Apr 08, 2019
Cash regains its crown as ETF Securities enhances a late-cycle investment option • Investors now focussing on U.S. cash as the equity cycle moves into its late stages • U.S. yields outstripping Australian rates as cash delivers the twin benefits of liquidity and downside protection • ETF Securities rebrands enhanced U.S. dollar cash exchanged traded fund (ASX code: ZUSD) to maximise returns in an uncertain market SYDNEY, April 8 – ETF Securities has strategically repositioned its key U.S. dollar cash ETF with product enhancements to ensure investors gain the greatest advantage from short-end yields. ETFS Enhanced USD Cash ETF (ASX codes: ZUSD, and formerly known as the ETFS Physical US Dollar ETF) trades on the Australian Securities Exchange and allows local investors to access the strength of the dominant US dollar, as well as the returns prevailing in US money markets. “With investors increasingly concerned about the end of the equity bull cycle they are naturally looking carefully at defensive assets such as cash,” said Kris Walesby, Head of ETF Securities Australia, the country’s only independent and locally-owned ETF provider. “Cash holds an important place in portfolios not only for liquidity but also downside protection,” Mr Walesby said. “As we enter the end stages of this investment cycle, it’s fair to say cash is king.” However, when many Australian investors think about cash investments, they tend to ignore the benefits of looking beyond local shores. “While understandable, cash balances should be diversified in the same way as equities and fixed income. This gives the benefit of both diversification and, often, better yields.” The repositioned U.S. dollar cash fund ranks as the lowest cost U.S. dollar cash ETF in the Australian market with a management fee 0.3%. “While ZUSD previously held all cash in overnight accounts, it will now invest its assets in U.S. dollar bank deposits with maturities ranging from overnight to three months. This will enable the fund to provide even greater diversification,” Mr Walesby said. To better reflect the changed nature of this product, ETF Securities has also upgraded the distribution frequency from annually to quarterly beginning 30 June 2019. ZUSD is not currency hedged, with investors benefitting from rising U.S. dollar interest rates and an appreciation of the U.S. dollar against the Australian dollar. To download this press release, please click here. For media enquiries contact: Ian Pemberton P&L Corporate Communications Phone: +61 2 9231 5411 Mobile: +61 402 256 576 Email: firstname.lastname@example.org Nicola Culey Marketing and Research Manager ETF Securities Australia Phone: +61 2 8937 7245 Email: email@example.com
Apr 03, 2019
Pursuant to Part 7.9 of the Corporations Act, attached is the exposure draft for the ETFS Management (AUS) Limited product disclosure statement. Exposure Draft Product Disclosure Statement - Equity ETFs
Mar 14, 2019
Annual financial report for ZOZI - 1 July 2018 to 18 February 2019 14 Mar, 2019 Please find the annual financial report of ETFS S&P/ASX 100 ETF (ZOZI) which was terminated on 1 November 2018 as below :- ETFS S&P/ASX 100 ETF (ZOZI) annual financial report For any queries, please free feel to contact us by infoAU@etfsecurities.com.au
Jan 14, 2019
GOLD a performer for troubled times • Mounting uncertainty in 2019 calls for portfolio diversification and a keen focus on reducing losses • A standout monthly rise by ETFS Physical Gold (ASX code: GOLD) - up more than 9%, and 11% for Q4, far exceeding the broader share market ETF Securities today urged investors to consider the benefits of gold as 2019 shapes up to be a year of uncertainty. “Investment markets displayed heightened volatility going into the close of 2018,” said ETF Securities Chief Executive, Kris Walesby. “We don’t expect the landscape to change, which should put gold front and centre as a safe refuge this year.” Mr Walesby pointed to US-China tensions and Brexit as key geopolitical risks. “It’s also far from clear how aggressive the US Fed might be as it continues to raise interest rates. And at home we have a housing market downturn and a looming election throwing up headwinds.” Mr Walesby said gold’s ability to appreciate in a bear market gives it the distinct quality of having a low or negative correlation with stocks and bonds. “One of the simplest and most cost-effective ways to access gold’s safe haven properties is through our flagship GOLD ETF,” added Mr Walesby. The fund is an Exchange Traded Product that gives investors a pure exposure to movements in gold prices in Australian dollars. Each unit carries an entitlement to the relevant amount of physical bullion, which is held in a separate trust in the London vault of the Fund's custodian, HSBC. In December, GOLD jumped up by 9.15% in contrast to a 0.37% decline in the ASX 200. Internationally, the S&P 500 was down 9.18% (or 5.90% in AUD) while the MSCI World dropped 7.71% (or 4.39% in AUD). Mr Walesby said, “The fund’s eye-catching monthly performance serves as a timely reminder that the precious metal plays a vital role in a sensibly diversified portfolio, especially when clouds gather over the global outlook.” “Through our GOLD ETF, investors can have that diversification without any related transport, storage or insurance costs.” At the end of last year, ETFS Physical Gold (ASX code: GOLD) secured a “recommended” rating from independent research firm Zenith Investment Partners. Earlier, Lonsec awarded it a ‘Highly Recommended’ rating, making it the first ETF Securities exchange traded fund to receive the top rating. About ETF GOLD: Founded by Australian entrepreneur and philanthropist Graham Tuckwell in 2002, ETF Securities Limited developed the Physical Gold fund as the world’s first commodity Exchange Traded Product. It represents a low cost investment option, with a management fee of 0.4% p.a. Media inquiries: Ian Pemberton / Adrian Thirsk Sara Rigby P&L Corporate Communications ETF Securities 61-2 9231 5411 61-2-8311-3478 DISCLAIMER This document is communicated by ETFS Management (AUS) Limited (“ETFS”) (Australian Financial Services Licence Number 466778). This document may not be reproduced, distributed or published by any recipient for any purpose. Under no circumstances is this document to be used or considered as an offer to sell, or a solicitation of an offer to buy, any securities, investments or other financial instruments and any investments should only be made on the basis of the relevant product disclosure statement which should be considered by any potential investor including any risks identified therein. This document does not take into account your personal needs and financial circumstances. You should seek independent financial, legal, tax and other relevant advice having regard to your particular circumstances. Although we use reasonable efforts to obtain reliable, comprehensive information, we make no representation and give no warranty that it is accurate or complete. Investments in any product issued by ETFS are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Neither ETFS, ETFS Capital Limited nor any other member of the ETFS Capital Group guarantees the performance of any products issued by ETFS or the repayment of capital or any particular rate of return therefrom. The value or return of an investment will fluctuate and investor may lose some or all of their investment. Past performance is not an indication of future performance. The Lonsec Rating (assigned August 2018) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold ETF Securities product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings
Nov 19, 2018
ETF Securities expands talent pool amid market growth SYDNEY, November 19 – ETF Securities today said it is continuing to expand its workforce and develop its product range in a market that is being strongly embraced by Australian investors. “We are a growing business in a dynamic sector of the market. ETFs are the fastest growing product type in Australia, with funds under management posting annual growth of nearly 22 percent to more than $40 billion at the end of October,” said ETF Securities Australia Chief Executive Kris Walesby. “Developing our talent pool is an important part of staying at the cutting edge of the industry,” Mr Walesby said. British Olympian Larry Achike joins ETF Securities in the Business Development team after heading sales and business development at Surgicore Australia. “I achieved the ultimate success in realising my goal and competing in two Olympic Games,” said Mr Achike. “But the pinnacle of my athletics career was being selected as the British Athletics team captain at the 2009 World Championships.” “I am looking forward to channelling my competitive instincts into a sector leader like ETF Securities,” said the triple jump champion. Mathew Knapman has also joined the ETF Securities team as an Assistant Portfolio Manager. He previously spent more than three years at Morningstar Australasia where he held various roles across data, operations and product. Nicola Culey joined ETF Securities earlier this year and works across both the sales and research teams. She holds a Bachelor of Science (Honours) from the University of Sydney. Amelia Serdoz was the Office Manager for ETFS’s London office, before coming on board at ETF Securities Australia only last month. Her responsibilities have expanded to incorporate a marketing analyst role. ETF Securities now has a suite of 14 funds with funds under management of more than $1 billion. Its latest launch was earlier this month when it brought to market Australia’s only pure-play healthcare biotechnology ETF (ASX code: CURE). “The business has more than doubled its headcount since launching in 2015. I think that is testament to the fact that we are doing the right thing in the right part of the market,” said Mr Walesby.
Nov 12, 2018
Just what the doctor ordered - CURE biotech ETF now available (ASX code: CURE) • CURE is Australia’s only pure-play biotech ETF • Provides access to a range of companies including the world’s leading producer of orphan drugs and another with more than US$5 billion in sales for its rheumatoid arthritis treatment • CURE is the latest in the ‘Future Present’ ETF range designed to deliver outsized returns SYDNEY, November 12 – ETF Securities has launched its CURE exchange traded fund (ETF) on the ASX, providing Australian investors with broad-based exposure to some of the world’s most exciting healthcare biotechnology companies. CURE physically replicates the S&P Biotechnology Select Industry Index, which has achieved annual growth of 21.9 percent in Australian dollar terms over the five years to 31 October 2018 compared with annual gains of 6 percent by the local benchmark S&P/ASX 200 index over the same period. “The index tracks many of the US healthcare biotechnology enterprises that are developing the intellectual property for the breakthroughs of the future,” said Kris Walesby, Head of ETF Securities Australia, the country’s only independent and locally-owned ETF provider. “The Australian equities market simply cannot provide a comparable universe of investible stocks by either size or variety,” said Mr Walesby. “In fact, there are probably only two listed Aussie companies that could make it into the US index if they were listed there.” “If you want broad-based biotech exposure, you have to go to the US market,” Mr Walesby added. With a fee of 0.45 per cent, CURE offers investors exposure to more than 120 biotechnology firms, concentrated on small and mid-cap companies. There are demanding filters to be met before a company can be included in CURE, with companies needing to meet S&P Dow Jones Indices’ Float Adjustment liquidity requirements. Stocks are modified equally weighted and no stock can have a weighting of more than 4.5 per cent. Among the stocks underpinning the index is Celgene, which is the world’s largest orphan drug manufacturer. This company has a focus on developing therapies for a number of rare and difficult to treat cancers. Celgene had worldwide orphan drug sales in 2017 of US$10 billion. Investors in CURE will also gain access to biotech major Amgen, whose Enbrel treatment for rheumatoid arthritis and related conditions had 2017 sales of US$5.4 billion. Its market cap sits at around US$130 billion. “This is the first time an Australian investor can obtain a pure-play exposure to biotechnology developers in the US healthcare industry while also retaining all the protections that diversification brings,” Mr Walesby said. “This is very much a high growth-oriented product,” he said. “Given the mainly mid- and small-cap profiles of the constituent stocks, we’d expect to see profitable M&A activity. We are pleased to be adding CURE to our ‘Future Present’ series of ETFs.” Founded by Australian philanthropist Graham Tuckwell, ETF Securities created the first commodity exchange traded product with a gold ETF and now has more than $1 billion in funds under management in Australia.