ETF dividendes réinvestis/capitalisés : dividendes bruts ou nets réinvestis ?

Du nouveau dans les etfs distribuants et les etfs actifs : ca accélère en Europe … finalement !1.

1. Pacer ETFs has entered the European ETF market with the launch of three ETFs from its flagship Cash Cow range.
Listed on Euronext Dublin and Euronext Amsterdam, the three free-cash-flow ETFs cover US, developed markets and global dividend-paying stocks.

The long-awaited entry comes after ETF Stream revealed the group would be coming to Europe in January and follows the success of its range in the US, amassing over $35bn assets under management (AUM) on the back of a bumper 2023.
The three ETFs are:

Pacer US Cash Cows 100 UCITS ETF [COWZ]
Pacer Developed Markets International Cash Cows 100 UCITS ETF [ICOW]
Pacer Global Cash Cows Dividend UCITS ETF [GCOW]
Pacer ETFs lists three Cash Cow ETFs in Europe

2. Active ETF fees drop by third over last decade !

“The European active ETF market is expected to experience accelerating growth as an increasing number of prominent asset managers enter the field,” Calay added.

The latest headline launch in the active equity space came from ARK Invest Europe, unveiling three actively managed ETFs covering innovation, genomics and artificial intelligence (AI) in April.

BlackRock also unveiled two equity-income active ETFs in March.

Elsewhere, Eurizon Capital and Robeco are both set to enter the European market this year, with the former awaiting regulatory approval for its active ETF launch.

Active ETF fees drop by third over last decade

3. Janus Henderson is set to enter European ETFs following the acquisition of Tabula Investment Management.

The $335bn asset manager will launch a suite of active ETFs while retaining Tabula’s existing range.( Tabula has 10 fixed income ETFs)
Janus Henderson enters European ETFs with Tabula acquisition

Dernière modification par sissi (08/05/2024 13h12)

Bonjour,
J’ai une question !

Je suis à la recherche d’ETF de dividendes à acheter en Euros
Sur JUST ETF en cherchant avec les critères :
TER<0.5% / Domiciliation : Irlande / Rdt dividende > 4% / Age > 3ans,

je retiens les quatre plus gros  :
IE00B9CQXS71 SPDR S&P GLOBAL DIVIDEND ARISTOCRATS
IE00B0M62S72 ISHARES EURO DIVIDEND UCITS ETF
IE00BYYXBF44 INVESCO FTSE EM HIGH Dividend Low volatility UCITS
IE00BQQ3Q067 WISDOM TREE EMERGING MARKETS EQUITY INCOME UCITS

Mais sur IB, si je saisie l’ISIN, on me propose plusieurs lignes, si je comprends bien, pour des plateformes différentes : FWB2 – IBIS2 – GETTEX2
Y-a-t-il un avantage à en choisir une plutôt qu’une autre ?

Ca bouge …

1. “Almost every new launch now is an active manager coming to market. There has got to be an explosion, we will see a whole plethora of active managers with varying strategies coming.”
“There are around 100 ETF brands in Europe, versus 300-400 in the US, there is no way the European market can grow to US levels without white-label providers helping them to distribute,” he said.

“Europe is two or three years behind, but it will continue to rise.”

2. "Treasury ETFs hit by Trump inflation predictions"
Treasury yields have spiked markedly since late last week, as President Biden’s weak debate performance has bond investors looking more closely at what a Trump presidency would mean for inflation and interest rates.
The rate-sensitive long bond market proxy, iShares $ 20+yr Treasury Bond UCITS ETF (IDLT), dropped more than 3% as bond prices have an inverse relationship to bond yields.
Treasury ETFs hit by Trump inflation predictions

3.BNP Paribas Asset Management (BNPP AM) has changed the index of its real estate ETF to include UK equities.
The €85m BNP Paribas Easy FTSE EPRA Nareit Developed Europe ex UK Green CTB UCITS ETF (GREAL) will see the index switch from the FTSE EPRA Nareit Developed Europe ex UK Green EU CTB index to the FTSE EPRA Nareit Developed Europe Green EU CTB (NTR) index.
The new index will now include UK equities, although the exact weighting has not been disclosed, with the changes to take place on 23 September.
BNP Paribas AM to include UK in European real estate ETF

ETFs in Europe posted their strongest quarterly inflows on record in Q2 taking in a total of $57.7bn, according to Morningstar data.

It beats the previous inflows record of roughly $53bn set in Q1 2021 and marks the seventh consecutive quarter of inflows.
Total assets under management (AUM) of ETFs grew 5.2% over the quarter and now amounts to $2.1trn, having surpassed the $2trn milestone in June.

Bond ETF inflows rise

Bond ETFs grew over the quarter despite the continued hawkish message from the Federal Reserve, while the European Central Bank cut interest rates as expected.

ETFs in Europe post record inflows in Q2