BetaShares Australian ETF Review: July 2015 | BetaShares

BetaShares Australian ETF Review: July 2015

BY Ilan Israelstam | 17 August 2015
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The Australian exchange traded fund industry recorded its largest month of growth by value in July, increasing $1.3 billion (7%) to reach a new record high of $19.7 billion in funds under management.
Approximately $700 million (55%) of the industry’s growth over the month came from new money inflows, with the remainder driven by strong equity market growth.

Market Cap

  • ASX Exchange Traded Funds Market Cap: $19.7B – New record high
  • Market cap growth for month: +7.0%, +$1,278.8m – largest $ value growth on record
  • Market cap growth for last twelve months: +60.3%, +$7.5B

Comment: The new financial year brought with it new records. This month was the largest $ value growth recorded to date in the industry – a record we expect to see repeatedly broken in the future.

New Money

  • New unit growth for month (units outstanding by number): +6.6%
  • Net new money (units outstanding by $ value): +$700.1m

 Products

  • 139 Exchange Traded Products trading on the ASX
  • 1 new product launched – K2 Global Equities Fund (KII)

Trading Value

Average trading value increased 5% month on month

Performance

Global Consumer Staples and BetaShares Nasdaq 100 ETF (NDQ) were the best performing products this month

 Top 5 category inflows (by $) – July

Category   Inflow Value
International Equities – Developed $223,468,973
Aus. Equities – Broad $172,186,833
International Equities – Emerging Markets $81,269,485
Aus. High Yield $80,071,283
International Equities – Global $77,203,535

Comment: International equities were once again the dominant product category, constituting over 50% of the month’s inflows, with particularly strong flows to emerging markets equities.

Top category outflows (by $) – July

Category   Outflow Value
Resources Sector ($3,824,868)
Aus. Equities – Small Cap ($2,416,237)

Comment: Outflow activity was relatively low through the month, with net outflows restricted to the resources sector and Australian small cap exposures only.

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