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05 January, 2024
Up Funds Management to Offer Exclusive Term Deposit Rates in Collaboration with Major Banks Across Australia

Up Funds Management, a prominent financial services company headquartered in Melbourne, Australia, is thrilled to announce that it is currently in advanced talks with major banks across the country to provide exclusive Term Deposit rates to retail investors.

04 January, 2024
January 24 – Looking Ahead to 2024

Global economic growth faced challenges in 2023, leading to technical recessions in several economies. Mega-cap technology companies dominated equity market returns, while other asset classes remained relatively stable.

13 December, 2023
November 23 – RBA Ends 2024 on the Narrow Path

The RBA implemented a series of rate hikes throughout 2023, resulting in a total increase of 425 basis points over 19 months. This had a significant impact on the Australian economy.

16 November, 2023
November 23 – RBA’s Hand Forced

The Reserve Bank of Australia raised interest rates by 25 basis points at its November meeting, bringing the cash rate to 4.35%, the highest in a decade.

Exchange Traded Funds (ETFs)

The ETF market is expanding globally, including significant growth in both local and international spheres.

What are ETFs?

An Exchange-Traded Fund (ETF) is an open-ended investment fund listed on a stock exchange. They have become increasingly popular as investment options due to their simplicity, resembling stock trading, and being a cost-effective method for implementing various investment strategies.

ETFs cover a wide array of assets, including equities (both Australian and global), fixed income, currencies, and commodities. Additionally, there are multi-asset solutions tailored to different risk profiles.

Most ETFs aim to closely mirror the performance of a specific index or asset class and are known as passive ETFs. Conversely, active ETFs (or exchange-traded managed funds) strive to outperform an index, aiming to deliver returns that exceed a particular benchmark.

ETFs can be categorized into two types: ‘physical’ and ‘synthetic’. Physical ETFs typically hold all or a representative sample of the securities in an index. In contrast, synthetic ETFs often utilize derivatives (such as options, swaps, futures) to emulate the performance of a specific asset or index.

Nuts & Bolts of ETFs

Discover the world of Exchange Traded Funds

"Up Funds Management is renowned for its prudent investment advice and in-depth market analysis, playing a pivotal role in wealth building for numerous investors over generations."

Hybrids

Exchange-traded instruments also known as Interest Rate Securities

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