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PPEM
+1.24 · +4.72%
$27.62 · NYSE ARCA

PortfolioPlus Emerging Markets ETF (PPEM) ETF Analysis | Trading--Leveraged Equity

Direxion Funds · USA
AUM:$1.0M
#– of – in Trading--Leveraged Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

PPEM returned -3.1% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.61% — moderate cost. Consider how fees compound over long holding periods.

What is PPEM?

Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of emerging markets companies that meet PanAgora"s ESG criteria. The fund"s equity investments may include common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs").

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
PPEM returned -3.1% over the past year, reflecting recent market conditions.
Moderate Cost
Expense ratio of 0.61%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 45.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.0M
Expense Ratio0.61%
Dividend Yield2.06%
Holdings10
Inception DateFeb 2018
Domicile–
Distribution–
Index–
ProviderDirexion Funds
Beta1.00
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+32.4%
1Y
+53.1%
3Y
+93.5%
5Y
+91.1%
OpenBook InsightIf you had invested £10,000 in PPEM 5 years ago, it would have grown to £19,109 — a gain of £9,109.

Annual Returns

Calendar year performance

PPEM delivered positive returns in 4 of the last 4 calendar years.
YearPPEM
2026 YTD+27.8%
2025+35.3%
2024+9.2%
2023+0.1%
CAGR 3yr+13.9%
4/4 positive yearsAvg return: +18.1%Worst year: +0.1% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
27.1%
Moderate
Momentum
+10.9%
30-day change
Support Level
21.87
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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