Eurooppalaiset ETF:t täyttävät 15 vuotta
Ensimmäiset pörssinoteeratut rahastot eli ETF:t tuotiin Euroopan markkinoille vuosituhannen vaihteessa 15 vuotta sitten.
Ensimmäisenä listattiin Saksan pörssiin kaksi eurooppalaisiin osakkeisiin sijoittavaa BlackRockin iShares-tuotetta: iShares STOXX Europe 50 UCITS ETF ja iShares EURO STOXX 50 UCITS ETF. Pian näiden jälkeen listattiin Lontoon pörssiin iShares Core FTSE 100 UCITS ETF.
Pörssilistattuja tuotteita (ETP) on tarjolla tällä hetkellä yhteensä 2 269 kappaletta 22 eri pörsissä eri puolilla Eurooppaa. Tuotteita tarjoaa kaikkiaan 45 eri toimijaa. Niihin on sijoitettuna lähes 460 miljardia euroa (noin 494 miljardia Yhdysvaltain dollaria).
”ETF:t ovat yksi 2000-luvun menestystarinoista sijoitusmarkkinoilla. Vain 15 vuodessa tämä markkina on kasvanut lähes 500 miljardin dollarin suuruiseksi tarjoamalla asiakkaille tehokkuutta, läpinäkyvyyttä ja vastinetta rahoille”, sanoo Rachel Lord, iSharesin EMEA-alueen johtaja.
”Eurooppalaisten ETF:ien suosio kasvaa nopeasti nykyisistä taloudellisista ja geopoliittisista epävarmuuksista huolimatta. Itse asiassa ETF:ien kasvu on Euroopassa nopeampaa kuin maailmanlaajuinen keskiarvo, ja Eurooppa on merkittävässä asemassa muokkaamassa ETF-alaa. Odotamme ETF-markkinoiden ylittävän biljoonan dollarin rajan Euroopassa vuoteen 2019 mennessä. Maailmanlaajuisesti odotamme ETF-tuotteissa olevan tuolloin sijoitettuna noin 6 biljoonaa dollaria".
ETF-markkinat ovat kehittyneet paljon. Kehitystä on tapahtunut erityisesti niche-markkinoille ja vaihtoehtoisiin kohteisiin, kuten hyödyke- tai kiinteistömarkkinoille, sijoittavissa rahastoissa.
“Uskomme erityisesti niiden sijoittajien, jotka nyt käyttävät OTC-joukkolainoja ja -futuureja, siirtyvän ETF-tuotteisiin niiden likviditeetin ja matalien kustannusten takia. ETF-markkinoille siirtyy uusia eurooppalaisia sijoittajia päivittäin,” Rachel Lord sanoo.
Juhlavuoden kunniaksi BlackRock on koonnut 15-vuotiserityisraportin ETP-markkinoista. Raportti kokonaisuudessaan liitteenä.
Alkuperäinen lehdistötiedote kokonaisuudessaan alla. Mikäli käännöksessä on eroja alkuperäiseen tiedotteeseen, alkuperäinen tiedote pätee.
Lisätietoja:
Anna-Mari Tiilikainen, Viestintätoimisto Cocomms
+358 50 558 0888
anna-mari.tiilikainen (at) cocomms.com
Lehdistökontakti:
Timi Oni
+44 (0) 20 7743 1592
timi.oni (at) blackrock.com
ETFs turn 15
On the 15th anniversary of European ETFs, BlackRock predicts US$1 trillion milestone is less than five years away
London, 9 April 2015 – Europe entered the year 2000 nervously, with fears the Y2K bug would damage systems dependent on global technology. But having sailed through this test it became a fertile year for innovation of many kinds, including in the European financial markets where the first exchange traded funds (ETFs) were launched.
The first ETFs to list in Europe were two European equity ETFs on Deutsche Börse on 11 April 2000: the iShares STOXX Europe 50 UCITS ETF and iShares EURO STOXX 50 UCITS ETF. This was quickly followed by the first ETF to list on the UK’s London Stock Exchange on 28 April 2000, the iShares Core FTSE 100 UCITS ETF.
There are now 2,269 different exchange traded products in Europe, listed in 22 countries across the continent by 45 different providers. The industry holds US$494 billion in assets and the original UK ETF, iShares Core FTSE 100 UCITS ETF, has grown to become the largest UK equities ETF with £3.7bn in assets under management.
On the eve of the industry’s 15th anniversary, BlackRock’s Rachel Lord, Head of EMEA iShares, commented:
“ETFs are one of the success stories of twenty-first century investing in Europe. In just 15 years, this financial market has grown from scratch into an industry on the cusp of US$500 billion, by providing levels of efficiency, transparency and value-for-money that have democratised investing for those across the continent.
“ETFs domiciled in Europe continue to grow rapidly, despite recent economic and geopolitical uncertainties. In fact, the growth in uptake of ETFs here is far higher than the global average, and Europe is a major contributor to the shape and size of the global market. European ETFs will surpass US$500 billion any day now, and by 2019 when the industry emerges from its teenage years, we expect them to be greater than US$1 trillion within a global market of US$6 trillion.
“There have been many developments over this time, especially from funds tracking niche and alternative markets like commodities and real estate. Alongside ongoing innovation in areas such as smart beta, we believe investors will continue to turn to ETFs when choosing their core equity and bond market-weighted investments.
“We see growth coming from investors who have previously deployed capital using products traded over-the-counter - bonds and futures especially – who are turning to ETFs for the first time because of the liquidity and low costs. There is a clear trajectory ahead, and we’re welcoming new European investors to ETFs every day.”
To mark the anniversary, BlackRock’s ETP Landscape team has produced a special report with the latest data and information on the industry, which is available attached, along with the March ETP Landscape Report 2015.
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About BlackRock
BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At December 31, 2014, BlackRock’s AUM was $4.652 trillion. BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. Headquartered in New York City, as of December 31, 2014, the firm had approximately 12,200 employees in more than 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrockuknews | LinkedIn: www.linkedin.com/company/blackrock
About iShares
iShares is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of December 31, 2014, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.
Regulatory Information
BlackRock Advisors (UK) Limited, which is authorised and regulated by the Financial Conduct Authority ('FCA'), having its registered office at 12 Throgmorton Avenue, London, EC2N 2DL, England, Tel +44 (0)20 7743 3000, has issued this document for access by Professional Clients only and no other person should rely upon the information contained within it. For your protection, calls are usually recorded. iShares plc, iShares II plc, iShares III plc, iShares IV plc, iShares V plc, iShares VI plc and iShares VII plc (together 'the Companies') are open-ended investment companies with variable capital having segregated liability between their funds organised under the laws of Ireland and authorised by the Central Bank of Ireland.
For investors in Finland
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This document is not, and under no circumstances is to be construed as an advertisement or any other step in furtherance of a public offering of shares in the United States or Canada. This document is not aimed at persons who are resident in the United States, Canada or any province or territory thereof, where the companies/securities are not authorised or registered for distribution and where no prospectus has been filed with any securities commission or regulatory authority. The companies/securities may not be acquired or owned by, or acquired with the assets of, an ERISA Plan.
Risk Warnings
Investment in the products mentioned in this document may not be suitable for all investors. Past performance is not a guide to future performance and should not be the sole factor of consideration when selecting a product. The price of the investments may go up or down and the investor may not get back the amount invested. Your income is not fixed and may fluctuate. The value of investments involving exposure to foreign currencies can be affected by exchange rate movements. We remind you that the levels and bases of, and reliefs from, taxation can change.
BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information. Investment should be made on the basis of the relevant Prospectus which is available from the manager.
In respect of the products mentioned this document is intended for information purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy the securities described within. This document may not be distributed without authorisation from BlackRock Advisors (UK) Limited.
Index Disclaimers
'FTSE®' is a trade mark jointly owned by the London Stock Exchange plc and the Financial Times Limited (the 'FT') and is used by FTSE International Limited ('FTSE') under licence. The FTSE 100 Index is calculated by or on behalf of FTSE International Limited ('FTSE'). None of the Exchange, the FT nor FTSE sponsors, endorses or promotes iShares Core FTSE 100 UCITS ETF nor is in any way connected to the fund or accepts any liability in relation to its issue, operation and trading. All copyright and database rights within the index values and constituent list vest in FTSE. BlackRock Advisors (UK) Limited has obtained full licence from FTSE to use such copyright and database rights in the creation of this product.
EURO STOXX 50® and STOXX® Europe 50 is the intellectual property (including registered trademarks) of STOXX Limited and/or of its licensors (“licensors”), and is used under a licence. iShares EURO STOXX 50 UCITS ETF (Acc), iShares EURO STOXX 50 UCITS ETF (Dist) and iShares STOXX Europe 50 UCITS ETF is not sponsored, subscribed, sold or promoted by STOXX and its licensors and none of them bear any liability in this respect.
© 2015 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, iSHARES, BUILD ON BLACKROCK, SO WHAT DO I DO WITH MY MONEY and the stylized i logo are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
EMEACC
BlackRock
BlackRock on maailman johtavia sijoitusten ja riskien hallinnan sekä neuvontapalveluiden tarjoajia institutionaalisille ja yksityissijoittajille. BlackRockin hallinnoimat varat olivat 4 652 miljardia dollaria 31.12.2014. BlackRock auttaa asiakkaitaan saavuttamaan tavoitteensa ja selviämään haasteista tuotevalikoimansa avulla, johon kuuluu erillisiä tilejä, sijoitusrahastoja, pörssinoteerattuja iShares®-rahastoja ja muita yhteissijoitustuotteita. BlackRock tarjoaa myös riskienhallintaa, neuvontaa ja yritysinvestointijärjestelmäpalveluja laajalle institutionaalisten sijoittajien ryhmälle BlackRock Solutions®-brändillä. BlackRockin pääkonttori on New York Cityssä, ja sillä oli noin 12 200 työntekijää yli 30 maassa (31.12.2014). Yhtiö on vahvasti läsnä kaikille tärkeimmillä markkinoilla Pohjois- ja Etelä-Amerikka, Eurooppa, Aasia, Australia, Lähi-itä ja Afrikka mukaan lukien. Lisätietoja: www.blackrock.com | Twitter: @blackrock_news | blogi: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock
iShares
iShares on globaali pörssinoteerattujen ETF-rahastojen markkinajohtaja, joka on yli kymmenen vuoden ajan työskennellyt erikokoisten yksityisten ja institutionaalisten sijoittajien kanssa. Sillä on maailmanlaajuisesti yli 700 eri omaisuuslajien ja strategioiden rahastoa, ja sen hallinnoimat varat olivat yli 1000 miljardia dollaria 30.9.2014. iShares auttaa asiakkaita ympäri maailmaa rakentamaan sijoitussalkkunsa ytimen, pääsemään asetettuihin sijoitustavoitteisiin ja toteuttamaan markkinanäkemyksiään. iShares-rahastojen takana on BlackRockin ammattimainen salkunhoito ja riskinhallinta. BlackRockin hallinnoitavaksi on uskottu enemmän varoja kuin millekään muulle sijoitusyhtiölle.