Benefits

Why ETFs

ETFs are convenient investment vehicle for investors to gain exposure to their investment strategies. They can be used as portfolio construction tools or tactical trading instruments.

PhillipCapital Australia offers domestic/international ETFs via our trading solutions.

ETFs allow investors to reduce their concentration risk by spreading their investment capital across the underlying assets held by the ETFs and they enable investors to diversify their portfolio at lower transaction costs.

ETFs have democratised investing for investors by providing investors with access to a wide variety of asset classes, market exposures and investment strategies.

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Benefits

  • Efficient – lower cost compared to mutual funds
  • Transparent – listed on exchanges, intra-day price is available
  • Flexible – trades like stocks, and comes with portfolio diversification advantage
  • Easy access to closed door markets, such as India, China, Middle East, Latin America, etc
  • Easy access multiple assets classes, such as commodities, equities, fixed income, private equity, real estates, gold & silver etc
  • Dividend payouts for selected ETFs

Why ETFs

ETFs are convenient investment vehicle for investors to gain exposure to their investment strategies. They can be used as portfolio construction tools or tactical trading instruments.

ETFs allow investors to reduce their concentration risk by spreading their investment capital across the underlying assets held by the ETFs and they enable investors to diversify their portfolio at a lower transaction costs.

ETFs have democratised investing for investors by providing investors with access to a wide variety of asset classes, market exposures and investment strategies.

  • Efficient – lower cost compared to mutual funds
  • Transparent – listed on exchanges, intra-day price is available
  • Flexible – trades like stocks, and comes with portfolio diversification advantage
  • Easy access to closed door markets, such as India, China, Middle East, Latin America, etc
  • Easy access multiple assets classes, such as commodities, equities, fixed income, private equity, real estates, gold & silver etc
  • Dividend payouts for selected ETFs

What is an ETF

Important/Key information about the product

ETFs are open-ended investment funds that are listed and traded on stock exchanges.

They aim to track, replicate or correspond to the performance of an underlying index or asset. ETFs provide access to a wide variety of markets and asset classes.

Similar to trading any stock, you may buy or sell ETFs through your stock broker or your own online trading account.

Some ETFs are classified as a Specified Investment Product (SIP) and you will be required to clear your Customer Account Review Assessment before you are allowed to trade these instruments.

Important/Key information about the product

ETFs are open-ended investment funds listed and traded on a stock exchange

They aim to track, replicate or correspond to the performance of an underlying index or asset. ETFs provide access to a wide variety of markets and asset classes.

Similar to trading any stock, you may buy or sell ETFs through your stock broker or your own online trading account

Some ETFs are classified as a Specified Investment Product (SIP) and you will be required to clear your Customer Account Review Assessment before you are allowed to trade these instruments.

Note

  • No capital guaranteed
  • Counterparty risk
  • Market risk
  • Tracking error
  • Liquidity risk
  • Trading at discount/premium
  • Foreign Jurisdiction(s) risks
  • A Trading Account with PhillipCapital Australia
  • Customer Account Review Assessment (For Specified Investment Products)
  • W8-BEN Form (For US listed ETFs)
  • Risk Warning Statement (For all overseas listed ETFs)