BetaShares FTSE 100 ETF · ASX:F100
BetaShares FTSE 100 ETF — BetaShares — BetaShares ATEC webinar: Investing in Australia's dynamic tech sector (June 2020)
28 slides from BetaShares FTSE 100 ETF's conference presentation, Jun 23, 2020
Slide 1: Investing in Australia's dynamic tech sector
Investing in Australia’s dynamic tech sector 23 June 2020 Max Cunningham, ASX Executive General Manager, Issuer Services and Investment Products Alistair Mills, BetaShares Associate Director Portfolio Analytics & Adviser Business
Slide 2: Before we start…
Before we start… A recording of the session will be sent Ask a question during to all attendees at the end of the the session webinar Confidential – may not be distributed without the consent of BetaShares Capital
Slide 3: Important information
Important information The information contained in this presentation is general information only and does not constitute personal financial advice. It does not take into account any person’s financial objectives, situation or needs. The information is provided for information purposes only and is no
Slide 4: Regular content
Regular content Visit our website for the Sign up for Follow us on Twitter, latest fund data, blogs and regular insights LinkedIn and Facebook investment information @BetaShares @BetaSharesETFs @BetaSharesETFs betashares.com.au Confidential – may not be distributed without the consent of BetaShares
Slide 5: Speakers
Speakers Max Cunningham Alistair Mills Executive General Manager, Associate Director – Issuer Services and Investment Portfolio Analytics & Adviser Products, ASX Business, BetaShares Confidential – may not be distributed without the consent of BetaShares Capital
Slide 6: ASX: the "Global Home" for mid-cap Tech
ASX: the “Global Home” for mid-cap Tech Betashares – ATEC webinar June 2020
Slide 7: A highly active capital market
A highly active capital market $8b of equities traded daily* 120+ New listings annually 2,200 4th Largest pool of Listed Australian and global companies, pension funds globally across diverse sectors Long history Robust of successful regulatory listing and funding of early environment stage growth c
Slide 8: Proven track record across all industry sectors
Breakdown by Number Breakdown by Market Cap Proven track record across all industry sectors Total Listed Entities: Total Market Cap: 2,198 A$2.3 trillion > Small and mid-cap growth companies > Dominant resources and financials sectors > An emerging technology sector > World-class healthcare sector 4
Slide 9: A vibrant exchange for listed tech companies
ASX: A vibrant exchange for listed tech companies Total ASX listed technology companies The Tech Sector^: 250 200 189 197 205 #1 Fastest growing sector By number of new listings over the past 5 years. #2 Largest Sector 179 Over the past 5 years 146 150 100 101 #3 Globally in Tech IPOs US$500m market
Slide 10: Tech Sector: Led by the WAAAX stocks
Tech Sector: Led by the WAAAX stocks Price Performance since ASX Listing^ IPO and Secondary Capital Raised 2015 – 19* 7,000 3,500 6,066% 6,000 3,000 5,000 4,675% 2,500 Price Performance % 4,000 2,000 $m AUD 3,000 1,500 2,000 1,766% 1,833% 1,000 1,000 502% 500 - Wisetech Afterpay Appen Alitum Xero -
Slide 11: S&P/ASX All Technology Index (XTX)
S&P/ASX All Technology Index (XTX) > Launched February 2020 with 46 constituents > Total market cap ~$110bn^ > Investable index* > Top 10 constituents at launch; Historical Performance Data rebased at 100, total return S&P/ASX All Technology Index S&P/ASX 300 Index * You cannot invest directly in an
Slide 12: S&P/ASX All Technology Index (XTX) by numbers
Top 10 constituents S&P/ASX All Technology by Market Cap Growth in market cap of indices* Country of origin Index (XTX) by 500 at June 2020 rebalance** 450 01 43 400 numbers 350 300 Australia 02 250 The S&P/ASX All Technology Index 200 3 23 launched on 24th February 2020. 150 There were 46 foundatio
Slide 13: Why ASX?
Why ASX? • Main board listings • Mainstream coverage • Genuine tech exchange • International demand • Early index inclusion • Size and quality of companies continue to increase Capital with confidence - Listing with ASX
Slide 14: Investment solutions
Investment solutions
Slide 15: Technology's global footprint
Technology’s global footprint Technology and communicating sector weighting Source: Morningstar, BetaShares. Data as at 31st May 2020. Confidential – may not be distributed without the consent of BetaShares Capital
Slide 16: ATEC – example portfolio holdings
ATEC – example portfolio holdings Company Description ► Xero is one of the fastest growing ‘software as a service’ companies globally, offering a cloud-based accounting software platform for small and medium-sized businesses. ► Afterpay Touch Group is a technology-driven payments company that enable
Slide 17: Dispersion of stocks
Dispersion of stocks 1 year price returns as at 31 May 2020 Source: Bloomberg, BetaShares. Stock price returns from 31st May 2019 to 31st May 2020. Past Performance is not indicative of future returns. Confidential – may not be distributed without the consent of BetaShares Capital
Slide 18: Timing is hard – last year's winners
Timing is hard Last year’s winners Source: Bloomberg, BetaShares. 1 year returns prior to stated date. . Past Performance is not indicative of future returns Confidential – may not be distributed without the consent of BetaShares Capital
Slide 19: Timing is hard – last year's losers
Timing is hard Last year’s losers Source: Bloomberg, BetaShares. 1 year returns prior to stated date. . Past Performance is not indicative of future returns Confidential – may not be distributed without the consent of BetaShares Capital
Slide 20: ATEC's Index vs S&P/ASX 200 Index
ATEC’s Index vs S&P/ASX 200 Index S&P All Technology Index vs S&P/ASX 200 Index return April 2014 to 31 May 2020 Source: Bloomberg, S&P Dow Jones Indices. Index launch date is 21 February 2020. Index performance prior to launch is back-tested by the index provider using the index methodology in effe
Slide 21: Benefits of market cap weighting
Benefits of market cap weighting ATEC incorporates a modified market-cap weighting scheme (with a single security cap of 25%) We believe that it is important for the market to dictate company weights in thematic investing We do not know which technology company will be the biggest and most suc
Slide 22: BetaShares S&P/ASX Australian Technology ETF
BetaShares S&P/ASX Australian Technology ETF Investment objective The Fund aims to track the performance of the S&P/ASX All Technology Index (Index) ASX: ATEC (before fees and expenses). The Index provides diversified exposure to ASX-listed companies in a range of tech-related market segments such a
Slide 23: Benefits of ATEC
Benefits of ATEC Access the growth potential of the Australian technology sector ATEC will provide diversified exposure to the leading ASX-listed companies in the dynamic Australian technology and related sectors. Portfolio diversification An allocation to ATEC can provide valuable diversification f
Slide 24: How do you actually invest in ETPs?
How do you actually invest in ETPs?
Slide 25: Buying and selling ETFs
Buying and selling ETFs ETFs are bought and sold exactly like shares on the ASX, so there’s no need to open a separate broking account if you already have one. Simply use the ASX ticker for the fund you wish to trade. Confidential – may not be distributed without the consent of BetaShares Capital
Slide 26: ETF trading - best practice
ETF trading - best practice 1 2 3 Use limit orders Avoid trading For international near market ETFs and futures “’Use limit orders’ is the open and close markets: ‘wash your hands’ of ETF trading” Mind the clock – Ben Johnson, Morningstar’s Head of Global ETF research Confidential – may not be distr
Slide 27: Things to consider
Things to consider Investment risk: The value of an investor’s portfolio can go down as well as up. There are risks associated with an investment in the BetaShares S&P/ASX Technology Sector ETF, including market risk, technology sector risk and concentration risk. For more information on risks and
Slide 28: Questions?
Questions? Confidential – may not be distributed without the consent of BetaShares Capital