BetaShares Australian ETF Review - January 2017 | BetaShares

BetaShares Australian ETF Review – January 2017

BY Ilan Israelstam | 14 February 2017
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Industry starts the year slowly, product development continues.

The ETF  industry took a rare pause in its growth trajectory in the first month in 2017, with the industry ending the month at $25.2 B  – slightly down on the industry’s record level set in December. Total funds under management reduced $521m although virtually all of this was related to market movements (rather than results of net outflows).

Market Cap

  • ASX Exchange Traded Funds Market Cap: $25.2B – slightly down on record from December
  • Market cap growth for month:  -2.0%, -$521.3m
  • Market cap growth for last twelve months: 23.5%, +$4.8B

New Money

  • New unit growth for month (units outstanding by number): 0.5%
  • Net new money (units outstanding by $ value): -$30.2m

Products

  • 201 Exchange Traded Products trading on the ASX

Comment: Three new products launched this month, BetaShares Global Sustainability Leaders ETF (ASX: ETHI), BetaShares Strong Australian Dollar Fund (hedge fund) (ASX: AUDS) and the BetaShares Strong U.S Dollar Fund (hedge fund) (ASX: YANK)

Trading Value

  • Average trading value remained stable vs. last month

Performance

Top 5 category inflows (by $) – January 2017

Category                                                          Inflow Value
Fixed Income $ 42,285,737
International Equities $ 31,532,432
Cash $ 31,229,557
Short $ 21,461,180
Australian Listed Property $  8,056,951

Comment: Highest inflows at a category level were recorded in Fixed Income, an area we continue to believe will grow strongly over the course of the year. 

Top category outflows (by $) – January 2017

Category                                                                Outflow Value
Australian Equities ($ 165,728,067)
Currency ($ 1,466,295)

Top sub- category inflows (by $) – January 2017

Category   Inflow Value
International Equities – Developed World $ 37,832,219
Cash $ 31,229,557
Australian Bonds $ 25,224,657
International Equities – Ethical $ 20,430,940
Australian Equities – Short $ 18,958,040

Top sub- category outflows (by $) – January 2017

Category                                                                  Outflow Value
Asutralian Equities – Broad ($ 115,622,741)
International Equities – Asia ($ 43,754,842)
Australian Equities – Large Cap ($ 34,889,067)
Australian Equities – Financials Sector ($ 16,699,837)
Australian Equities – Geared ($  9,777,012)

 

2 Comments

  1. John M hjutcheson  |  February 16, 2017

    Tell me exactly the situation with MY BETA SHARES

    NOT the total market

    1. Ilan Israelstam  |  April 3, 2017

      Hi John,
      We’d be more than happy to discuss your own personal investment. Please call our Client Services line on 1300 487 577 during business hours.

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