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.
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 the 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.
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.
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 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of April 30, 2015, 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.
Source is a specialist provider of exchange traded funds (ETFs). We work with leading investment firms with proven expertise to develop funds that aim to meet the needs of today’s investors.
Source was launched in 2009 and is already one of Europe’s largest providers of ETFs. Owned by a combination of private equity and five of the world’s biggest equity trading houses, Source maintains independence while benefiting from extensive global reach and trading capabilities.
In addition to offering some of the lowest cost exposures to traditional equity, fixed income and commodity benchmarks, Source has also built a reputation for innovation. We are a pioneer in “smart beta” ETFs – those that filter components and/or weight them by methods other than just market capitalisation – and were the first provider in Europe to launch actively managed ETFs.
Source concentrates on just one thing, and that’s ETFs. This focussed approach enables us to develop a variety of investor-driven investments.
Being independent enables us to collaborate with market-leading firms from around the world to bring new and innovative ideas to investors via our range of ETFs.
Our aim is to provide investors with the tools they need to construct portfolios more efficiently and strategies to help them meet their longer-term investment objectives.
Investors in products promoted by Source UK Services Limited should be aware that the value of your investment may go down as well as up and you may not get back the amount of capital you invested. In addition your income is not fixed and may fluctuate. Investors are advised to seek the advice of an independent financial advisor in assessing the suitability of the products listed on this website as an investment. The performance quoted on this website represents past performance. Past performance may not necessarily be repeated and is no guide to future returns.
With around EUR 934 billion of invested assets, Deutsche Asset & Wealth Management is one of the world's leading asset managers.
Deutsche Asset & Wealth Management's db X-trackers exchange-traded funds (ETFs) were launched in 2007, with the platform expanding significantly since. Today, over 200 db X-trackers ETFs are listed globally, covering a variety of asset classes and representing over EUR 33 billion in assets under management (AUM) - source, Deutsche Bank, as of August 2014. Deutsche Asset & Wealth Management ranks as the second largest ETF provider in Europe and is one of the top five worldwide by AUM, while the db X-trackers ETF range currently constitutes one of the broadest collection of index funds in Europe (source, Deutsche Bank, as of August 2014). With products listed on ten different stock exchanges in Europe, Asia and the US, d X-trackers ETFs provide investors with access to the world's markets, covering all major asset classes.
ETF Securities is one of the world’s leading innovators of Exchange Traded Products (ETPs) and provides specialist investment solutions across multiple asset classes to investors around the world, enabling them to build and diversify their portfolios intelligently.
We are pioneers, having developed the world’s first gold ETP in 2003. We have been at the forefront of developing new solutions within the commodity ETP space for the last decade and increasingly, we are taking this experience and applying it to new asset classes, regions and investor types. Today we offer one of the most innovative ranges of ETPs covering commodities, FX, equities and fixed income.
In recent years, our nimbleness to innovate has centred on our ability to collaborate with other industry experts based on the value they can add to investors. Our collaborations range from asset managers who are experts in a specific market, index providers with intelligent intellectual property or service providers that have a strong expertise in providing a robust and efficient infrastructure in administration, custody and secondary market activities.
With offices in Jersey, London, New York , Sydney and Hong Kong, ETF Securities’ strategic development as a specialist asset manager with global reach is guided by a highly experienced senior leadership team.
Using our pioneering spirit, unrivalled expertise and by working with leading third parties, we seek out the most compelling investment opportunities and make them accessible to investors as the intelligent alternative.
Who we are
One of the world’s most innovative and comprehensive ranges of specialist ETPs
Over 360 specialist ETPs covering commodities, FX, equities and fixed income
Specialist ETPs enabling investors to build and diversify their portfolios intelligently
One of the most innovative ranges of ETPs to enhance multi-asset portfolios, including compelling themes such as currencies, smart beta and income generation as well as innovative industries such as cyber and robotics
Collaboration with leading third parties based on the value they can add to investors
Strategic partnerships include Lombard Odier Investment Managers (LOIM) in Europe, ANZ in Australia and Zacks Investment Research in the US
Leader in insights and education for investors as well as their financial intermediaries (across spectrum!)
Wealth of research and educational material delivered through multi-media channels to inform and enable investors
ETF Securities is democratising investment
We provide access to hard to reach assets that were previously only available to institutional investors
ETF Securities and intermediaries
Education - Our commitment to working closely with intermediaries to improve industry knowledge about the ETP vehicle, as well as alternative asset classes, is reflected in the array of educational materials that have been produced and are readily available. Click here for the ETPedia
Research - In addition to our education we have a dedicated in-house research team providing fundamental and technical analysis across asset classes. Intermediaries can read weekly updates as well as more detailed research notes. Click here for weekly research pieces
Access - We are committed to working closely with platforms across the industry, ensuring intermediaries have easy access to our products. In addition, we have a dedicated client service team who will be more than happy to provide any further information upon request. Click here for more information
We have provided below a collection of our educational materials designed for intermediaries and investors:
PowerShares was founded in the US in 2003 on a vision of delivering investment performance through the benefit-rich Exchange Traded Fund (ETF) structure.
In January 2006, PowerShares expanded its vision by becoming part of Invesco Ltd, whose global presence took the Invesco PowerShares story beyond the US.
When the first ever ETF was launched in 1993, its purpose was simple - to track the S&P 500 Index while trading on a major exchange. Since then, many traditional ETFs have been designed to mirror a number of different benchmark indices. Not all ETFs, however, seek to simply track a measure of a market.
Invesco PowerShares offers a selection of ETFs that track "next generation" indices: indices that go beyond merely tracking a particular market. These indices attempt to ourperform the performance of a particular market through intelligent security selection and weighting.
Invesco PowerShares is part of Invesco Ltd., a leading independent global investment management company dedicated to helping people worldwide build their financial security.
This corporate description is for Professional Clients only and is not for consumer use.
The price of ETFs and any income will fluctuate, this may partly be the result of exchange rate fluctuations, and investors may not get back the full amount invested.
Issued and distributed in the UK, on behalf of Invesco PowerShares, by Invesco Asset Management Limited. Registered Address: Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Registered in England No 949417. Authorised and regulated by the Financial Conduct Authority.
Offered by State Street Global Advisors, SPDR ETFs provide professional investors with the flexibility to select investments that are precisely aligned to their investment strategy.
Recognised as an industry pioneer, State Street Global Advisors created the first ETF in 1993 and since then each new member of the SPDR ETFs family has been built to reflect our intimate knowledge of the ETF market and over 30 years of indexing experience.
We believe ETFs are about finding simple solutions to precisely meet investors' needs. This belief is reflected in every member of the SPDR ETFs family. All of our ETFs are physically backed, providing a simple, transparent way to access each market segment. State Street Global Advisors is a global leader in asset management. The firm is relied on by sophisticated investors worldwide for its disciplined investment process, powerful global investment platform and access to every major asset class, capitalisation rnage and style. State Street Global Advisors is the asset management business of State Street, one of the world's leading providers of financial services to institutional investors.
What sets Vanguard apart - and lets Vanguard put investors first around the world - is the ownership structure of The Vanguard Group, Inc., in the United States.
Rather than being publicly traded or owned by a small group of individuals, The Vanguard Group is owned by Vanguard's US-domiciled funds and ETFs. Those funds, in turn, are owned by their investors.
This unique mutual structure aligns our interests with those of our investors and drives the culture, philosophy and policies throughout the Vanguard organisation worldwide. As a result, UK investors benefit from Vanguard's stability and experience, low-cost investing and client focus.
The fastest-growing ETF provider in Europe
Vanguard has been delivering low-cost solutions to clients around the world for more than 35 years and we've been bringing the same approach to UK investors since 2009. Since we arrived in the UK we've built a suite of products designed to help investors gain low-cost, straightforward access to key investment markets.
Our ETFs typify this approach and they've been warmly received by investors. We launched our first ETFs in 2012, listing them on the London Stock Exchange. We've continued to build the range since then and we now offer nine ETFs offering comprehensive coverage of key global equity markets as well as UK government bonds.
Adoption of these products has been impressive, helping Vanguard to be the fastest-growing ETF provider in Europe* with net flows of £3.4bn over this year to date and total AUM of £6.2bn.**
Click here to find out more about Vanguard's ETFs. Alternatively, if you'd like to improve your knowledge of ETFs in general, visit our CPD-accredited online learning site. You'll find animations and expert videos explaining the key topics, together with a wide range of guides designed to bring the subject to life.
*Vanguard is the fastest-growing ETF provider in Europe by increase in market share. Source Deutsche Bank as at 27 August 2014.
** Source Vanguard, as at 31 August 2014.
This article is directed at professional investors and should not be distributed to, or relied upon by retail investors. It is designed for use by, and is directed only at persons resident in the UK.
The information contained herein does not constitute an offer or solicitation and may not be treated as an offer or solicitation in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information in this article does not constitute legal, tax or investment advice. You must not, therefore, rely on the content of this document when making any investment decisions.
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
The Manager of Vanguard Funds plc is Vanguard Group (Ireland) Limited. Vanguard Asset Management, Limited is a distributor for Vanguard Funds plc.
Vanguard Funds plc has been authorised by the Central Bank of Ireland as a UCITS and has been registered for public distribution in certain EU countries. Prospective investors are referred to the Funds' prospectus for further information. Prospective investors are also urged to consult their own professional advisors on the implications of making an investment in, and holding or disposing shares of the Funds and the receipt of distributions with respect to such shares under the law of the countries in which they are liable to taxation.
ETF shares can be bought or sold only through a broker. Investing in ETFs entails stockbroker commission and a bid-offer spread which should be considered fully before investing.
For further information on the funds' investment policy, please refer to the Key Investor Information Document ("KIID"). The KIID and the Prospectus for this fund is available in local languages from Vanguard Asset Management, Limited, via our website https://global.vanguard.com/.
Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.
UBS's ETF offering benefits from UBS Global Asset Management's Passive Investment expertise which extends over 30 years. This experience helps us to deliver very high quality products across a wide array of exposures. Overall, this business unit, which also includes UBS ETFs, has assets under management amounting to GBP 133.7 billion (as of 30 September 2014)
UBS Global Asset Management launched its first four ETFs in 2001 (tracking the EURO STOXX 50, FTSE, USA and Japan) and has since grown to one of the leading ETF providers in Europe
UBS ETFs has £12.7bn in assets under management1 and offers ETFs replicating 119 underlying indices across various asset classes: equities, fixed income, commodities, precious metals, hedge funds, real estate and multi asset portfolio. We have a total of 68 ETF listings on the LSE
UBS is the largest provider of currency-hedged equity ETFs in Europe offering a suite of products tracking a selection of key MSCI indices. These products enable investors to access foreign equity markets while mitigating the potential negative effects which currency fluctuations may have on their investment returns. We have recently launched currency-hedged fixed income ETFs as well.
We have a number of Socially Responsible ETFs including recent LSE listings tracking the MSCI Emerging Markets SRI and the MSCI UK IMI SRI (large and mid-cap index)
The vast majority of our ETFs are physically replicated (c.80%) while those replicated synthetically represnts c.20% of our AUMs
All UBS ETFs registered for sale here in the UK have UK Reporting Fund status, are UCITS funds and are suitable for use in ISAs and SIPPs
1as of Oct 2014
This page is produced for professional intermediaries only, and should not be relied upon by retail clients under any circumstances whatsover.
WisdomTree launched its first ETFs in the United States in June of 2006 and in Europe in October of 2014.
Globally, WisdomTree is currently the eighth largest ETP provider with strategies spanning asset classes and countries around the world. A smart beta innovator, WisdomTree pioneered the concepts of fundamentally weighted indexes and active ETFs - and is currently an industry leader in both categories. WisdomTree is listed on the NASDAQ Global Market under the ticker:WETF.
WisdomTree Europe The European platform of WisdomTree is spearheaded by veterans of the ETP industry Nik Bienkowski and Hector McNeil, who have more than 24 years' experience within the sector between them. WisdomTree completed the acquisition of Boost, a specialist European short and leverage ETP issuer, in April 2014.
At WisdomTree, we do things differently. Our funds are built with unique methodologies, smart structures or uncommon access to provide investors with the potential for income, performance, diversification and more. Now, that's smart beta.
Thoughtful Innovation Each of our funds is designed to redefine how an investment is built or how a country or asset class is accessed.
Smart Engineering Each of our funds is designed to redefine how an investment is built or how a country or asset class is accessed.
Redefined Investing We combine what we believe are the best elements of active and passive investing to provide low-cost 1, risk-managed investments.