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Global ETFs achieve 36 straight months of net inflows, hit second-highest YTD record of US$417.9b

Global ETFs achieve 36 straight months of net inflows, hit second-highest YTD record of US$417.9b

全球ETF實現連續36個月淨流入,創下4179億美元的年內第二高紀錄
Business Times ·  2022/06/15 04:39

Global exchange-traded funds (ETFs) attracted the second-highest net inflow on record, taking in year-to-date (YTD) net inflows of US$417.9 billion, a decline from US$572.4 billion over the same period last year, independent research and consultancy firm ETFGI reported on Wednesday (Jun 15).

獨立研究和諮詢公司ETFGI週三(6月15日)報告稱,全球交易所交易基金(ETF)吸引了有記錄以來第二高的淨流入,今年迄今淨流入(YTD)資金為4179億美元,低於去年同期的5724億美元。

The independent research and consultancy firm noted that May's net inflows of US$80.3 billion were "strong", marking 36 months of consecutive net inflows in the global ETFs industry.

這家獨立研究和諮詢公司指出,5月份803億美元的淨流入是“強勁的”,標誌着全球ETF行業連續36個月出現淨流入。

A total of US$1.14 trillion in net inflows were gathered in the past 12 months, while equity ETFs and exchange-traded products (ETPs) listed globally saw $35.6 billion in net inflows in May 2022.

過去12個月,共有1.14萬億美元的資金淨流入,而股票ETF和交易所交易產品(ETP)上市2022年5月,全球淨流入356億美元。

Deborah Fuhr, managing partner, founder and owner of ETFGI, noted that substantial inflows can be attributed to the top 20 ETFs ranked by net new assets gathered in May, which collectively gathered US$55.6 billion. 

ETFGI的管理合夥人、創始人和所有者黛博拉·富爾指出,大量資金流入可以歸因於5月份收集的淨新增資產排名前20位的ETF,這些基金總共籌集了556億美元。

During May, assets invested globally in the ETFs industry was US$9.46 trillion, a 1 per cent increase from US$9.36 trillion as at end-April. 

五月期間,全球投資於ETF行業的資產達9.46萬億美元,較四月底的9.36萬億美元增加1%。

This brings total assets invested in the global ETFs industry as at end-May to US$9.46 trillion, which is a 7.9 per cent decrease from S$10.27 trillion at the end of 2021. 

這使截至5月底投資於全球ETF行業的總資產達到9.46萬億美元,較2021年底的10.27萬億新元下降7.9%。

Fuhr noted that the S&P 500 was up 0.18 per cent in May but fell 12.76 per cent in the first 5 months of 2022 as "inflation concerns along with Fed rate hikes weighed on markets". She added that among emerging markets, Chile and Columbia saw the largest increases and were up 19.8 per cent and 9 per cent respectively in May.  

Fuhr指出,標準普爾500指數在5月份上漲了0.18%,但在2022年前5個月下跌了12.76%,原因是“通脹擔憂以及美聯儲加息令市場承壓”。她補充説,在新興市場中,智利和哥倫比亞的漲幅最大,5月份分別上漲19.8%和9%。

ETFs typically are open-end index funds that provide daily portfolio transparency; are listed and traded on exchanges like stocks on a secondary basis; and utilise a unique creation and redemption process for primary transactions.

ETF通常是開放式指數基金,提供每日投資組合透明度;在交易所像股票一樣二級上市和交易;並利用獨特的創建和贖回程序進行一級交易。

ETPs refer to other products that have similarities to ETFs in the way they trade and settle, but do not use a mutual fund structure. The use of other structures including grantor trusts, partnerships, notes and depository receipts by ETPs can create different tax and regulatory implications for investors when compared to ETFs, which are funds.

ETP是指在交易和結算方式上與ETF有相似之處,但不使用共同基金結構的其他產品。與ETF相比,ETP使用其他結構,包括設保人信託、合夥企業、票據和存託憑證,可能會給投資者帶來不同的税收和監管影響。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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