Never miss an update

Search Results

Showing results for 'ETF'

UBS IQ Morningstar Australia Quality ETF

Fund Manager: UBS
Inception Date: Oct 01, 2012

Australia’s ETF industry hits $39.2bn in H1

Money Management - Jul 16, 2018

Australia’s exchange-traded funds (ETF) industry has finished the first half of the year at a new record high of $39.2 billion in funds under management (FUM) with the majority coming from net inflows, according to the BetaShares 2018 Australian ETF Half Year Review. Passive index products received 77 per cent of these inflows while 16 per cent of the flows came from active ETFs which, according to the study, was a sign that a new category began to take hold in the market, with the expectation for continued growth. BetaShares and Vanguard were the largest two issuers in the six-month period of net inflows, combining to receive over 50 per cent of the industry inflows. [More]

ETFs are not ‘weapons of mass destruction’

Investor Daily - Jul 13, 2018

Only 10-20 per cent of investable assets need to be actively managed, says ETF Securities founder Graham Tuckwell – and the current scaremongering about ETFs is “absolute nonsense”. Speaking in Sydney this week, ETF Securities founder Graham Tuckwell said there is a place for "very clever active fund managers", but the scales are currently tipped too far in their favour. "You need those people out there in order to do the particular stock-picking, in order to price one security against the other, but you don’t need 80 per cent of the market doing that, particularly when they’re underperforming," Mr Tuckwell said.   "The majority of money should be invested in the passive stuff and the pricing of individual securities should be done by the active guys, which might comprise 10 or 20 per cent of the market," he said. [More]

One of the unique attributes of Exchange Traded Funds (ETFs) and one which they share with managed funds, is their ability to create new units. This means that theoretically there is no limit to the size that an ETF can get to. Below we have a look at which ETFs had the highest net inflows last financial year to see where investors have been placing their money. In what has become a year on year trend, the segment added over 30% in assets to close the financial year at $38.87 billion in ... [More]

Emerging market ETFs lack nuance: JP Morgan

Investor Daily - Jul 12, 2018

Emerging markets equities are so diverse that a passive investment strategy could expose investors to risks, according to JP Morgan – but BetaShares has cited figures that indicate active does not necessarily outperform passive in this regard.   Speaking to InvestorDaily, JP Morgan Asset Management global market strategist Kerry Craig said many investors who deemed emerging markers “too risky (or volatile)” were overlooking some significant sources of long-term returns. While the choice between an active or passive strategy would come down to personal preference, Mr Craig indicated a passive approach would be ill-suited to the intricacies of investing in emerging markets. [More]

The exchange-traded funds market is set to take off in Australia, according to ETF Securities founder Graham Tuckwell. Mr Tuckwell said yesterday the attitude towards investing in exchange-traded funds had become much more positive in recent years, with Australia beginning to catch up with developments in the US and Europe. But he said the tight margins meant there would only be a market for a small number of larger ETF operators in Australia with more than $1 billion in assets under management each. “The Australian market is far more receptive to a discussion on ETFs than it ever has been,” he said. [More]

Australian financial advisers’ understanding of the uses of ETFs is low but increasingly improving, according to ETF Securities. Speaking at a media event yesterday, head of ETF Securities Australia Kris Walesby said ETFs are still a relatively new product in the Australian marketplace and Australian advisers are not yet accustomed to them. “The understanding is low,” he said. “ETFs haven’t been around that long in Australia, so obviously State Street’s been around since 2000, but the understanding of ETFs and their usage has really only come about in the last five years.” [More]

Self-managed superannuation funds (SMSFs) have been doing it tough in the low-yield environment. But there may be a silver lining, experts say, in that the diversification message seems to sinking in – at last. The relative under-performance of the S&P/ASX 20 has made the past year a difficult one for SMSFs, says Marcus Evans, Head of SMSF Customers at Commonwealth Bank. The traditional SMSF basket, with heavy weighting to banks and Telstra, has delivered lacklustre results. "The ASX has also underperformed compared to international markets, with the US market in particular strongly outperforming the ASX since the global financial crisis," Evans says. [More]

VanEck’s equity ETF certified by RIAA

Money Management - Jul 02, 2018

VanEck has announced its international sustainable equity exchange-traded fund (ETF) has been certified as “ethical” by the Responsible Investment Association Australasia (RIAA). The fund was launched on the Australian Securities Exchange (ASX) in March 2018 and aimed to provide investors with access to a portfolio of around 174 “true-to-label” sustainable international companies. It tracked the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index, which screens companies based on fossil fuel ownership and revenues, socially responsible activities, environmental, social or governance (ESG) performance, and carbon emissions. [More]

In what is becoming an increasingly popular trend, another Active ETF has recently launched, with InvesSMART launching their Australian Equity Income Fund (INIF), raising $30m prior to listing, and now offering their Value Investing style with a single ASX trade. Below we have a look at INIF. What’s the InvestSMART story? InvestSMART is a listed company, listed on the ASX under the ticker INV. It’s a company that has reinvented itself many times over the years. InvestSMART star ... [More]

InvestSMART active ETF debuts on ASX

Money Management - Jun 19, 2018

InvestSMART’s first active exchange-traded fund (ETF) has debuted on the Australian Securities Exchange (ASX). The InvestSMART Australian Equity Income Fund (INIF), which managed to exceed its target and closed at more than $30 million of fund under management (FUM), commenced trading on the ASX at a unit price of $2.50. It would mirror the group’s existing unlisted Intelligent Investor Equity Income Portfolio, which has returned 11.5 per cent per annum since inception. [More]

Find a Fund