Vil prøve med regelmæssigt mellemrum at opdaterer jer herinde med hvad der sker af lanceringer indenfor Exchange Traded Product inklusivt ETF's
Hvor vi I uge 25 så lansering af iShares Dow Jones Emerging Markets Select Dividend ETF (http://www.cranberger.com/product/12419), så fik vi i denne uge lansering af ALPS Sector Dividend Dogs ETF (http://www.cranberger.com/product/12456) der er unik i og med at den målrettet går efter at eliminerer sektor bias. Dette gøres ved at udvælge 5 aktier inden for hver af GICS sektorer.
For dem der er interserret i ETFer med et Dividende, så har jeg oprettet en tråd omkring "Dividend Due Diligence" her (http://www.cranberger.com/groups/investing-income)
Af øvrige nyheder i uge 26 kan jeg fremhæve at Lyxor lanserede et par ETFs der i stedet for at vægte virksomhder efter deres størrelse, i stedet vægter efter det man kalder "Risk-parity" hvor hver virksomhed er repræsenteret lige-vægtet i forhold til den risiko (Volatilitet) de historisk har vist.
Vi ser nu flere og flere produkter lanseret der forsøger at forbedre første generation af ETFer, ved at forbedre den måde eksponeringen struktureres på.
I denne uge fik vi Julius Bär Smart equity ETFer, der med udgangspunkt i en række eksisterende passive index, gå ind og filtrerer virksomheder delvis efter nogle Momentum og Value kriterier.
Har listet produkter nedenfor, hvis i synes det er en god ide med disse ETP opdateringer så giv "thumps-up" og evt. et prej omkring hvad i ønsker af informationer. (Er muligvis selv blevet miljøskadet.)
ETF name: PIMCO German Government bond Index Source ETF
Asset class: Fixed Income ETF
ISIN: IE00B87LHK09
Total expense ratio: 0.15 percent
Distribution policy: distributing
Benchmark: Markit iBoxx € Germany Index
The PIMCO German Government bond Index Source ETF enables investors to participate in the performance of German government bonds denominated in euros with a residual maturity of at least one year and an outstanding volume of at least €2 billion.
ETF name: Lyxor ETF SMARTIX Euro iSTOXX 50 Equal Risk
Asset class: equity ETF
ISIN: LU0776635921
Total expense ratio: 0.25 percent
Distribution policy: reinvesting
Benchmark: Euro iStoxx 50 Equal Risk Index
The investment objective of Lyxor ETF SMARTIX Euro iSTOXX 50 Equal Risk is to track both the upward and the downward evolution of the Euro iStoxx 50 Equal Risk Index denominated in EUR.
The Euro iStoxx 50 Equal Risk Index provides an exposure to the performance of an optimized allocation across the Eurostoxx 50® index, its parent index ("Parent Index") where weights are determined in order to make the risk contribution of each component of the Index equal.
ETF name: Lyxor ETF MSCI World Risk Weighted
Asset class: equity ETF
ISIN: LU0776636812
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI World Risk Weighted Index
The investment objective of Lyxor ETF MSCI World Risk Weighted is to track both the upward and the downward evolution of the "MSCI World Risk Weighted Index" (the "Index") denominated in USD.
The MSCI World Risk Weighted Index is based on and provides an exposure to the performance of the MSCI World® Index, its parent index ("Parent Index"), which includes large and mid cap stocks across 24 developed market countries. The MSCI World Risk Weighted Index reweights each security of the Parent Index so that stocks with lower risk are given higher weights.
ETF name: ProShares short Euro
Asset class: Currency ETF
CUSIP: 74347W742
Total expense ratio: 0.95 percent
Distribution policy: n/p
Benchmark: None
ProShares short Euro seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the U.S. dollar price of the Euro.
ETF name: Julius Bär Smart equity ETF World
Asset class: equity ETF
ISIN: LU0747923240
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI All Country World Index
The aim of this exchange traded fund is to achieve long-term capital growth. To this end, the fund invests actively in select equities, which are represented in the Index MSCI AC (All Country) World. Stock picking is conducted actively on the basis of a combination of two rules-based investment models.
The first model is guided by patterns of equity price performances and identifies stocks that appear to be attractive on this basis.
The second model attempts to identify undervalued equities on the basis of fundamental corporate data. The fund is suitable for investors with a long-term orientation, who wish to participate in the performance of global markets and who have a high risk tolerance.
ETF name: Julius Bär Smart equity ETF Emerging Markets
Asset class: equity ETF
ISIN: LU0747924131
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI Emerging Markets ND EUR
The aim of this exchange traded fund is to achieve long-term capital growth. To this end, the fund invests actively in select equities, which are represented in the Index MSCI Emerging Markets. Stock picking is conducted actively on the basis of a combination of two rules-based investment models.
The first model is guided by patterns of equity price performances and identifies stocks that appear to be attractive on this basis.
The second model attempts to identify undervalued equities on the basis of fundamental corporate data. The fund is suitable for investors with a long-term orientation, who wish to participate in the performance of emerging markets and who have a high risk tolerance.
ETF name: Julius Bär Smart equity ETF Europe
Asset class: equity ETF
ISIN: LU0747923752
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI Daily Net TR Europe EUR
The aim of this exchange traded fund is to achieve long-term capital growth. To this end, the fund invests actively in select equities, which are represented in the Index MSCI Europe. Stock picking is conducted actively on the basis of a combination of two rules-based investment models.
The first model is guided by patterns of equity price performances and identifies stocks that appear to be attractive on this basis.
The second model attempts to identify undervalued equities on the basis of fundamental corporate data. The fund is suitable for investors with a long-term orientation, who wish to participate in the performance of European markets and who have a high risk tolerance.
ETF name: Julius Bär Smart equity ETF Asia
Asset class: equity ETF
ISIN: LU0747924560
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI Daily TRN AC Asia Pacific ex Japan EUR
The aim of Julius Bär Smart equity ETF Asia is to achieve long-term capital growth. To this end, the fund invests actively in select equities, which are represented in the Index MSCI Asia Pacific ex Japan. Stock picking is conducted actively on the basis of a combination of two rules-based investment models.
The first model is guided by patterns of equity price performances and identifies stocks that appear to be attractive on this basis.
The second model attempts to identify undervalued equities on the basis of fundamental corporate data. The fund is suitable for investors with a long-term orientation, who wish to participate in the performance of Asian markets and who have a high risk tolerance.
ETF name: ALPS Sector Dividend Dogs ETF
Asset class: equity ETF
CUSIP: 00162Q858
Total expense ratio: 0.4 percent
Distribution policy: Quarterly
Benchmark: S-Network Sector Dividend Dogs Index
The ALPS Sector Dividend Dogs ETF [SDOG] is an Exchange Traded Fund that applies the 'Dogs of the Dow Theory' on a sector-by-sector basis using the S&P 500 as its starting universe of eligible securities.
The S-Network Sector Dividend Dogs Index (Ticker: SDOGX) is designed to serve as a fair, impartial and transparent measure of the performance of US large cap equities with above average dividend yields. SDOGX embodies certain key characteristics that distinguish it from other indexes that attempt to provide exposure to stocks with high dividend yields.
Hvor vi I uge 25 så lansering af iShares Dow Jones Emerging Markets Select Dividend ETF (http://www.cranberger.com/product/12419), så fik vi i denne uge lansering af ALPS Sector Dividend Dogs ETF (http://www.cranberger.com/product/12456) der er unik i og med at den målrettet går efter at eliminerer sektor bias. Dette gøres ved at udvælge 5 aktier inden for hver af GICS sektorer.
For dem der er interserret i ETFer med et Dividende, så har jeg oprettet en tråd omkring "Dividend Due Diligence" her (http://www.cranberger.com/groups/investing-income)
Af øvrige nyheder i uge 26 kan jeg fremhæve at Lyxor lanserede et par ETFs der i stedet for at vægte virksomhder efter deres størrelse, i stedet vægter efter det man kalder "Risk-parity" hvor hver virksomhed er repræsenteret lige-vægtet i forhold til den risiko (Volatilitet) de historisk har vist.
Vi ser nu flere og flere produkter lanseret der forsøger at forbedre første generation af ETFer, ved at forbedre den måde eksponeringen struktureres på.
I denne uge fik vi Julius Bär Smart equity ETFer, der med udgangspunkt i en række eksisterende passive index, gå ind og filtrerer virksomheder delvis efter nogle Momentum og Value kriterier.
Har listet produkter nedenfor, hvis i synes det er en god ide med disse ETP opdateringer så giv "thumps-up" og evt. et prej omkring hvad i ønsker af informationer. (Er muligvis selv blevet miljøskadet.)
ETF name: PIMCO German Government bond Index Source ETF
Asset class: Fixed Income ETF
ISIN: IE00B87LHK09
Total expense ratio: 0.15 percent
Distribution policy: distributing
Benchmark: Markit iBoxx € Germany Index
The PIMCO German Government bond Index Source ETF enables investors to participate in the performance of German government bonds denominated in euros with a residual maturity of at least one year and an outstanding volume of at least €2 billion.
ETF name: Lyxor ETF SMARTIX Euro iSTOXX 50 Equal Risk
Asset class: equity ETF
ISIN: LU0776635921
Total expense ratio: 0.25 percent
Distribution policy: reinvesting
Benchmark: Euro iStoxx 50 Equal Risk Index
The investment objective of Lyxor ETF SMARTIX Euro iSTOXX 50 Equal Risk is to track both the upward and the downward evolution of the Euro iStoxx 50 Equal Risk Index denominated in EUR.
The Euro iStoxx 50 Equal Risk Index provides an exposure to the performance of an optimized allocation across the Eurostoxx 50® index, its parent index ("Parent Index") where weights are determined in order to make the risk contribution of each component of the Index equal.
ETF name: Lyxor ETF MSCI World Risk Weighted
Asset class: equity ETF
ISIN: LU0776636812
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI World Risk Weighted Index
The investment objective of Lyxor ETF MSCI World Risk Weighted is to track both the upward and the downward evolution of the "MSCI World Risk Weighted Index" (the "Index") denominated in USD.
The MSCI World Risk Weighted Index is based on and provides an exposure to the performance of the MSCI World® Index, its parent index ("Parent Index"), which includes large and mid cap stocks across 24 developed market countries. The MSCI World Risk Weighted Index reweights each security of the Parent Index so that stocks with lower risk are given higher weights.
ETF name: ProShares short Euro
Asset class: Currency ETF
CUSIP: 74347W742
Total expense ratio: 0.95 percent
Distribution policy: n/p
Benchmark: None
ProShares short Euro seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the U.S. dollar price of the Euro.
ETF name: Julius Bär Smart equity ETF World
Asset class: equity ETF
ISIN: LU0747923240
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI All Country World Index
The aim of this exchange traded fund is to achieve long-term capital growth. To this end, the fund invests actively in select equities, which are represented in the Index MSCI AC (All Country) World. Stock picking is conducted actively on the basis of a combination of two rules-based investment models.
The first model is guided by patterns of equity price performances and identifies stocks that appear to be attractive on this basis.
The second model attempts to identify undervalued equities on the basis of fundamental corporate data. The fund is suitable for investors with a long-term orientation, who wish to participate in the performance of global markets and who have a high risk tolerance.
ETF name: Julius Bär Smart equity ETF Emerging Markets
Asset class: equity ETF
ISIN: LU0747924131
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI Emerging Markets ND EUR
The aim of this exchange traded fund is to achieve long-term capital growth. To this end, the fund invests actively in select equities, which are represented in the Index MSCI Emerging Markets. Stock picking is conducted actively on the basis of a combination of two rules-based investment models.
The first model is guided by patterns of equity price performances and identifies stocks that appear to be attractive on this basis.
The second model attempts to identify undervalued equities on the basis of fundamental corporate data. The fund is suitable for investors with a long-term orientation, who wish to participate in the performance of emerging markets and who have a high risk tolerance.
ETF name: Julius Bär Smart equity ETF Europe
Asset class: equity ETF
ISIN: LU0747923752
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI Daily Net TR Europe EUR
The aim of this exchange traded fund is to achieve long-term capital growth. To this end, the fund invests actively in select equities, which are represented in the Index MSCI Europe. Stock picking is conducted actively on the basis of a combination of two rules-based investment models.
The first model is guided by patterns of equity price performances and identifies stocks that appear to be attractive on this basis.
The second model attempts to identify undervalued equities on the basis of fundamental corporate data. The fund is suitable for investors with a long-term orientation, who wish to participate in the performance of European markets and who have a high risk tolerance.
ETF name: Julius Bär Smart equity ETF Asia
Asset class: equity ETF
ISIN: LU0747924560
Total expense ratio: 0.45 percent
Distribution policy: reinvesting
Benchmark: MSCI Daily TRN AC Asia Pacific ex Japan EUR
The aim of Julius Bär Smart equity ETF Asia is to achieve long-term capital growth. To this end, the fund invests actively in select equities, which are represented in the Index MSCI Asia Pacific ex Japan. Stock picking is conducted actively on the basis of a combination of two rules-based investment models.
The first model is guided by patterns of equity price performances and identifies stocks that appear to be attractive on this basis.
The second model attempts to identify undervalued equities on the basis of fundamental corporate data. The fund is suitable for investors with a long-term orientation, who wish to participate in the performance of Asian markets and who have a high risk tolerance.
ETF name: ALPS Sector Dividend Dogs ETF
Asset class: equity ETF
CUSIP: 00162Q858
Total expense ratio: 0.4 percent
Distribution policy: Quarterly
Benchmark: S-Network Sector Dividend Dogs Index
The ALPS Sector Dividend Dogs ETF [SDOG] is an Exchange Traded Fund that applies the 'Dogs of the Dow Theory' on a sector-by-sector basis using the S&P 500 as its starting universe of eligible securities.
The S-Network Sector Dividend Dogs Index (Ticker: SDOGX) is designed to serve as a fair, impartial and transparent measure of the performance of US large cap equities with above average dividend yields. SDOGX embodies certain key characteristics that distinguish it from other indexes that attempt to provide exposure to stocks with high dividend yields.
