The evening of the German ETF Award winners in Munich
German XENIX ETF Awards 2024 – the evening of the award winners at Börse Gettex in Munich
For the sixth time, the rating service provider XENIX has recognized the best quality exchange-traded funds (ETFs), the best newcomer ETFs and special services from ETF providers. The coveted trophies were presented to the winners at a ceremony in Munich.
“If you take a closer look, you will notice that there are sometimes considerable differences in the quality of ETFs,” says Dr. Markus Thomas, founder of the Berlin-based rating service provider XENIX. He and his team have been evaluating ETFs for many years as part of a qualitative analysis, which includes index calculation, tradability, transparency of the index trackers and their replication accuracy. Because one thing is clear: as interest in these products increases, it is more important than ever to assess ETFs in terms of their quality. “Ultimately, a smart selection of ETFs based on a qualitative rating can offer additional returns,” explains the expert.
This was the focus of the German XENIX ETF Awards ceremony in Munich on November 30, 2023. The evening, which was organized in cooperation with Börse gettex and the tax consulting service provider WTS, offered a successful mix of informative and exciting presentations that provided deep insights into the ETF industry, the festive presentation of the ETF Awards 2024 and the subsequent informal exchange between the guests.
Quality ETF Awards in six categories
The highlight of the evening was the announcement of the award winners in the three categories of quality ETFs, newcomer ETFs and the ETF special awards for special achievements. The quality awards were presented in the six ETF categories “German equities ESG”, “Global equities”, “German dividend equities”, “Global equities with ESG sustainability features” and “Corporate bonds in euros and US dollars” (each with good credit ratings). “The ETFs awarded here are currently the best index trackers in their peer group – according to the XENIX STARS quality rating,” explains Dr. Markus Thomas. The providers iShares and Vanguard each landed twice on the winners’ podium, Deka ETFs and Xtrackers once each.
In contrast, the ETF Newcomer award is based on how innovative an index concept or the associated ETF is. Here, BNP Paribas Easy was recognized for an “SRI corporate bond ETF”. The winners of an ETF Newcomer Award also included the “Amundi S&P SmallCap 600 ESG UCITS ETF” and the “Invesco FTSE All-World UCITS ETF”, which is available not only in an accumulating and a distributing version, but also in a currency-hedged and reinvesting version. “This is a real innovation. This makes this ETF a real challenger to the broad-based global equity ETFs already established on the market, which are so popular with German ETF savings plan investors,” says Dr. Thomas.
Awards for special achievements
The Special ETF Awards for 2024 were presented to five providers that set new standards in their field or stand out for their special achievements. As in the previous year, Deka ETFs again came out on top in the “Service and Reporting” category in 2024. “With its comprehensive and detailed reporting for really all types of investors, the ETF provider of the German savings banks offers enormous added value,” says Dr. Thomas, explaining this decision. Other award winners for 2024 included Fidelity as the best provider of “Dividend Factor ETFs USA”, the provider SPDR as the price leader for ETFs on the S&P 500 and the “L&G Gerd Kommer Multifactor Equity UCITS ETF” from LGIM as the best world equity ETF newcomer. Valour Inc. also received the special ETP award for its “Bitcoin Tracker ETP including CO2 compensation”.
“The ETF Awards can be an important point of reference when assessing individual ETFs, especially for private investors,” said Dr. Thomas. Dr. Robert Ertl, CEO of Bayerische Börse AG, also made it clear in his presentation that ETFs continue to be the focus of investors: “Overall, the share of ETFs in stock exchange turnover has risen in recent years – also due to the increasing popularity of ETF savings plans.” According to Dr. Ertl, the turnover share of ETFs on the German regional stock exchanges has now risen from 17% in 2021 to around 21%.
Tips on after-tax yields and the dividend factor for US equities
Tax expert Robert Welzel, Partner at WTS, emphasized in his keynote speech that private investors should analyse the performance of their accumulating ETFs for tax reasons in order to optimize the after-tax return. After the interest rate turnaround, German retail ETF investors with accumulating ETFs would be subject to taxable advance lump sums in the first week of January 2024. “Depending on the ETF category, up to 1.785% capital gains tax must then be paid to the tax office on the advance lump sums,” says Welzel.
The subsequent dividend talk with Tim Breitenbach from Fidelity provided “high-yield” insights. Breitbach explained that his company uses its own research to construct a passively managed ETF with around 125 “high-quality US dividend stocks” from around 1,000 US stocks, which pays out quarterly dividends and currently generates a dividend yield of around 2.6% per year.
Legal notice/disclaimer: This text is for information purposes only and does not offer specific investment advice. All data without garantee.
XENIX ETF AWARDS Germany 2024 - Award ceremony at gettex exchange
Berlin & Munich, 01.12.2023
Award ceremony and ETF market trends
The German XENIX ETF AWARDS 2024 were presented on the evening of November 30, 2023 on the premises of the Munich Stock Exchange. In particular, outstanding ETFs that currently have the best ETF rating from XENIX were honored.
Exchange trading and “Vorabpauschale” for accumulating ETFs
Dr. Robert Ertl, Börse gettex, explained in an interview with Börsen Radio and in his welcoming presentation that high-yielding money market and bond ETFs are currently in high demand alongside global equity ETFs on broad market indices such as MSCI World and FTSE All-World. In anonymous exchange trading on gettex, the top 100 ETFs recently accounted for around 70% of the total turnover volume. According to Dr. Ertl, almost 2,400 ETFs and ETPs were traded on gettex in October 2023, i.e. around 96% of all index products tradable on the stock exchange.
Tax expert Robert Welzel, WTS, emphasized in his keynote speech that private investors should analyze the performance of their accumulating ETFs for tax reasons. This is because after the interest rate turnaround, ETF investors with accumulating ETFs will be charged taxable advance lump sums in the first week of January 2024. Depending on the fund category, up to 1.785% capital gains tax must then be paid to the tax office on “Vorabpauschale” (the advance lump sums), according to Welzel.
Dividend factor and Bitcoin tracker
In the Dividend Talk, Tim Breitbach, Fidelity, explained how private investors can use passive ETFs to invest in US quality stocks, for example, which have stable business models and offer high dividend yields of currently 2.6% per year, while replicating the sector structure of the overall market.
In the crypto talk, Marco Infuso, Valour, explained from a Swiss perspective (where it is already common practice in some cantons to pay taxes in Bitcoin) how investors can invest in the leading cryptocurrency with exchange-traded Bitcoin tracker ETPs (without a wallet).
The German ETF rating award winners 2024
The German ETF quality award winners of 2024 for bond and equity ETFs are:
Winner of the XENIX ETF AWARDS Germany 2024:
German Equity ETFs – Blue Chips / Large Caps with Sustainability Features (ESG):
Xtrackers DAX ESG Screened UCITS ETF 1D – LU0838782315 – DBX0NH
Best ETF in the XENIX rating in its peer category; rating: 4 XENIX STARS ****
Equity ETFs – global – total market:
Vanguard FTSE All-World UCITS ETF Distributing – IE00B3RBWM25 – A1JX52
Best ETF in XENIX rating in its peer category; Rating: 5 XENIX STARS *****
German dividend stock ETFs – large and mid caps:
Deka DAXplus Maximum Dividend UCITS ETF – DE000ETFL235 – ETFL23
Best ETF in the XENIX rating in its peer category; rating: 4 XENIX STARS ****
Equity ETFs (worldwide with sustainability characteristics (ESG) or sustainable climate strategy)
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) – IE00BG11HV38 – A2PDNV
Best ETF in XENIX rating in its peer category; Rating: 4 XENIX STARS ****
Corporate bond ETFs in US dollars (investment grade / good credit rating):
Vanguard USD Corporate Bond UCITS ETF (Dist) – IE00BZ163K21 – A143JM
Best ETF in the XENIX rating in its peer category; rating: 4 XENIX STARS ****
Corporate bond ETFs in euros (investment grade / good credit rating):
iShares Core EUR Corporate Bond UCITS ETF (Dist) – IE00B3F81R35 – A0RGEP
Best ETF in XENIX rating in its peer category; Rating: 5 XENIX STARS *****
The German AWARDS 2024 for ETF newcomers
This category recognizes passively managed index ETFs that were first listed in Germany in 2023 and are true ETF innovations for private investors. These awards are therefore not based on a XENIX rating, but on the innovative index concepts of their ETFs. The winners of a XENIX ETF AWARD 2024 for ETF newcomers will be presented with the date of their first German stock exchange listing:
BNP Paribas Easy EUR Corporate Bond SRI Fossil Free Ultrashort Duration UCITS ETF Acc
LU2533812058 – A3D4LE – First listing: 03.10.2023
Amundi S&P SmallCap 600 ESG UCITS ETF – Dist
IE000XLJ2JQ9 – ETF039 – First listing: 20.01.2023
Invesco FTSE All-World UCITS ETF Dist
ISIN IE0000QLH0G6 – A3D7QY – First listing: 29.06.2023
In addition to this distributing unit class, which is generally advantageous for private investors, Invesco has also launched an accumulating variant and another accumulating variant including currency hedging against the euro.
The 2024 special prizes for outstanding achievements
This year’s XENIX Special Prizes for the German ETF market and for index-based crypto ETPs will be awarded to five market participants who have made outstanding achievements or set new standards in their respective fields.
ETF special price for Deka ETF:
Best ETF Provider Service and Reporting
For the second time in a row for outstanding transparency and completeness.
ETF special price for Fidelity:
Best Provider Dividend Factor ETF USA
Fidelity US Quality Income UCITS ETF – IE00BYXVGX24 – A2DL7C
ETF special price for SPDR ETFs:
Price leader for S&P 500 ETFs with a TER of 0.03% per year
SPDR S&P 500 UCITS ETF – IE00B6YX5C33 – A1JULM
ETF special price for LGIM & Gerd Kommer Invest:
Best world equity ETF newcomer
L&G Gerd Kommer Multifactor Equity UCITS ETF;
distributing (IE0001UQQ933 – WELT0A) and accumulating (IE000FPWSL69 – WELT0B)
ETP special price for Valour:
Innovative provider of Bitcoin tracker ETP including CO2 compensation
1Valour Bitcoin Physical Carbon Neutral – GB00BQ991Q22 – A3G5PQ
The XENIX ETF AWARDS Germany 2023 are supported by the media partners Börsen Radio, BTC-Echo, Intelligent Investors, InvestorenPlattform and MoneyMoon.
About stock exchange gettex
gettex is an exchange for all types of investors – from retail investors to asset managers and institutional investors. As a matter of principle, gettex does not charge brokerage fees or stock exchange fees. Stocks, funds, ETPs, investment and leverage products are traded from 8:00 a.m. to 10:00 p.m.; bonds are traded until 8:00 p.m. gettex is a public stock exchange that ensures price quality and investor protection with its set of rules and trading supervision.
Contact: Dr. Robert Ertl, Executive Board, +49 89 549045-617, ertl@gettex.de, www.gettex.de/etfs/
About XENIX
®
XENIX is a provider of qualitative ETF ratings, publisher of the XENIX ETF AWARDS and organizer of the XENIX ETF DAYS 2024 in Berlin. XENIX’s qualitative ETF ratings fully cover the ETF markets in Germany, Italy, the UK, Northern Europe and Switzerland. The XENIX team assesses the quality of over 2,600 ETFs in a multi-stage process and classifies all sustainability ETFs in Europe according to regulatory requirements.
Press contact
Dr. Markus Thomas, +49 151 17835293, info@xenix.eu www.xenix.eu
Legal Disclaimer: This press release is for informational purposes only and does not offer specific investment advice, including but not limited to investment, financial, legal, tax or banking advice. This press release also does not contain any recommendations as to the suitability of particular index funds and/or ETFs for the circumstances of any particular investor. Nothing in this press release constitutes or forms part of any investment advice, recommendation or offer to issue, subscribe for or purchase any units, shares or other interests (“Units”) in the mutual funds described herein.
The information set forth in this press release should not be construed or treated as an offer or investment advice. All information published in this press release is expressly for general information purposes only and does not constitute investment advice tailored to individual circumstances and needs. A guarantee for the accuracy, completeness and timeliness of the information can not be accepted. Before purchasing financial instruments or using investment services, we recommend a detailed consultation with an investment advisor or detailed self-information by means of the product information required by law. Status: 01.12.2023.
XENIX website relaunched
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Press Release
Berlin, September 25, 2023
XENIX website relaunched
XENIX has revised the information architecture and design of its website www.xenix.eu. The XENIX website is now much clearer, also more up-to-date and largely barrier-free.
All services and events for 2024 are now online
The XENIX service offering for professional clients is now presented in a modern and responsive design: qualitative ratings, ESG ETF classification, ratings-based ETF portfolios and their certification as well as the advisory and coaching offering. In addition, all events will be presented, i.e. the ETF AWARDS in five European countries and the ETF DAYS 2024 in Berlin.
The rapid implementation of the relaunch project was technically managed by the Berlin brand agency Visionäre.
About XENIX®
XENIX is a provider of qualitative ETF ratings, publisher of the XENIX ETF AWARDS and organizer of the XENIX ETF DAYS 2024 in Berlin. XENIX’s qualitative ETF ratings fully cover the ETF markets in Germany, Italy, the UK, Northern Europe and Switzerland. The XENIX team currently rates the quality of over 2,600 ETFs with one to five stars. In addition, XENIX classifies all sustainability ETFs in Europe according to ESG indices, regulatory requirements and different investment criteria.
Press contact
Dr. Markus Thomas, +49 151 17835293, info@xenix.eu , www.xenix.eu
Legal Disclaimer: This press release is for informational purposes only and does not offer specific investment advice. All data without guarantee.
Winner XENIX ETF AWARDS Nordics 2023
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Press Release
Berlin/Stockholm, 28 April 2023
Index and ETF Experts at the XENIX ETF AWARDS Nordics 2023
XENIX celebrated the first edition of its ETF AWARDS Nordics in Stockholm on April 27, 2023 with fund managers and representatives of the Nordic index fund and ETF industry.
Dr. Christian Bahr, Head Index Services at SIX, delivered a keynote address. He explained that SIX very often creates customized indices in the Nordic countries, which would be based on a customized ESG dataset from the asset manager. Claus Hecher, BNP Paribas, and Henrik Norén, Nordicus, focused their panel discussion on the specifics of the Nordic ETF markets. Both see rather limited competition, they also criticized the exclusion of ETFs from the government-owned “PPM-Fondtorget” in Sweden (which is run by the Pensionsmyndigheten authority) and they also spoke of rather limited ETF offerings at local direct banks. Both experts agreed that the German ETF market could be a model for the Nordic countries, but local banks would need to adopt monthly ETF savings plans as a core offering for retail investors.
Celebration of the best index funds and ETFs in the Nordic countries
The XENIX ETF AWARDS Nordics 2023 recognized outstanding index trackers (traditional index funds and exchange traded ETFs) that are quality leaders because they are currently the highest rated trackers in their respective peer groups according to the XENIX STARS qualitative rating.
The winners of the Nordic Quality Awards
XENIX considers for the XENIX ETF AWARDS Nordics 2023 only index funds and ETFs that are passively managed, registered for public distribution and offered by Nordic banks or fund centers. XENIX considers the entire spectrum of passive investments offered to private investors. The XENIX ETF AWARDS Nordics 2023 were awarded to these quality leaders in the following categories:
Tracker Funds Equity Sweden – high dividends
Aktiespararna Direktavkastning B – SE0013720000
**** XENIX STARS
ETF Equity Sweden – broad ESG Leaders
XACT Sverige (UCITS ETF) – SE0001056045
**** XENIX STARS
Tracker Funds Equity Sweden – broad ESG Screened
Handelsbanken Sverige 100 Index Criteria A1 – SE0003788587
**** XENIX STARS
Tracker Funds Equity Norway – broad ESG Screened
Storebrand Indeks – Norge A – NO0010704265
**** XENIX STARS
Tracker Funds Equity Finland – ESG Screened
Nordnet Indeksirahasto Suomi ESG – SE0005993102
**** XENIX STARS
The winners of the Nordic Newcomer Award 2023
In the second award category, index funds and ETFs were recognized for offering Nordic investors real innovation. This price category is therefore not based on the XENIX quality rating. XENIX ETF AWARDS Nordics 2023 were awarded to these newcomers: Newcomer Award 2023 for BNP Paribas Easy JPM ESG EMBI Global Diversified Composite Track Privilege C. (EUR) – LU1291091905. This index fund has been registered for Nordic distribution since February 20, 2023 and offers broad exposure to emerging market bonds. Newcomer Award 2023 for PLUS Allabolag Sverige Index – SE0014991535. This index fund was launched on October 26, 2023 and provides full coverage of the Swedish equity market based on 100% physical index replication.
The winners of the Nordic Special Award 2023
The special “Nordic ETF Pioneer” award went to the Finnish blue-chip ETF Seligson & Co OMX Helsinki 25 UCITS ETF – FI0008805627 – which was launched back on February 8, 2002, and is still the only ETF offering intraday liquidity for Finnish large- and mid-cap stocks.
The special award “Equity Sweden ESG Leaders Index” was given to the SIX Sweden ESG Selection Index GI , which is a broad representation of the Swedish equity market with 70 index components. Its universe consists of 120 common stocks with the highest trading volume on the Nasdaq Stockholm Stock Exchange. The final composition follows an ESG leaders approach but is weighted by market capitalization.
About XENIX®
XENIX is a provider of qualitative ETF ratings, publisher of the XENIX ETF AWARDS and organizer of the XENIX ETF DAYS 2024 in Berlin. XENIX’s qualitative ETF ratings fully cover the ETF markets in Germany, Italy, the UK, Northern Europe and Switzerland. The XENIX team evaluates the quality of more than 2,000 ETFs in a multi-stage process and classifies all sustainability ETFs in Europe according to regulatory requirements.
Press contact
Dr. Markus Thomas, +49 177 384 5021, info@xenix.eu, www.xenix.eu
Legal Disclaimer: This press release is for informational purposes only and does not offer specific investment advice, including but not limited to investment, financial, legal, tax or banking advice. This press release also does not contain any recommendations as to the suitability of particular index funds and/or ETFs for the circumstances of any particular investor. Nothing in this press release constitutes or forms part of any investment advice, recommendation or offer to issue, subscribe for or purchase any units, shares or other interests (“Units”) in the mutual funds described herein.
The information set forth in this press release should not be construed or treated as an offer or investment advice. All information published in this press release is expressly for general information purposes only and does not constitute investment advice tailored to individual circumstances and needs. A guarantee for the accuracy, completeness and timeliness of the information can not be accepted. Before purchasing financial instruments or using investment services, we recommend a detailed consultation with an investment advisor or detailed self-information by means of the product information required by law. As of 28.04.2023.
The evening of the XENIX ETF AWARDS ITALIA
ETF winners honored by XENIX at the Milan Stock Exchange
On January 30, 2024, the Berlin-based analysis company XENIX, in collaboration with Borsa Italiana (Euronext), Freedom Finance and Investing.com (Italia), awarded the winners for the best quality and most innovative ETFs on the Milan Stock Exchange.
The quality selection by XENIX, an independent ETF rating specialist, analyzes the differences between the approximately 1,510 ETFs listed on the Borsa Italiana. XENIX presented the Italian ETF awards in these three categories: Quality Assessment, New Innovations Offered and Special Awards.
The Italian ETF rating winners 2024
The Italian ETF quality winners of 2024 for bond and equity ETFs are:
iShares took first place for the best corporate and government bond ETF, investment grade and with euro currency hedging:
iShares Global Aggregate Bond ESG UCITS ETF EUR Hedged (Acc) – IE000APK27S2 – AEGE rated with four XENIX STARS ****
Xtrackers ranks first among the best global equity ETFs (for developed markets) with Xtrackers MSCI World ESG UCITS ETF 1C – IE00BZ02LR44 – XTZ0 – and is rated with four XENIX STARS ****.
Vanguard ranked #1 for Best Global Equity ETF (Developed and Emerging Markets) with the Vanguard ESG Global All Cap UCITS ETF (USD) Acc . – IE00BNG8L278 – V3AA and was awarded four XENIX STARS ****.
All quality ETF winners for 2024 use an ESG filter and are classified as “Core ESG ETFs” by XENIX.
The AWARDS 2024 for ETF newcomer Italia
In this category of the Italian XENIX ETF AWARDS 2024, two managed index ETFs were honored for the first time last night. This price category is therefore not based on the XENIX rating, but on the innovative index concepts of its ETFs. XENIX has presented the following ETF Newcomer Awards 2024:
Fineco AM MarketVector Bioproduction Tech and Tools ESG UCITS ETF – IE000YXUZAN8 – BTECJ
Investlinx Balanced Income UCITS ETF A EUR Cap. (actively managed ETF) – IE000PPEL1I4 – LINXB
JPMorgan Active Global Agg Bond UCITS ETF EUR Hedged (acc) – (actively managed ETF) – IE000PQQLZM7 – JAGE
iShares iBonds Dec 2028 Term EUR Corp UCITS ETF EUR (Dist) (Term ETF) – IE000264WWY0 – IB28
L&G India INR Gov Bond UCITS ETF USD Acc. – IE000YSUEJ32 – TIGA
XENIX ETF AWARDS ITALIA 2024: Special prizes
The issuer Amundi received a special award for the “ETF twins” Amundi S&P 500 ESG UCITS ETF Acc – IE000KXCEXR3 – S500 and the currency variant Amundi S&P 500 ESG UCITS ETF EUR H Acc – IE00058MW3M8 – S500H, which is additionally hedged against the euro.
Another special prize went to the index provider MarketVector Indexes for its blue-chip index concept MarketVector™ Bioproduction Tech and Tools ESG Index as a special sector exposure index with the ticker: MVBIOPTR.
Congratulations to all winners of the XENIX ETF AWARDS ITALIA 2024!
Legal notice/disclaimer: This text is for information purposes only and does not offer specific investment advice. All data without garantee.
The evening of the XENIX ETF AWARDS SWITZERLAND
The Swiss ETF rating winners 2024
The ETF quality winners of 2024 for bond and equity ETFs are:
Swiss ETF Quality Winner 2024 in the category Equity ETFs USA (S&P 500 Index with sustainability features):
UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis
E00BHXMHK04 – SPESG
Best ETF in the XENIX rating in its peer category.
Rating: 4 XENIX STARS ****
Swiss ETF Quality Winner 2024 in the category Equity ETFs Europe (market-wide with sustainability features):
iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc)
IE00BFNM3D14 – SLMC
Best ETF in the XENIX rating in its peer category.
Rating: 5 XENIX STARS *****
Swiss ETF quality winner 2024 in the category “Corporate bond ETFs (short residual term) in US dollars (investment grade / good credit rating)”:
Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating
IE00BGYWSV06 – VSCA
Best ETF in the XENIX rating in its peer category.
Rating: 4 XENIX STARS ****
The SWISS ETF AWARDS 2024 for ETF newcomers
In this category, three passively managed equity ETFs and one passively managed bond maturity ETF as well as one commodity ETF and one actively managed bond ETF were honored. These products were first listed in Switzerland in 2023 and represent real ETF innovations for private investors.
These awards are therefore not based on a qualitative ETF rating, but on the innovative index concepts of their ETFs. The winners of a XENIX SWISS ETF AWARD 2024 for ETF newcomers will be presented with the date of their first listing on the SIX Swiss Exchange in Zurich:
GLDCO2 – UBS (CH) Fund Solutions Carbon Compensated Gold ETF (USD) A-acc – CH1233056329
Reference index: Carbon Neutral LBMA Gold USD Index
First listing on the SIX: 23.03.2023
IB28 – iShares iBonds Dec 2028 Term EUR Corporate UCITS ETF EUR (Dist) – IE000264WWY0
Reference index: Bloomberg MSCI December 2028 Maturity EUR Corporate ESG Screened Index
First listing on the SIX: 04.10.2023
XDGI – Xtrackers MSCI Global SDGs UCITS ETF 1C – IE000PSF3A70
Reference index: MSCI ACWI IMI SDG Impact Select Index
First listing on the SIX: 23.02.2023
IEWQ – Invesco NASDAQ-100 Equal Weight UCITS ETF Acc – IE000L2SA8K5
Reference index: Nasdaq-100 Equal Weighted Index
First listing on the SIX: 13.07.2023
USASUS – Amundi S&P SmallCap 600 ESG UCITS ETF D CHF – IE000XLJ2JQ9
Benchmark index: S&P SmallCap 600 ESG+
First listing on the SIX: 20.01.2023
JAGA – JPMorgan Active Global Aggregate Bond UCITS ETF USD (acc) – IE0006MM8VN6
Benchmark index: Bloomberg Global Aggregate Index Total Return USD Unhedged
First listing on the SIX: 18.10.2023
Special prize 2024 to the “ZKB Gold ETF” investment fund
The XENIX Special Prize for the Swiss ETF market was awarded to the “ZKB Gold ETF” investment fund [einen Anlagefonds schweizerischen Rechts der Art „Übrige Fonds für traditionelle Anlagen“] with its seven ETF share classes listed on SIX.
Legal notice/disclaimer: This text is for information purposes only and does not offer specific investment advice. All data without garantee.
Winner XENIX ETF AWARDS Germany 2023
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Press release
Berlin/Munich, 03.03.2023
ETF discussion and crypto panel
The German XENIX ETF AWARDS 2023 were awarded on the evening of March 2, 2023 on the premises of the Munich Stock Exchange. Qualitatively outstanding ETFs were honored, which currently have the best ETF rating according to the Berlin ETF specialists XENIX in their respective comparison groups.
In the ETF discussion between Dr. Robert Ertl, gettex exchange, and Claus Hecher, BNP Paribas Easy ETF, it became clear that private investors are increasingly turning to global equity ETFs and monthly ETF savings plans as an entry strategy. By contrast, despite higher nominal interest rates, interest in bond ETFs among German investors is manageable.
In the crypto panel, Martin Leinweber, Market Vector Indices, and Sven Wagenknecht, BTC-ECHO, discussed not Blockboster ETFs but possible complementary building blocks. They highlighted the regulatory environment for bitcoin as a direct investment and explained the indirect, exchange-traded access routes such as crypto basket ETPs and equity ETFs with blockchain exposure. These highly volatile niche ETFs allow you to take indexed exposure to listed technology companies without investing directly in cryptocurrencies.
The German ETF Rating Winners 2023
The German ETF Quality Winners of 2023 for near-money market bond, bond and equity ETFs are:
XENIX ETF AWARDS – 2023 Winner Germany
German Equity ETFs – Blue Chips / Large Caps:
iShares Core DAX UCITS ETF (DE) – DE0005933931- EXS1:
***** XENIX STARS
XENIX ETF AWARDS – 2023 Winner Germany
German Equity ETFs – Total Market:
Vanguard Germany All Cap UCITS ETF Distributing – IE00BG143G97 – VGER
**** XENIX STARS
XENIX ETF AWARDS – 2023 Winner Germany
European Dividend Stock ETFs – Blue Chips / Large Caps:
Deka EURO iSTOXX ex Fin Dividend+ UCITS ETF – DE000ETFL482 – ELFC:
**** XENIX STARS
XENIX ETF AWARDS – 2023 Winner Germany
Global Equity ETFs Emerging Markets – Total Market:
iShares Core MSCI EM IMI UCITS ETF (Acc) – IE00BKM4GZ66 – EIMI:
***** XENIX STARS
XENIX ETF AWARDS – 2023 Winner Germany
Global Corporate Bond ETFs (US Dollar – Investment Grade / Good Credit):
Vanguard USD Corporate Bond UCITS ETF (Dist) – IE00BZ163K21 – VUCP:
**** XENIX STARS
XENIX ETF AWARDS – 2023 Winner Germany
Global Corporate Bond ETFs (Euro, Short-Term/Money Market – Investment Grade)
Xtrackers II EUR Corporate Bond Short Duration SRI PAB UCITS ETF 1C – LU2178481649 – XZE5:
**** XENIX STARS
The AWARDS 2023 for ETF Newcomers
In this category of the German XENIX ETF AWARDS 2023, passively managed index ETFs were honored last night that were listed in Germany for the first time in the past 15 months and are real ETF innovations for private investors. So this price category is not based on the XENIX rating, but on the novel index concepts of their ETFs. The winners of a XENIX ETF AWARDS 2023 for ETF newcomers are presented with the date of their first listing and are these five index trackers:
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD
LU2470620845 – AHYH – Initial listing: 09/29/2022.
Amundi Global AGG SRI 1-5 UCITS ETF DR hedged EUR (A)
LU2470620845 – AHYH – Initial listing: 11/10/2022
HSBC MSCI Emerging Markets Small Cap ESG UCITS ETF USD Acc
IE000W080FK3 – H41F – Initial listing: 11.11.2022
Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastructure UCITS ETF
IE0005E47AH7 – SDG9 – Initial listing: 19.01.2023
Invesco Global High Yield Corporate Bond ESG UCITS ETF Dist
IE000ZWSN3F7 – GB1D – Initial listing: 19.01.2023
The XENIX Special Awards 2023 for the German ETF market and crypto ETPs were awarded to the two ETF issuers Deka ETF and VanEck.
Special price for Deka ETF:
Best ETF Provider Service and Reporting.
Special price for VanEck:
Best ETF Provider Blockchain Technology Equity ETFs with Crypto Exposure.
VanEck Crypto and Blockchain Innovators UCITS ETF – IE00BMDKNW35 – DAVV
The XENIX ETF AWARDS Germany 2023 are supported by the media partners BTC-ECHO, Finanzverlag, Intelligent Investors and TiAM FundResearch.
About stock exchange gettex
gettex is an exchange for all types of investors – from retail investors to asset managers and institutional investors. As a matter of principle, gettex does not charge brokerage fees or stock exchange fees. Stocks, funds, ETPs, investment and leverage products are traded from 8:00 a.m. to 10:00 p.m.; bonds are traded until 8:00 p.m. gettex is a public stock exchange that ensures price quality and investor protection with its set of rules and trading supervision.
Contact: Dr. Robert Ertl, Executive Board, +49 89 549045-617, ertl@gettex.de, www.gettex.de/etfs/
About XENIX
®
XENIX is a provider of qualitative ETF ratings, publisher of the XENIX ETF AWARDS and organizer of the XENIX ETF DAYS 2024 in Berlin. XENIX’s qualitative ETF ratings fully cover the ETF markets in Germany, Italy, the UK, Northern Europe and Switzerland. The XENIX team evaluates the quality of more than 2,000 ETFs in a multi-stage process and classifies all sustainability ETFs in Europe according to regulatory requirements.
Press contact
Dr. Markus Thomas, +49 177 384 5021, info@xenix.eu, www.xenix.eu
Legal Disclaimer: This press release is for informational purposes only and does not offer specific investment advice, including but not limited to investment, financial, legal, tax or banking advice. This press release also does not contain any recommendations as to the suitability of particular index funds and/or ETFs for the circumstances of any particular investor. Nothing in this press release constitutes or forms part of any investment advice, recommendation or offer to issue, subscribe for or purchase any units, shares or other interests (“Units”) in the mutual funds described herein.
The information set forth in this press release should not be construed or treated as an offer or investment advice. All information published in this press release is expressly for general information purposes only and does not constitute investment advice tailored to individual circumstances and needs. A guarantee for the accuracy, completeness and timeliness of the information can not be accepted. Before purchasing financial instruments or using investment services, we recommend a detailed consultation with an investment advisor or detailed self-information by means of the product information required by law. Status: 03.03.2023.
Winner XENIX ETF AWARDS ITALIA 2023
Pressemitteilung hier herunterladen
Press Release
Milan/Berlin, 16.02.2023
An evening for winners at Palazzo Mezzanotte in Piazza Affari
On February 15, 2023, XENIX, in collaboration with Borsa Italiana (Euronext Group), announced the winners for the best ETFs (Exchange Traded Funds) in their conference rooms in Milan. The winners in each category are listed on the Italian market. They are awarded based on the qualitative XENIX STARS ETF rating.
The quality selection of XENIX, an independent ETF rating specialist, analyzes the differences between the approximately 1,450 ETFs listed on the Borsa Italiana. XENIX awarded the Italian prizes in these three categories: Quality Evaluation, Newly Offered Innovations, and Special Awards.
Silvia Bosoni, Group Head of ETFs at Euronext, commented, “Euronext is committed to responding to investor demand for sustainable instruments and facilitating the transition to ESG investing. With over 530 instruments available on our market, we are the reference market in Europe for issuers of ESG ETFs classified under the new SFDR standards. The XENIX ETF awards confirm our leadership and testify to the high quality of the products listed on ETFplus in Milan.”
The Italian ETF Rating Winners 2023
The Italian ETF Quality Winners of 2023 for near-money market bond, bond and equity ETFs are:
XENIX ETF AWARDS – 2023 Winner ITALIA – ETF azionari globali (mercati sv. ed em.)
Vanguard FTSE All-World UCITS ETF (Dist) – IE00B3RBWM25 – VGWL
***** XENIX STARS.
XENIX ETF AWARDS – 2023 Winner ITALIA – ETF azionari globali (mercati emergenti)
iShares Core MSCI EM IMI UCITS ETF (Acc) – IE00BKM4GZ66 – EIMI
***** XENIX STARS.
XENIX ETF AWARDS – 2023 Winner ITALIA – ETF azionari Stati Uniti – core ESG
CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B (USD) Acc – IE00BJBYDP94 – USESG
**** XENIX STARS.
XENIX ETF AWARDS – 2023 Winner ITALIA – ETF azionari Europe – core ESG
Amundi Index MSCI Europe ESG Broad CTB UCITS ETF DR EUR – LU1681042609 – CEU
**** XENIX STARS.
XENIX ETF AWARDS – 2023 Winner ITALIA – ETF su obbligazioni societarie (US Dollar Corporate Bond – investment grade)
Vanguard USD Corporate Bond UCITS ETF (Dist) – IE00BZ163K21 – VUCP
**** XENIX STARS.
XENIX ETF AWARDS – 2023 Winner ITALIA – ETF su obbligazioni societarie (Euro Corporate Bond – ESG – investment grade – breve scadenza
Xtrackers II EUR Corporate Bond Short Duration SRI PAB UCITS ETF 1C – LU2178481649 – XZE5 **** XENIX STARS
The AWARDS 2023 for ETF Newcomers in ITALIA
In this category of the Italian XENIX ETF AWARDS 2023, awards were given last night to passively managed index ETFs that have been listed in Italy for the first time in the past 15 months and are real ETF innovations for private investors. So this price category is not based on the XENIX rating, but on the novel index concepts of their ETFs.
XENIX has awarded the following Italian ETF Newcomer Awards 2023 for these five global corporate bond ETFs with an “SRI – Socially Responsible Investment” filter to Fineco Asset Management, the first Italian ETF issuer:
Fineco AM MSCI EUR HY SRI Sustainable Corporate Bond UCITS ETF EUR Acc
Fineco AM MSCI EUR IG SRI Sustainable ex Fossil Fuel (1-3Y) Corp. Bond UCITS ETF EUR Acc
Fineco AM MSCI EUR IG SRI Sustainable ex Fossil Fuel Corporate Bond UCITS ETF EUR Acc
Fineco AM MSCI USD HY SRI Sustainable Corporate Bond UCITS ETF EUR Acc
Fineco AM MSCI USD IG Liquid SRI Sustainable Corporate Bond UCITS ETF EUR Acc
XENIX ETF AWARDS ITALIA 2023: Special awards
A special award went to issuer Amundi for the Amundi Italy MIB ESG UCITS ETF DR (LU1681037518 – FMI), the first equity ETF on Euronext’s sustainable MIB ESG index. Moreover, this market-wide ETF is currently the only ESG ETF on Italian equities listed on the Borsa Italiana in Milan.
A special prize also went to the Turin-based company Directa SIM. Directa is a broker that offers new investment opportunities, for example “zero commission ETFs” for some selected issuers, but also in particular ETF savings plans, in Italian “piani di accumulo in ETF”, for over 260 index trackers that can be traded on the Italian Stock Exchange without commission costs for investors [auf Italienisch „a zero commissioni di negoziazione”] of the Turin broker.
Congratulations to all winners of the XENIX ETF AWARDS ITALIA 2023!
About XENIX
®
XENIX is a provider of qualitative ETF ratings, publisher of the XENIX ETF AWARDS and organizer of the XENIX ETF DAYS 2024 in Berlin. XENIX’s qualitative ETF ratings fully cover the ETF markets in Germany, Italy, the UK, Northern Europe and Switzerland. The XENIX team evaluates the quality of more than 2,000 ETFs in a multi-stage process and classifies all sustainability ETFs in Europe according to regulatory requirements.
Press contact
Dr. Markus Thomas, +49 177 384 5021, info@xenix.eu, www.xenix.eu
Legal Disclaimer: This press release is for informational purposes only and does not offer specific investment advice, including but not limited to investment, financial, legal, tax or banking advice. This press release also does not contain any recommendations as to the suitability of particular index funds and/or ETFs for the circumstances of any particular investor. Nothing in this press release constitutes or forms part of any investment advice, recommendation or offer to issue, subscribe for or purchase any units, shares or other interests (“Units”) in the mutual funds described herein.
The information set forth in this press release should not be construed or treated as an offer or investment advice. All information published in this press release is expressly for general information purposes only and does not constitute investment advice tailored to individual circumstances and needs. A guarantee for the accuracy, completeness and timeliness of the information can not be accepted. Before purchasing financial instruments or using investment services, we recommend a detailed consultation with an investment advisor or detailed self-information by means of the product information required by law. Status: 16.02.2023.