The gap widens in our favour
What I see in the chart is a gap opening behind the Dexterity portfolio, since lockdown. In my opinion the gap is opening because investors have taken to ESG, and to Clean Energy in particular.
For transparency; of course both Philip and I have invested money in all funds of the Dexterity portfolio.
Some of you will remember I used to recommend a China ETF, but stopped when I noticed insecurity in me about the ethics of some of the underlying companies. I'm very glad to tell you there is now an ESG China ETF. It comes from UBS. Here are the Factsheet and Key Investor Information Documents. I am contemplating it as a candidate for the next six-monthly revision (3 Dec).