NewTimeSpace— 26 Jan: With market style rotating back to value, the CSOP FTSE East-West Equity Select ETF (03441.HK) jumped more than 1% in early trade. The fund blends internet, high-dividend financials, new-energy and defence-pharma, offering a “value floor + growth kick” profile.

HKEX data show 03441.HK — officially the CSOP FTSE East-West Equity Select ETF — tracks the FTSE ETF Connect East-West Heritage Select Index (NTR). The benchmark is split 65% FTSE Custom South-bound High-Dividend HK Index and 35% Russell 1000 Cash-Flow Focus Index. A quant-plus-fundamental screen aims to outperform the Hang Seng benchmark while keeping drawdowns in check.

An October 2025 holdings sheet lists 123 constituents with well-balanced weights, leaving the portfolio less hostage to mega-caps or single-cycle bets. Sector exposure is far more evenly spread than typical on-shore dividend themes, yet the ETF still offers a 5.94% dividend yield.

With China’s low-rate regime set to persist — and further RRR or rate cuts expected in 2026 — insurers and wealth-management money are likely to raise equity allocations. In this “asset-scarce” world, steady cash-flow products sporting near-6% yields should remain on the shopping list for conservative investors.

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