: 37.2% → 34.3%.

Countries

Country30 Jun1 Sept
South Korea0.0%20.9%
Cayman Islands0.0%10.9%
China0.0%10.8%

The three countries that moved the most between the two snapshots.

Monthly return

0.8% in USD (NAV 52.0651.67, 31 Aug3 Sept). Accumulating fund: no distributions.

Costs and key facts

TER0.33% — unchanged
Transaction costs (KID)0.30% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.