‘ Morningstar ’

ETF managed portfolios AUM up strongly, reports Morningstar

Jan 9th, 2018 | By
Vanguard cross-lists Euro Stoxx 50 ETF to SIX

Investment research firm Morningstar has published the latest instalment of its ETF Managed Portfolios Landscape Report. The report, which covers the third-quarter of 2017, found that total assets under management in the ETF managed portfolios segment increased 7.5% to $115.0 billion. Vanguard retained its position at the top of the mountain with over $9.1bn in AUM across 44 strategies.

First Trust Eurozone AlphaDEX ETF passes €100m milestone

Nov 17th, 2017 | By
Derek Fulton, CEO at First Trust Global Portfolios

The First Trust Eurozone AlphaDEX UCITS ETF (FEUZ LN) has grown to over €100 million in AUM three years after launch. The ETF, which provides smart beta exposure to eurozone stocks with growth and value characteristics, has also been awarded a coveted five-star Morningstar Rating based on a risk- and cost-adjusted analysis of fund performance compared to similar eurozone large-cap equity funds. Derek Fulton, CEO at First Trust Global Portfolios, commented: “We believe this demonstrates the true flexibility of the ETF structure to deliver alpha for investors.”

BlackRock launches dividend and buyback ETF on Cboe

Nov 14th, 2017 | By
BlackRock launches dividend and buyback ETF on Cboe

BlackRock has launched the iShares US Dividend and Buyback ETF (DIVB US) on Cboe ETF Marketplace, providing access to US equities with a history of dividend payments, share buybacks or both. Martin Small, head of US iShares at BlackRock, commented: “We believe all investors should evaluate DIVB as a complement, or wholesale replacement, for the traditional high dividend or dividend growth allocation.”

Lion Global and Phillip launch first Singapore REIT ETF

Oct 3rd, 2017 | By
Lion Global and Phillips launch first Singapore REIT ETF

Lion Global Investors and Phillip Capital Management, two Singapore-based asset managers, have teamed up to launch the first ETF to focus entirely on Singapore real estate investment trusts (REITs). The Lion-Phillip S-REIT ETF will trade on the Singapore Exchange and will track the Morningstar Singapore REIT Yield Focus Index.

Thematic investing with ETFs: Infrastructure

Oct 2nd, 2017 | By
Thematic investing using ETFs: Infrastructure

Infrastructure is an essential part of a functioning society. It encompasses the physical structures and services that connect the different parts of a society and enable its efficient functioning. In this article, we take a look at how investors can use thematic ETFs to gain exposure to infrastructure.

Morningstar reports slowdown in Europe-listed ETF flows

Sep 20th, 2017 | By
Amundi lists distributing share class of Euro Stoxx 50 ETF on Xetra

After registering dynamic growth in the first half of the year, demand for Europe-listed ETFs slowed considerably in August, according to Morningstar’s monthly ETF asset flows analysis.

Strategic beta ETFs simply repackage risk, finds Morningstar

Sep 8th, 2017 | By
ETF providers take action to improve transparency and safeguards around securities lending

Strategic beta ETFs (also widely known as smart beta ETFs) may not be as distinctive as advertised – market capitalisation weighted ETFs may be able to capture some of the performance drivers of strategic beta alternatives at a lower cost, finds Morningstar.

Investors should favour low-cost passive funds, finds Morningstar

Aug 23rd, 2017 | By
Bermstein: Exponential rise in indices spells death of benchmarking

Morningstar has released its latest Active/Passive Barometer, a semi-annual report that measures the performance of US active funds against passive peers, such as ETFs, in respective Morningstar categories. The key takeaway from the report is that the average dollar invested in passive funds typically outperforms the average dollar invested in active funds.

Europe-listed ETFs gather €7.8bn in July, finds Morningstar

Aug 17th, 2017 | By
Equities lead European ETF flows in November, finds Amundi

Europe-listed ETFs saw net inflows of €7.8 billion in July 2017, bringing the total for 2017 to €65bn, according to data from Morningstar. While flows into Europe-listed equity ETFs posted a solid reading of €4.9bn, fixed income ETFs saw tepid demand during the month, recording flows of just €1.6bn, the second lowest monthly flows this year.

VanEck: A wide moat is only half the battle

Aug 17th, 2017 | By
VanEck: A wide moat is only half the battle

Torsten Hunke, chief operating officer, VanEck Europe, discusses the investment process behind the Morningstar Wide Moat Focus Index, used to underlie the VanEck Vectors Morningstar US Wide Moat UCITS ETF (LON: MOAT). Hunke explains that identifying stocks with wide economic moats (sustainable competitive advantages) is only half the battle; ascertaining which are trading below their fair values is equally as important.