ETFs The new wave of acceptance
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1 Public ETFs The new wave of acceptance March 2016
2 Discussion The new wave of acceptance Clear drivers of investment selection ETFs are growing in popularity among planners Australia use of ETFs continues to grow ETFs apply to a range of investment strategies Global access is an important consideration SMSF continued adoption of ETFs Smart Beta ETFs rewrite the rules Where to next for ETFs in Australia 1
3 Drivers of investment selection What will be your top priorities when selecting investments for your clients? Source: Investment Trends 2015 Report 2
4 Planners continue to increase usage of ETFs % of planners using ETFs for client investments Source: Investment Trends 2015 Report 3
5 ETFs and the benefits ETFs combine the benefits of managed funds and equities Diversification Accessibility Transparency Low cost Liquidity Tax efficiency 4
6 ETFs are growing in Australia ETF industry recorded its highest ever annual growth in 2015! End of 2015 total FUM was $21.4bn: FUM increased $6.4bn up 42% on % of the growth in ETF FUM in 2015 was net inflows - $6bn of new money Source: ASX Dec15 statistics 5
7 Planners who recommend ETFs allocated 13% of new client flows to ETFs Source: Investment Trends 2015 Report 6
8 Benefits of ETFs for planners What do you see as the benefits of ETFs? Source: Investment Trends 2015 Report 7
9 Growth in ETFs is set to continue Source: Investment Trends 2015 Report 8
10 ETFs and the benefits ETFs combine the benefits of managed funds and equities Diversification Accessibility Liquidity Transparency Low cost Tax efficiency Buy an entire index through a single transaction Simple and instant market exposure to a variety of asset classes ETFs are highly liquid and can be bought and sold at any time during the trading day. ETFS are highly transparent as holdings are published daily so you know exactly what you are invested in Cost efficient way to gain access to a portfolio of listed securities, generally cheaper than managed funds Low turnover of investments provided by an indexing approach minimises the capital gains distribution impact 9
11 Investment Strategies using ETFs for planners How are ETFs are becoming an important tool for financial planners 10
12 Building portfolios with ETFs Core & Satellite A powerful investment approach Core Strategic benchmark Index investments as core Active with a low tracking error Satellite Tactical positions with ETFs Index investments outside of core Blend with active investments to increase diversification 11
13 International investing for diversification and growth Using ETFs to go global Asset allocation drives long term returns Opportunity to diversify away from home Invest for growth access new companies and sectors with different economic and growth profiles Reduce portfolio and concentration risk through more effective diversification Australian Market compared to Global Market SMSF using ETFs to gain exposure to asset classes Australia - 2% Global Market - 98% Source: FSC/UBS SMSF Report 12
14 SMSF growing use of ETFs SMSF Insights FSC/UBS SMSF Report ETFs played a role in the one in five SMSF portfolios Why are SMSFs embracing ETFs? portfolio diversification low cost access to international markets Source: FSC/UBS SMSF Report 13
15 Rewriting the rules - Smart Beta ETFs Combine the benefits of passive index investing and active funds management Smart beta ETFs aim to deliver: Enhanced returns Improve diversification Higher income Lower volatility Why use smart beta: Looking for Quality ETFs that seek to outperform quality approach to investing UBS IQ Morningstar Australia Quality ETF (ASX code: ETF) Pursue higher income Invest in companies that offer quality and provide a sustainable dividend UBS IQ Morningstar Australia Dividend Yield ETF (ASX code: DIV) 14
16 Where to next for ETFs in Australia The way forward Smart beta: time to move the debate forward Will 2016 mark a turning point for fixed income ETFs? Using ETFs to access Emerging markets Currency hedged funds lead the way Innovation is driving growth 15
17 Introducing UBS IQ ETFs The UBS Australian UBS IQ ETF platform was established in All UBS IQ ETFs are Australian Domiciled. No W-8 BEN form required compared to cross listed ETFs No US Estate Tax Implications Allow for DRP ASX Code Name Core ETFs Management Costs (% p.a.) UBA UBS IQ MSCI Australia Ethical ETF 0.17 UBW UBS IQ MSCI World ex Australia Ethical ETF 0.35 UBU UBS IQ MSCI USA Ethical ETF 0.20 UBE UBS IQ MSCI Europe Ethical ETF 0.40 ASX Code Name Smart Beta ETFs Management Costs (% p.a.) ETF UBS IQ Morningstar Australia Quality ETF 0.30 DIV UBS IQ Morningstar Australia Dividend Yield ETF 0.30 UBJ UBS IQ MSCI Japan Ethical ETF 0.40 UBP UBS IQ MSCI Asia APEX 50 Ethical ETF
18 UBS IQ Ethical ETFs UBS IQ ETFs exclude companies with significant business activities involving tobacco and those engaged in the production of cluster bombs, landmines, chemical and biological weapons and depleted uranium weapons. Why divest tobacco? No safe level of exposure to tobacco Reputation and investment risks International treaty Increasing Australia and global trend Tobacco's hidden children Why exclude controversial weapons? Ethical implications Reputational and regulatory risks Indiscriminate and disproportional humanitarian impact on civilian populations 17
19 Jul-10 Sep-10 Nov-10 Jan-11 Mar-11 May-11 Jul-11 Sep-11 Nov-11 Jan-12 Mar-12 May-12 Jul-12 Sep-12 Nov-12 Jan-13 Mar-13 May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14 Sep-14 Nov-14 Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 World ex AU vs World ex AU Ethical MSCI World ex AU ex Tobacco ex Controversial Weapons Index MSCI World ex AU Index Source MSCI 18
20 ETFs: The new wave of acceptance Summary Low cost and diversification driving investment selection ETFs continue to grow in popularity among planners and SMSF Australia use of ETFs continues to grow at record levels ETFs apply to a range of investment strategies Global access is an important consideration Smart Beta ETFs are rewriting the rules UBS ETFs offering core and smart beta ETFs for you and your clients 19
21 Disclaimer This presentation and accompanying documents is intended to provide general information only and has been prepared by UBS Asset Management (Australia) Ltd (ABN ) (AFS Licence No ) without taking into account any particular person s objectives, financial situation or needs. Investors should before acting on the information provided in this presentation, consider the appropriateness of the information having regard to their personal objectives, financial situation or needs. Any opinions expressed in this material are those of UBS Asset Management (Australia) Ltd, a member of the Asset Management division of UBS AG, and are subject to change without notice. Although all information in this presentation and documents is obtained in good faith from sources believed to be reliable no representation of warranty, express or implied is made as to its accuracy or completeness. Neither UBS AG nor any of its affiliates, directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material. The information provided during this presentation must not be relied on to make an investment decision. It is not an offer or recommendation to acquire an interest in the UBS Managed Investment Funds (UBS Funds) or recommendation to purchase or sell any particular security. Offers of interests in the UBS Funds are contained in the relevant current Product Disclosure Statement (PDS). An investment in any of the UBS Funds does not represent deposits or other liabilities of UBS AG or any other member company of the UBS Group. Your investment is subject to investment risk, including possible delays in repayment and loss of income and capital invested. The repayment of capital or income is not guaranteed by any company in the UBS Group. Performance can be volatile and future returns can vary from past returns. Up-to-date performance information can be obtained by contacting UBS Asset Management (Australia) Ltd. A copy of the PDS is available from UBS Asset Management (Australia) Ltd, the issuer of the UBS Funds, on (02) or freecall on You should consider that PDS and obtain professional advice before making any decision about whether to acquire or continue to hold an investment in the Fund(s). This document may not be reproduced or copies circulated without prior authority from UBS Asset Management (Australia) Ltd. UBS The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. The funds referred to herein is not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such fund. The Product Disclosure Statement contains a more detailed description of the limited relationship MSCI has with UBS Asset Management (Australia) Ltd The Morningstar Australia Moat Focus Index and the Morningstar Australia Dividend Yield Focus Index and their associated trademarks are the property of Morning-star, Inc., and are licensed to UBS by Morningstar Australasia Pty Ltd. (Morningstar Australasia), an affiliate of Morningstar, Inc. Neither Morningstar, Inc., nor Morningstar Australasia sponsors, endorses, issues, sells, or promotes the UBS IQ Morningstar Australia Dividend Yield ETF or the UBS IQ Morningstar Australia Quality ETF and neither bears any liability with respect to these ETFs or any other security. 20
22 Contact information For further information please visit our website: Please feel free to contact: Adam Muston ETF Capabilities Manager - Australia adam.muston@ubs.com 21
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