ETFs are open-ended investment funds, tracking a sector or index including commodities that are traded on a stock exchange. Typically an ETF trades at a price which is close to its net asset value, unlike investment trusts. This means that you can usually be confident that the price of an ETF very closely reflects the value of the investments it holds and sector or index it tracks. An ETF offers the benefits of a collective investment fund yet trades like a share on a stock exchange such as those in the FTSE 100 or FTSE All Share. Fractional Trading of ETFs went live on the Novia platform in 2017 and allows the purchase of ETFs using Winterflood down to a value of 0.0001 of a unit. This is particularly useful in allowing more precise investing for smaller investment amounts and regular investments.
ETFs are characterised by low costs and stock-like features. They have been available in the US since 1993. Through Novia you may purchase ETFs available on the London Stock Exchange (LSE) sold by a number of different providers / manufacturers. For more information please see below, which has been provided by some of our ETF providers. Advisers seeking more information should speak to their Novia Regional Sales Manager or the ETF providers shown here.
Europe’s largest asset manager* - Where cost-efficiency meets innovation.
Founded in 2010, Amundi currently manages 1.653 trillion** and offers its clients across Europe, Asia, the Middle East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes.
As Europe’s 5th largest ETF provider, Amundi currently manages €56bn across over 140 UCITS ETFs. Since inception, Amundi ETF has consistently grow faster than the market thanks to two strong pillars: cost efficiency and innovation.
These two commitments allow Amundi to consistently bring pioneering products to market, such as:
DWS Group (DWS) is one of the world's leading asset managers with EUR 745 bn of assets under management*. Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. *As at 30 Jun 2020.
Xtrackers' central tenet is to provide a broad range of efficient, high quality index trackers for our investors.
Xtrackers Exchange Traded Funds (ETFs) initially launched in 2007 as a specialist in swap-based index replication. Following a period of rapid growth the Xtrackers ETF platform subsequently evolved into one of Europe's largest providers of physical replication ETFs. We have continually developed our ETFs to provide investors with a comprehensive set of quality investment tools for efficient portfolio allocation.
Today, Xtrackers ETFs are listed on eleven stock exchanges globally and have over EUR 80 billion in assets under management making Xtrackers one of the largest providers of ETFs by AUM. There are over 170 Xtrackers ETFs available covering a wide range of asset classes and investment exposures
This information is intended for informational purposes only and does not constitute investment advice, recommendation, an offer or solicitation. You should seek professional advice on all of the foregoing before making any investment decision. The value of investments will fluctuate, which will cause fund prices to fall as well as rise, and you may not get back the original amount you invested. Past performance is not indicative of future returns.
First Trust Global Portfolios Ltd was established in December 2011 as a UK based distributor, adviser and affiliate of First Trust Advisors L.P. and First Trust Portfolios L.P. First Trust Global Portfolios Ltd distributes and markets a range of ETFs and funds established within an affiliated Irish domiciled UCITS Company, First Trust Global Funds plc.
The First Trust AlphaDEX® exchange-traded funds are designed to track the performance of a group of custom "enhanced" indexes. The indices are based on traditional indices (eg. S&P 500) but which have been enhanced by employing the proprietary, rules-based AlphaDEX® fundamental stock selection methodology. The AlphaDEX® methodology is an investment process that seeks to produce similar correlation and risk characteristics as broad market indexes while seeking outperformance due to stock selection and weighting. The AlphaDEX® ETFs consists of a diverse range of sector, style, multi cap, and international funds.
Franklin LibertyShares, our global ETF platform, enables investors to pursue their desired investment outcomes through a range of active, smart beta and passive ETFs.
Grounded on the principles of global investment excellence that Franklin Templeton clients have trusted for over 70 years, our suite of UCITS ETFs offer investors the freedom and choice to build portfolios that deliver the outcomes they want. Whether used as core building blocks, or for tactical exposures, ETFs can be a valuable tool in portfolio construction combining high levels of flexibility and control with low cost, transparency, and liquidity benefits.
Our UCITS ETFs include access to the following strategies:
HANetf is an independent ETF specialist working with third-party asset managers to bring differentiated, modern and innovative exposures to European investors. Our ETFs include themes from medical cannabis to emerging markets e-commerce.
Founded by two of Europe’s leading ETF entrepreneurs, Hector McNeil and Nik Bienkowski, HANetf provides a complete operational, regulatory, distribution and marketing solution for asset managers who want to successfully launch and manage UCITS ETFs.
Over $40 billion of Asset Under Management in our range of expertly engineered ETFs, including some of the lowest cost products in Europe for gaining exposure to equity, fixed income and commodity markets. Often first to market; always striving to offer more.
We have built a reputation for innovation in ETFs by identifying new market opportunities and new ways to enhance outcomes from exposures already in the market. Independent of any investment style or replication method, we aim to provide investors with the tools needed to build more efficient portfolios.
When you are considering exposure to simple benchmarks like the S&P 500 or FTSE 100 indices, cost and efficiency are key. Our ETFs and gold exchange-traded commodity (ETC) have some of the lowest costs in Europe and typically track the performance of their reference indices more closely than competing funds.
Our range of more innovative products can enable you to target specific segments of the market. We develop these ETFs leveraging the expertise of industry leaders both externally and within Invesco’s global business. Many of these ETFs provide exposure not available from any other provider.
Efficient, well-engineered products are only part of our offering. Our capital markets team works closely with brokers and authorised participants, looking for ways to increase liquidity and reduce trading costs for our investors.
The value of investments, and any income from them, will fluctuate. This may partly be the result of changes in exchange rates. Investors may not get back the full amount invested.
If the issuer cannot pay the specified return, the precious metal will be used to repay investors. Investors will have no claim on the other assets of the Issuer.
Instruments providing exposure to commodities are generally considered to be high risk which means there is a greater risk of large fluctuations in the value of the instrument.
This document contains information that is for discussion purposes only, and is intended only for professional investors in the UK. Marketing materials may only be distributed in other jurisdictions in compliance with private placement rules and local regulations.
This communication is marketing material and is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
This communication should not be considered financial advice. Persons interested in acquiring the fund should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences.
Communicated by Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, authorised and regulated by the Financial Conduct Authority.
iShares is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes.
With over 900 funds globally across multiple asset classes and strategies and more than $5.7 trillion in assets under management as of 31 December 2020, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.
Lyxor has been running ETFs since 2001, longer than any other European provider. Our pioneering spirit helped shape the market you know today.
We’ve become one of Europe’s largest, most liquid ETF managers1 and our far-reaching range spans all asset classes and includes some of the largest and best performing ETFs in Europe2.
We now offer 250+ ways to explore markets. So, whether you’re seeking essential core index exposure or reaching out for more tactical opportunities in specific sectors or markets, we have the product to match. We also offer unique ESG and thematic exposures to help you prepare for a changing world. Wherever you roam, rest assured our quality charter means every fund meets the same meticulous standards.
1Source: Lyxor International Asset Management. Data correct as of 30 April 2020. Liquidity data as measured by Average Daily Volume over the period between April 2019 and April 2020.
2Source: Bloomberg, Lyxor International Asset Management. Performance data over 1 year as at end December 2019. Past performance is not a reliable indicator of future results.
State Street Global Advisors SPDR – creator of the world’s first ETFs – is committed to responsible innovation, delivering well-crafted and simple solutions that can help investors execute on investments strategies, however complex.
SPDR ETFs offers a broad range of cost-effective ETFs encompassing US and International equities, fixed income, alternatives and solutions. Our commitment to our clients drives our passion for responsible innovation, delivering well-crafted and simple solutions that help investors deliver on investment strategies, however complex. We launched many of the world’s first ETFs, including the first US-listed ETF in 1993 (SPDR S&P 500® – Ticker SPY); the first family of sector ETFs; the first ETF launches in Hong Kong, Australia and Singapore. Follow us for our latest global market insights, investment ideas, ETF education and practice management tips.
State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s third-largest asset manager with $3.05 trillion* under our care.
*This figure is presented as of June 30, 2020 and includes approximately $69.52 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., member FINRA, is the distributor for SPY, MDY, and DIA, all unit investment trusts.
ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.
Tabula is a London-based asset manager focused on fixed income. We offer a growing range of differentiated UCITS ETFs and funds to institutional investors. Our ETFs provide unique solutions in the fixed income space, and help investors achieve greater control of the risks and rewards inherent in institutional investing.
The company believes that although fundamentals and market dynamics are positive for fixed income, the persistent innovation that ignited the equity ETF market has been lacking in this sector. As a result, the large incumbent funds continue to gather assets, but investors are hungry for new products.
Passive strategies account for only 5% of fixed income fund assets, compared to 30% for equities. Tabula expects this gap to close, but how quickly will depend on how compelling the available funds are. Of the over 400 fixed income ETFs in Europe, almost half of the assets are concentrated in the top 20. Tabula believes that delivering precise exposure and addressing specific investment needs will resonate with investors and complement existing products.
UBS ETFs is one of the largest ETF providers in Europe with over £61.7bn in Assets under Management. With a track record of over 10 years in the European ETF market UBS ETFs are constantly innovating and providing solutions for our clients across a wide range of asset classes. UBS ETFs are one of the largest providers of sustainable ETFs and have the largest offering of currency hedged ETFs in Europe. Data March 2021
UBS ETF launched its first four ETFs in 2001 and has since grown to be one of the leading ETF providers in Europe. UBS ETFs has £61.7bn assets under management replicating 118 underlying indices across key asset classes including equities, fixed income and commodities. We have a total of 104 ETF listings on the LSE and over 600 ETF listings across exchanges in Europe.
UBS ETFs are one of the largest providers of sustainable products. UBS ETFs have £19.7bn asset under management in sustainable strategies. UBS ETFs continue to innovate providing 20 unique exposures across equity and fixed income asset classes in our sustainable range.
UBS ETFs are the largest provider of currency-hedged ETFs in Europe. These products enable investors to access foreign equity markets while mitigating the potential negative effects which currency fluctuations have on their investment returns.
All UBS ETFs registered for sale in the UK have UK reporting fund status, are UCITS funds and are suitable for use in ISAs and SIPPs.
To learn more about our investment strategies, visit:
Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments. It's what we stand for: value to investors.
With Vanguard ETFs, professional investors can expect the same investment expertise that has made the Vanguard Group a world leader in investments since we launched the world's first retail index mutual fund in 1976. The range spans equity and fixed income asset classes – from single, regional and global markets to active and indexed strategies. Click here to find out more about Vanguard's ETFs.
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
WisdomTree is the largest independent provider of Exchange Traded Products (ETPs) globally and offers one of the most innovative ranges of ETPs, covering commodities, FX, equities, fixed income, cryptocurrency and liquid alternatives.
WisdomTree was founded in 2006 with a passion for creating better ways to index, innovate and invest for our clients, and by being the first investment manager to weight by dividends.
Since 2014, our European business has grown in terms of our product set and AUM. In April 2018, we completed the acquisition of ETF Securities' exchange-traded commodities, currencies and short-and-leveraged business, including the world’s first gold ETP.
We are committed to providing superior investment and trading solutions for our clients. As we grow, we will keep redefining investment strategies that enable investors to outperform cap-weighted indices and to diversify their portfolios beyond traditional asset classes.
To learn more about our investment strategies, visit: