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O'Shares Completes First Year Anniversary with Strong Performance and Asset Growth
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PR Newswire
BOSTON, Aug. 30, 2016
BOSTON, Aug. 30, 2016 /PRNewswire/ -- The O'Shares family of large cap dividend ETFs have all recently completed a successful first year since listing on the NYSE. All five O'Shares ETFs (OUSA, OEUR, OEUH, OASI & OAPH) have outperformed their relevant benchmark, providing greater total return, more yield and generally lower volatility in their first year. Performance of all five ETFs shows the benefits of the index strategies that were developed for O'Shares by FTSE Russell, with rules for selecting stocks for Quality, Lower Volatility and Dividend Yield.
Kevin O'Leary, Chairman of O'Shares ETF Investments, believes that ETFs are evolving, as new rules-based ETFs offer investors choices to own alongside or instead of market-cap weighted ETFs. "O'Shares is building a very good track record and a great set of quality ETFs for long-term wealth management. That's driving our AUM growth and it's the reason we're attracting a high caliber of advisors and institutional investors. Each of these ETFs is part of my core portfolio of large-cap equities, with OUSA for the U.S., OEUR for Europe in local currency, OEUH for Europe with currency hedged to U.S. dollars, OASI for Asia Pacific in local currency and OAPH for Asia Pacific with currency hedged to U.S. dollars," said Mr. O'Leary, who is well-known as an investor on ABC's Shark Tank and a contributor to CNBC.
Connor O'Brien, CEO of O'Shares ETF Investments, added, "Performance of O'Shares ETFs is driven by our rules-based approach, emphasizing Quality, Low Volatility and Yield, and excluding companies that do not meet the standards. There are many strong global companies in Europe and Asia Pacific, and we applied the same rules used with OUSA to build OEUR and OASI. As a result, our rules-based (multi-factor) ETFs hold conservative, diversified portfolios that have outperformed the market and have provided an attractive yield. In the ETF industry, multi-factor ETFs are the fastest growing, as advisors and institutions seek better risk-adjusted returns than generic market-cap weighted ETFs."
| O'Shares, ETFs First-Year Performance Comparison1 | Ticker | O'Shares | Benchmark ARIVA.DE Börsen-Geflüster | O'Shares |
| O'Shares FTSE US Quality Dividend ETF | OUSA | 15.7% | 4.8% | 10.9% |
| O'Shares FTSE Europe Quality Dividend ETF | OEUR | -1.5% | -6.0% | 4.5% |
| O'Shares FTSE Europe Quality Dividend Hedged ETF | OEUH | 14.9% | 4.5% | 10.4% |
| O'Shares FTSE Asia Pacific Quality Dividend ETF | OASI | 12.4% | 4.9% | 7.5% |
| O'Shares FTSE Asia Pacific Quality Dividend Hedged ETF | OAPH | 7.4% | 1.4% | 6.0% |
1. Performance shown is Market Value. Source: Bloomberg. Data for year ended 07/13/16 for OUSA, 08/18/2016 for OEUR and OASI, 08/24/2016 for OEUH and OAPH. Benchmark for OUSA is the S&P 500, benchmark for OEUR is the STOXX EUROPE 600 USD Total Return Index, benchmark for OEUH is the STOXX EUROPE 600 Local Index, benchmark for OASI is MSCI AC ASIA PACIFIC USD Index, benchmark for OAPH is the MSCI Asia Pacific Local Index. Past performance is not a guarantee of future results.
O'Shares Investments
O'Shares is focused on providing quality ETFs for long-term wealth management. O'Shares ETFs use the FTSE Russell Quality/Volatility/Yield rules-based indexes for investing in large cap dividend paying equities. These indexes provide a rules-based approach for investing in the U.S., Europe and Asia-Pacific regions, and seek more yield, less risk and strong long-term investment performance. O'Shares ETFs are designed to be core investment holdings, providing cost efficient access to portfolios of large-cap and mid-cap high quality, low volatility, dividend paying companies. oshares.com.
FTSE Russell
FTSE Russell is a global leader in index benchmarking and analytics, positioned to develop and offer indexing solutions for investors worldwide. Leading asset owners, asset managers, ETF providers and investment banks use FTSE Russell indexes to benchmark their investment performance and create ETFs, institutional separate accounts and index-based derivatives. FTSE Russell is wholly owned by London Stock Exchange Group. ftserussell.com.
| Performance Information | S/I | YTD | QTD | 1 Y2 | 6 M | 3 M | 1 M | Gross | Net | |
| OUSA NAV % | 13.39% | 11.92% | 5.41% | - | 11.92% | 5.41% | 3.70% | 0.49% | 0.48 | |
| OUSA Market Value % | 13.27% | 11.62% | 5.29% | - | 11.62% | 5.29% | 3.55% | |||
| S&P 500 INDEX | 2.11% | 3.84% | 2.46% | 3.98% | 3.84% | 2.46% | 0.26% | |||
| | | | | | | | | | | |
| OEUR NAV % | -5.06% | 2.29% | 1.92% | - | 2.29% | 1.92% | -0.26% | 0.59% | 0.58% | |
| OEUR Market Value % | -4.24% | 3.40% | 1.96% | - | 3.40% | 1.96% | 0.34% | |||
| STOXX EUROPE 600 USD Total Return Index | -11.64% | -5.26% | -2.85% | -10.66% | -5.26% | -2.85% | -4.98% | |||
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| OEUH NAV % Werbung Mehr Nachrichten zum Fonds kostenlos abonnieren
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