BetaShares Australian ETF Review: April 2015 | BetaShares

BetaShares Australian ETF Review: April 2015

BY Ilan Israelstam | 19 May 2015
Share

 For the 15th straight month the Australian exchange traded fund industry experienced positive growth with a new record high of $17.7 billion in funds under management (FUM).

April also saw the industry achieve the highest monthly trading value on record – $2.1 billion, up from $1.9 billion in March.

Highlights from the BetaShares Australian ETF Review – April 2015 are detailed below:

Market Cap

  • ASX Exchange Traded Funds Market Cap: $17.7B – New record high
  • Market cap growth for month: +0.6%, +$106.4m
  • Market cap growth for last twelve months: 61.4%, +$6.8B

New Money

  • New unit growth for month (units outstanding by number): 5.7%
  • Net new money (units outstanding by $ value): +$473.8m

Comment: This month’s industry growth came entirely from new money inflows, rather than market movements, with $500 million of net new money entering the industry in April. This had the effect of offsetting negative movements in major stock markets globally.

Products

  • 110 Exchange Traded Products trading on the ASX
  • 2 new products launched– BetaShares Australian Equities Strong Bear Hedge Fund (BBOZ), Russell Responsible Investment ETF (RARI)

Comment: Product development activity remained strong, with two new products launched in April, being the BetaShares Australian Equities Strong Bear Hedge Fund (BBOZ) and a new contender in the responsible investing segment, Russell’s Responsible Investment ETF, bringing the total number of products launched this year so far to 11, compared to 12 for the whole of 2014.

Trading Value

  • Average trading value increased 15% month on month to $2.1B, highest monthly trading value on record and the first time monthly value has risen to over $2B

 Performance

  • BetaShares Crude Oil Index ETF (OOO) the best performing ETF for the month of April, followed by the Chinese Equities ETF

 Top inflows by Category

Category   Inflow Value
Aus. Equities – Broad $171,424,892
International Equities – Developed $117,051,867
International Equities – Global $64,271,063
Aus. Fixed Income $50,777,865
Aus. High Yield $42,376,236

 Top Outflows by Category

Category   Outflow Value
International Equities – Emerging Markets ($45,196,356)
Financials Sector ($4,953,480)

Leave a Reply