The CCR of Chile, in its June meeting has approved 7 mutual funds by Robeco, including its family of conservative minimum volatility quantitative funds.
It has also approved two ETFs by iShares, one of them also following a minimum volatility philosophy. The CCR has also approved 10 mutual funds by UBAM.
List of Approved International Mutual Funds:
- BNY Mellon Investment Funds – Newton Emerging Income Fund – United Kingdom
- Robeco Capital Growth Funds – Robeco Active Quant Emerging Markets Equities -Luxembourg
- Robeco Capital Growth Funds – Robeco Emerging Conservative Equities – Luxembourg
- Robeco Capital Growth Funds – Robeco European Conservative Equities – Luxembourg
- Robeco Capital Growth Funds – Robeco European High Yield Bonds – Luxembourg
- Robeco Capital Growth Funds – Robeco Financial Institutions Bonds – Luxembourg
- Robeco Capital Growth Funds – Robeco US Large Cap Equities – Luxembourg
- Robeco Capital Growth Funds – Robeco US Select Opportunities Equities – Luxembourg
- UBAM – Corporate US Dollar Bond – Luxembourg
- UBAM – Emerging Market Bond – Luxembourg
- UBAM – Emerging Market Corporate Bond – Luxembourg
- UBAM – Europe Equity – Luxembourg
- UBAM – Global High Yield Solution – Luxembourg
- UBAM – Local Currency Emerging Market Bond – Luxembourg
- UBAM – Swiss Equity – Luxembourg
- UBAM Convertibles – UBAM Convertibles Euro 10-40 – France
- UBAM Convertibles – UBAM Convertibles Europe – France
- UBAM FCP – EM Investment Grade Corporate Bond – France
- Julius Baer Multicooperation – Commodity Fund (USD) – Luxembourg
List of approved titles representing financial indexes:
- iShares, Inc. – iShares Core MSCI Emerging Markets ETF – United States
- iShares Trust – iShares MSCI EAFE Minimum Volatility Index Fund – United States
On the other hand, the CCR has disapproved 3 funds/ETFs assets under management under $100 million:
- SPDR Index Shares Funds – SPDR S&P Emerging Europe ETF – United States
- Credit Suisse Equity Fund (Lux) – Small and Mid Cap Europe – Luxembourg
- Lombard Odier Funds – Emerging Market Bond Fundamental – Luxembourg
The Morgan Stanley US Dollar Liquidity Fund based in Luxemburg has also been disapproved by petition of Morgan Stanley Investment Funds.
Finally, the following list has been disapproved because of mergers or absorptions of the mutual funds:
- JPMorgan Funds – US Dynamic Fund – Luxembourg
- BNP Paribas L1 – Bond Asia ex-Japan – Luxembourg
- BNP Paribas L1 – Bond Best Selection World Emerging – Luxembourg
- BNP Paribas L1 – Bond Euro High Yield – Luxembourg
- BNP Paribas L1 – Bond Europe Emerging – Luxembourg
- BNP Paribas L1 – Bond USD – Luxembourg
- BNP Paribas L1 – Bond World – Luxembourg
- BNP Paribas L1 – Bond World Emerging Corporate – Luxembourg
- BNP Paribas L1 – Bond World Emerging Local – Luxembourg
- BNP Paribas L1 – Bond World High Yield – Luxembourg
- BNP Paribas L1 – Convertible Bond World – Luxembourg
- BNP Paribas L1 – Equity Asia Emerging – Luxembourg
- BNP Paribas L1 – Equity Best Selection Asia ex-Japan – Luxembourg
- BNP Paribas L1 – Equity Best Selection Euro – Luxembourg
- BNP Paribas L1 – Equity Best Selection Europe – Luxembourg
- BNP Paribas L1 – Equity Best Selection USA – Luxembourg
- BNP Paribas L1 – Equity China – Luxembourg
- BNP Paribas L1 – Equity Europe Emerging – Luxembourg
- BNP Paribas L1 – Equity Europe Growth – Luxembourg
- BNP Paribas L1 – Equity Germany – Luxembourg
- BNP Paribas L1 – Equity India – Luxembourg
- BNP Paribas L1 – Equity Indonesia – Luxembourg
- BNP Paribas L1 – Equity Russia – Luxembourg
- BNP Paribas L1 – Equity Turkey – Luxembourg
- BNP Paribas L1 – Equity USA Growth – Luxembourg
- BNP Paribas L1 – Equity USA Small Cap – Luxembourg
- BNP Paribas L1 – Equity World Emerging – Luxembourg
- BNP Paribas L1 – Equity World Energy – Luxembourg
- BNP Paribas L1 – Equity World Health Care – Luxembourg
- BNP Paribas L1 – Equity World Materials – Luxembourg
- BNP Paribas L1 – Opportunities USA – Luxembourg
- BNP Paribas L1 – World Commodities – Luxembourg