ETFS Battery Tech & Lithium ETF (ASX code: ACDC) offers investors exposure to the energy storage and production megatrend, including companies involved in the supply chain and production for battery technology and lithium mining. The performance of BetaShares Fund is not guaranteed by BetaShares or any other person. In some cases, advisers may choose to add tilts or hedges for their clients’ investments, while for others, it will be better to stay the course. It is differentiated from market capitalisation weighted strategies by its research focused, value-oriented approach to stock selection. An economic moat, like a physical moat, represents the degree to which a company has built a competitive advantage around its business. 1. No index provider is involved in the operation or distribution of the BetaShares Funds and no index provider shall have any liability for the operation or distribution of these Funds or their failure to achieve their investment objectives. ATEC aims to track the performance of the S&P/ASX All Technology Index … Prudent technology investors should examine value and quality stocks Q4 2018 saw high levels of volatility that particularly affected the tech sector and high beta areas of the market . But these ETFs have … Access to stock selection driven by Morningstar’s proprietary research. TECH may also be used as a tool for expressing long-term strategic or short-term tactical views on the technology sector. Things that w… Products in Focus: The ETF Securities Future Present Range In your discussions with clients, these principles can be a helpful starting point in reinforcing your approach and providing comfort in uncertain times. ETFS Morningstar Global Technology ETF (TECH, formerly ANZ ETFS Morningstar Global Technology ETF) is an exchange traded funds which aim to provide investors with a return that tracks (before fees and expenses) the performance of a published index.

This can be in terms of intangible assets, costs of switching to alternative providers, network effects, input cost advantages or efficiencies of scale. Large-cap stocks do not dominate as they do where holdings are weighted by market capitalisation. The index is comprised exclusively of companies identified as having wide or narrow moats.TECH can be used as a core exposure to the global technology sector and can aid portfolio sector diversification via investment in a sector that is underrepresented in the Australian market. Download now The methodology employed by Morningstar in calculating the Index can be found, Simple, low cost sector access to global technology. The range’s products positive performance is testament to investor trends. The total number of stocks in the index depends on the degree of similarity between the two portfolios; a minimum of 25 stocks if the portfolios are identical and a maximum of 50 stocks if no companies are in both portfolios. There are a range of ways to manage market volatility in a portfolio, some universally valuable, others dependent on the individual clients.
ETFS Morningstar Global Technology ETF (TECH) Overview. TECH uses a full-replication strategy to track the index, meaning that it holds all of the shares that make up the index closely in proportion to their index weights. The portfolio contains 25 to 50 stocks from a global universe In your discussions with clients, these principles can be a helpful starting point in reinforcing your approach and providing comfort in uncertain times. The technology industry is vast, encompassing everything from device manufacture to augmented reality. The current COVID-19 concerns have rattled markets, with advisers fielding calls from concerned clients. * As at 13 August 2020 TECH actively selects technology leaders that have a competitive advantage over other companies One of the most challenging aspects of investing has always been identifying ‘the next big thing’. Returns for periods longer than one year are annualised. Investments in BetaShares Funds are subject to investment risk and the value of units may go down as well as up. CURE up 22.0% year to date, ROBO 22.5%, TECH 20.7% and ACDC 7.1% (as at 12 April 2019) Find out more at Intelligent Investor ...Here’s the Buzz around Megatrends YTD performance in 2019 has seen a rebound of many of these stocks . One of the sub-portfolios is alternately rebalanced each quarter and the stocks are equally weighted. ...Invest in global technology companies encompassing hardware, software and IT services through ETFS Morningstar Global Technology ETF (ASX code: TECH).