In the spotlight – Source ETFs

In the spotlight – Source

Barclays has joined up with the UK’s leading ETF providers to bring you a range of insights to help you navigate towards your investment goals. Here, Source provides you with their most up-to-date information and literature.

Who is Source?

Source was launched in 2009 and is already one of Europe’s largest providers of exchange traded products (ETPs). It is owned by a combination of a private equity firm and five of the world’s biggest equity trading houses. This backing enables Source to maintain independence while benefiting from extensive global reach and trading capabilities.

In addition to offering some of the lowest cost exposures to traditional equity, fixed income and commodity benchmarks, Source has also built a reputation for innovation. This included being the first provider in Europe to launch actively managed ETFs as well as being a pioneer in ‘smart beta’ investment strategies. Source delivers these solutions by teaming up with investment firms that are specialists in their particular field, including PIMCO, CSOP, Goldman Sachs, JP Morgan, Nomura, Man GLG, Legal & General, Ashmore and Morgan Stanley.

The range of Source ETPs includes:

Traditional market tracking funds

Aim to provide low cost exposure to well-known market indices, such as the FTSE 100, S&P 500 or Euro Stoxx 50

'Smart beta' strategy funds

Aim to capture specific areas of the market, using a set of rules (not simply market capitalisation) to determine security selection and weighting

Actively managed funds

Aim to generate returns by selecting securities based on discretionary management decisions, rather than a rules-based method

Why choose Source?

  • Independence - Source aims to provide a wide range of products that best meet the ever-changing demands of investors. This includes taking an independent approach to selecting individual strategies and investment firms.
  • Innovation - Source seeks to deliver new opportunities for investors. Examples include launching the first actively managed ETFs in Europe, the first ETF providing physical exposure to the China A-Shares market and the first fixed income ETF weighted by GDP rather than market capitalisation.
  • Transparency - Source prides itself on being transparent, with all ETP fees and performance published daily on its website, enabling investors to measure the efficiency of the individual ETP, net of all costs.
  • Trading efficiency - Source maintains close relationships with the trading community and actively promotes increased liquidity for its ETPs, which should benefit investors through reduced trading costs.

Important Information

Investors in Source products should be aware that the value of your investment may go down as well as up. As a result you may not get back the amount of capital you invested.

Investors should not deal in these products unless they understand their nature and the extent of their exposure to risk. The value of these products can go down as well as up and can be subject to volatility due to factors such as price changes in the underlying instrument and interest rates. It is recommended that potential investors study the relevant prospectus before investing. Without limitation, this briefing does not constitute an offer or a recommendation to enter into any transaction. When making an investment decision, you should rely solely on the final documentation and any prospectus relating to the transaction. Investment strategies involve numerous risks. Investors should consult their own business, tax, legal and accounting advisors with respect to any relevant transaction and they should refrain from entering into a transaction unless they have fully understood the associated risks and have independently determined that the transaction is appropriate for them. In no way should Source UK Services Limited (“Source”) be deemed to be holding itself out as a financial adviser or a fiduciary of the recipient hereof. Past performance is not a guarantee of future performance.

This communication is only intended for and will be only distributed to persons resident in jurisdictions where such distribution or availability would not be contrary to local laws or regulations. Past performance is not a guarantee of future performance. The value of investments and the income from them can go down as well as up. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment. This communication has been communicated by Source UK Services Limited, 110 Cannon Street, London, EC4N 6EU, authorised and regulated by the Financial Conduct Authority.

Copyright © 2016 Source UK Services Limited. All rights reserved.

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