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UBS IQ Morningstar Australia Quality ETF

Fund Manager: UBS
Inception Date: Oct 01, 2012

In a white paper titled Getting Active: The Next Evolution in Exchange Traded Funds, BetaShares has dubbed active exchange-traded funds as ‘ETP 3.0’, the latest instalment in the exchange-traded product "revolution". “Up until recently, all of the ETPs available on the Australian market have been either passively managed ETFs, or rules-based exchange traded managed funds,” the paper said. Passively managed ETFs was referred to as ‘ETP 1.0’ in the paper, while rules-based investment strategies or smart beta strategies were named ‘ETP 2.0’. [More]

If there’s one thing we’ve learned running ETF Watch it is that we Australians love dividends. Our posts about dividend ETFs generate the most traffic, dividend focused ETFs are consistently searched for, and our dividend targeting feature in our fund database is one of our most popular. With Australia’s generous dividend imputation system and a share market that traditionally has a high dividend payout, as well as our low interest rate environment, it’s no surprise that ... [More]

What to make of bond-based ETFs? It is hardly a surprise that following on the success of share-based ETFs there is not a rush into bond products. Before I say anything I must declare an interest here. I am involved in selling bonds directly to private investors. Still, I expect any logical reader will not argue with the points I am about to make. Investors are taking to exchange traded funds, or ETFs, in droves. Who has time to individually assess companies for investment anymore? An ETF is an index-based portfolio of underlying assets such as stocks, bonds, oil futures, gold bars or foreign currency that divides ownership of those underlying assets into shares. These assets are indirectly owned by ETF investors who are entitled to a proportion of profits, income or dividends and franking credits paid by investments contained within an ETF. Similar to shares, ownership of an ETF share can be bought, sold or transferred on an exchange. [More]

Competition driving down ETF fees: Zenith

Investor Daily - Oct 06, 2017

Higher competition and demand for lower-priced products has driven down the price of ETF fees, according to Zenith Investment Partners.   The domestic exchange-traded funds (ETF) industry has “expand[ed] rapidly”, according to the latest Exchange Traded Funds Sector Review by Zenith Investment Partners, with ASX-listed ETFs enjoying 23 per cent growth in the year up to 31 August 2017. During this time, new entrants to the market and growing sophistication of products have driven growth in the industry and raised the level of competition, resulting in lowered fees. [More]

Australian ETF market keeps growing

Money Management - Oct 04, 2017

The Australian exchange-traded fund (ETF) market has continued to expand, with the market capitalisation of the sector increasing 23 per cent to $30.7 billion during the year to August, according to Zenith Investment Partners. Zenith’s ‘2017 Exchange Trade Funds Sector Review’ also found that product diversity continued to increase, with the number of ASX-listed ETFs rising from 145 to 165. However, the growth would also present new challenges to advisers and their investing clients as the market became more mature, according to Zenith. Senior investment analyst and author of the Zenith Review, Dugald Higgins, said: “The growth in the number of ETFs has been concentrated at the sophisticated end”. [More]

Fees linked to exchange traded funds are up 22 per cent over the past five years as the market for passive strategies swells to $30 billion and more sophisticated ETFs are introduced. But for the core group of simple ETFs, fees have become more competitive over that period. One of the findings of Zenith's 2017 review of the sector, to be released this week, is that the average management fee rose to 0.47 per cent in August 2017 from 0.39 per cent in August 2011. "At face value, this contradicts the broader race to the bottom on fees exhibited by most investment products," the research house observes.   [More]

ETFs emerge to challenge bank hybrids

The Australian - Sep 28, 2017

Australian investors love affair with hybrid notes — a widely held alternative to bonds — is about to be challenged. And it won’t be due to a sudden realisation they are riskier than most people think ... that message seems to fall on deaf ears. Rather, as global broker Morgan Stanley points out it will be thanks to the arrival of ETFs (exchange traded funds). A string of new ASX listed bond-based fixed income ETFs offer local investors an exposure to what the global broker calls ‘true fixed income’. [More]

The five major passive managers in the booming $30 billion exchange traded funds sector say they don't participate in securities lending in Australia. State Street Global Advisors, Vanguard, Betashares, Blackrock's iShares and VanEck say that they do not lend shares out to short-sellers, with respect to their Australian passive index strategies. State Street Global Markets lends out shares as a major custodial services provider. Other stock lenders are superannuation funds and some long-only asset managers. [More]

Exchange traded powerhouse BetaShares is poised to launch a hybrid security investment vehicle following its wildly successful cash and fixed interest offerings. BetaShares has appointed Coolabah Capital Investments under an institutional mandate to operate the actively managed vehicle that looks to reduce the risks involved in holding the popular half-debt, half equity instruments according to BetaShares managing director Alex Vynokur. "Hybrids are significantly less risky than equity but they are much more risky than bank deposits for example. What we are bringing to the table is an actively managed solution that will help an investor diversify and minimise downside risk," Mr Vynokur said. [More]

Robotics-themed ETF launched on ASX

Investor Daily - Sep 15, 2017

The ETF Securities ROBO Global Robotics and Automation ETF (ROBO), which tracks the ROBO Global Robotics and Automation Index, began trading on the ASX yesterday. A spokesperson told InvestorDaily that ETF Securities will pay a fee to ROBO Global for its use of the index.   [More]

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