All entries by this author


Nov 29th, 2023 | By

The fund’s underlying S&P 500 Index is one of the most widely followed gauges of large-cap US stocks. The index is composed of the common stock of 500 US companies weighted by float-adjusted market capitalization. Index constituents are selected at the discretion of an index committee within S&P Dow Jones Indices that is tasked with the objective of ensuring that the index reflects the performance of the US large-cap equity segment with a balanced representation of sectors and industry groups. To be eligible for inclusion, companies must trade on a recognized domestic exchange (e.g NYSE, NASDAQ) and have a market capitalization of at least $14.5bn on rebalance dates with a float-adjusted market capitalization that is at least 50% of the unadjusted minimum market capitalization. Companies must also have reported positive earnings over the most recent quarter, as well as over the most recent four quarters (summed together). The index is rebalanced quarterly in March, June, September and December.


Nov 29th, 2023 | By

The fund’s underlying Bloomberg U.S. Aggregate Float Adjusted Index is a broad-based float-adjusted market-capitalization-weighted benchmark that measures the performance of the investment grade, US dollar-denominated, fixed-rate taxable bond market. The index is seen as a proxy for the US bond market and comprises more than 13,000 securities, including Treasuries, government-related and corporate securities, fixed-rate agency MBS, ABS and CMBS. To be eligible for inclusion, securities must be rated Baa3/BBB-/BBB- or higher using the middle rating of Moody’s, S&P and Fitch, meet minimum par amount outstanding requirements and have at least one year until final maturity. The index adjusts the par amount outstanding of bonds held by the US government to reflect the amounts that are publicly available for trading.

GPF unveils electric vehicle metals ETC

Feb 1st, 2022 | By
Nikko launches China Future Mobility ETF in Singapore

Nornickel-backed Global Palladium Fund has launched an ETC providing physical access to a basket of metals that are essential to the production of electric vehicles. The GPF Physical Electric Vehicle Metals ETC reflects the performance of up to six metals with allocations to each metal dependent on its use within the electric vehicle market.

HSBC rolls out global semiconductor ETF

Jan 26th, 2022 | By
Olga de Tapia, Global Head of ETF & Indexing Sales, HSBC Asset Management

HSBC Asset Management has become the latest issuer in Europe to roll out a semiconductor ETF with the launch of the HSBC Nasdaq Global Semiconductor UCITS ETF (HNSC LN) on LSE.

Royal Mint, HANetf cross-list RMAU gold ETC onto Euronext Paris

Jan 21st, 2022 | By
ESG credentials help Royal Mint’s gold ETP shine

The Royal Mint’s physical gold ETC – the Royal Mint Physical Gold ETC – is now fully accessible to French investors courtesy of a local listing in Paris (RMAU FP).

Global X launches blockchain ETF in Europe

Jan 20th, 2022 | By
Morgane Delledonne, Head of Investment Strategy, Europe, Global X

Global X has introduced the Global X Blockchain UCITS ETF (BKCH LN), providing exposure to companies globally that are positioned to benefit from the increased adoption of blockchain technology.

Strategy Shares unveils net-zero-focused global equity ETF

Jan 13th, 2022 | By
StrategyShares unveils net-zero-focused global equity ETF

Strategy Shares has announced the launch of the actively managed Strategy Shares Halt Climate Change ETF (NZRO US) on Nasdaq.

John Hancock launches preferred income ETF

Jan 6th, 2022 | By
John Hancock launches global ex-US dividend ETF

John Hancock Investment Management has introduced a preferred income ETF on NYSE Arca, providing a high level of current income consistent with the preservation of capital.

Nationwide adds a further three risk-managed ETFs

Jan 6th, 2022 | By
Nationwide adds a further three risk-managed ETFs

Nationwide has rolled out a further three risk-managed ETFs on NYSE Arca.

AXS Investments enters ETF space with multi-asset inflation-protection ETF

Jan 5th, 2022 | By
AXS Investments enters ETF space with multi-asset inflation-protection ETF

AXS Investments has launched its first ETF: the AXS Astoria Inflation Sensitive ETF (PPI US). Listed on NYSE Arca, the fund is a multi-asset strategy designed to combat the adverse effects of inflation.