Australian ETF Report

Australian ETF Report

2017

.au | invest@.au

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Australian ETF Report - 2016

Contents

About this report

4

What are ETFs?

6

Types of ETF

8

ETF Market Summary

10

Key Statistics

10

By Sector Group

12

By ETF Issuer

14

By Performance

16

By Funds Under Management (FUM)

18

ETF Sectors

20

Australian Shares (Broad Market) 22

Australian Shares (Sectors)

24

Australian Shares (Strategies)

26

Currency

29

Global Shares (Broad Market)

30

Global Shares (Sectors)

36

Fixed Income & Cash

38

Commodity

40

Alternative Indexing & Active ETMFs

42

Shortcomings of smart beta

44

Australian `Smart Beta' ETFs

46

Global `Smart Beta' ETFs

47

Australian Exchange Traded Managed Funds

48

Global Exchange Traded Managed Funds

49

Exchange Traded Hedge Funds 50

Conclusion

51

Glossary

52

.au | invest@.au

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About this report

Welcome to our third Australian ETF report which aims to help investors understand and compare ASX listed ETFs. We want to provide consumers with an objective, independent view of the ETF landscape.

The ETF market in Australia grew from $21.3 billion the past year to $27.2 billion. This represents increase of funds under management (FUM) 28% in the year since April 2016. The size of the ETF market has more than doubled in Australia since 2014. ETFs have become increasingly popular with individual investors, advisers and Self Managed Super Fund (SMSF) trustees due to their low-cost, transparency and diversification benefits, as well as being available on the ASX.

We've analysed over 150 ETFs and given them a rating out of 5 which takes into account factors including fees, performance, size and activity.

We also look at recent ETF market trends including the continued growth in global ETFs, the wide gap between the performance of different sector and styles, the demand for bond and cash ETFs, and the mixed performance of alternative index ETFs.

We hope you find the report useful and please let us know your feedback.

Chris Brycki Founder & CEO, Stockspot

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Australian ETF Report - 2017

About Stockspot

Stockspot is Australia's largest digital investment adviser. Our aim is to make professional wealth management accessible to more Australians.

We want to do away with the high fees, confusing jargon, and lack of transparency that gives the wealth management industry a bad reputation.

We can see that:

?? The high fees charged by many traditional wealth managers are completely unnecessary and are eating away at investment returns.

?? Many Australians are unable to access a professionally managed portfolio due to the significant minimum balances.

?? Those who are trying to invest themselves are usually missing out on the returns and diversification benefits of other assets like bonds and international shares.

That's why we created Stockspot.

We're helping Australians manage their money smarter with our simple, low-fee, online investment service.

Find out more: .au

.au | invest@.au

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