BetaShares Australian ETF Review: August 2015 | BetaShares

BetaShares Australian ETF Review: August 2015

BY Ilan Israelstam | 10 September 2015
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Share market volatility led to an all time record month of trading in the Australian exchange traded fund industry during August.

Average trading value increased 23% to hit a record high of $2.3 billion throughout August. Structural growth of the industry also continued throughout the month, with net inflows recorded of $330 million, even as markets globally experienced declines.

 Market Cap

  • ASX Exchange Traded Funds Market Cap: $19.0B
  • Market cap growth for month: -3.8%, -$703.4m
  • Market cap growth for last twelve months: +51.3%, +$6.5B

Comment: While the overall industry experienced a decline in funds under management by 3.8%, to $19.0B down from $19.7B in July this can be attributed to market decline rather than fund outflows. In fact net inflows were positive indicating that overall industry growth was structurally still positive

New Money

  • New unit growth for month (units outstanding by number): +4.8%
  • Net new money (units outstanding by $ value): +$329.1m

Products

  • 142 Exchange Traded Products are now trading on the ASX
  • 3 new products launched– BetaShares U.S. Equities Strong Bear Hedge Fund – Currency Hedged (BBUS), BetaShares Geared U.S. Equity Fund – Currency Hedged (hedge fund) (GGUS), & Magellan Global Equities Fund (Currency Hedged) (MHG)

Trading Value

Average trading value increased 23% month on month to hit a new record high of $2.3B in traded value for the month

 Performance

The best performing products this month were:

  • BetaShares Australian Equities Strong Bear Hedge Fund (BBOZ) rising 19%  and
  • BetaShares Australian Equities Bear Hedge Fund (BEAR) rising 8.4% this month

Top 5 category inflows (by $) – August

Category   Inflow Value
International Equities – Developed $83,036,508
International Equities – Global $71,477,593
Aus. Equities – Broad $64,656,564
Aus. High Yield $50,729,789
A-REIT Sector $22,158,658

Comment: Australian and international equities were the dominant product categories for inflows, with particularly strong flows into broad global exposures.

 Top category outflows (by $) – August

Category   Outflow Value
International Equities – Emerging Markets ($23,806,149)
Commodities ($3,061,547)

Comment: Net outflow activity by category was low throughout August, and largely confined to outflows in emerging markets equities.

4 Comments

  1. Hi can you provide some information around your 3 bear etfs and how i can use then in portfolio managemt for things like indexing, rebalancing, market downside protection, trend trading in both long term and short side techniques. Thanks Phill Clark

    1. BetaShares  |  September 14, 2015

      Hi Phil,
      Of course, we have sent some information on the BEAR fund series to your email.

      Please let us know if you need more information,
      BetaShares Client Services

  2. Please email me info on three bear funds. Thanks.

    1. BetaShares  |  September 28, 2015

      Damien,
      We have just done this. Thanks

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