ETF Monitors


The latest flows and performance insights into the top and bottom performing Australian ETFs.

This week's highlights Markets swayed last week on the US debt ceiling talks, inflation fears and hawkish central bank comments. Oil continued its gain and precious metals Palladium and Platinum bounced. The best performers for the week were ETFS Physical Palladium (ETPMPD) was up 6.1%, BetaShares Global Gold Miners ETF (Hedged) (MNRS) was up 5.2% and ETFS Physical Platinum (ETPMPT) was up 5%. The worst performers were broad based Asian Equity ETFs iShares MSCI South Korea Capped ETF (IKO) was down 3.9% and iShares MSCI Japan ETF (IJP) down 3.7%. Flows for the week were net positive of A$375m. This consisted of inflows of A$398m and outflows of A$23m. BetaShares Australian High Interest Cash ETF (AAA) saw A$80.1m of inflows and iShares S&P/ASX 200 ETF (IOZ) saw A$56.9m of inflows. The biggest outflows of A$12.5m were seen in the BetaShares Australian Ex-20 Portfolio Diversifier ETF (EX20). ETFS Hydrogen ETF (HGEN) listed last week, HGEN aims to provide investors with a return, before fees and expenses, that tracks the performance of the Solactive Global Hydrogen ESG Index. The index holds 30 companies from developed markets, Taiwan and Korea with a focus on pure-play hydrogen businesses. These include hydrogen fuel-cell makers; companies developing hydrogen-based infrastructure like refuelling stations; and companies creating hydrogen or making storage facilities. ...
This week's highlights Short Nasdaq 100 fund SNAS was the week’s overall top performing fund, followed by short Australian equities fund BBOZ and short US fund BBUS. Energy companies ETF FUEL was the best performing unleveraged fund on the back of rising oil prices, followed by China fund CETF and global banks fund BNKS. Tech-heavy funds underperformed for the week, with RBTZ, SEMI, ROBO and ATEC all falling by more the 5% last week. Precious metals were relatively stable for the week. Gold (GOLD) posted a small gain, while and silver (ETPMAG) declined by 2.7%. Oil fund OOO returned 2.5%. Total reported flows into domestically domiciled ETFs were $456m, while outflows totalled just $13m. The largest inflows for the week were into cash fund AAA, with sustainability funds FAIR and ETHI also seeing significant flows. Gold mining fund MNRS saw the bulk of the week’s outflows. VAS was the most traded fund for the week, followed by AAA and BBOZ. GEAR saw above average volumes. ...