Roundhill Investments Launches Global Luxury ETF (NYSE Arca: LUXX)
Roundhill Investments Launches Global Luxury ETF (NYSE Arca: LUXX)
LUXX tracks the S&P Global Luxury Index, providing access to 80 leading global luxury companies across Europe, Asia, and North America
LUXX追蹤標普全球奢侈品指數,提供80家全球領先奢侈品公司的渠道 歐洲, 亞洲,以及 北美
NEW YORK, Aug. 23, 2023 /PRNewswire/ -- Roundhill Investments, an ETF sponsor focused on innovative financial products, is pleased to announce the launch of the Roundhill S&P Global Luxury ETF (NYSE Arca: LUXX), which begins trading on the NYSE Arca today. At an expense ratio of 0.45%, LUXX provides investors with access to the luxury goods sector in a cost-efficient and liquid ETF format.
紐約, 2023年8月23日 /PRNewswire/ — 專注於創新金融產品的ETF贊助商Roundhill Investments很高興地宣佈推出 朗德希爾標準普爾全球奢侈品ETF (NYSE Arca:LUXX),今天開始在紐約證券交易所Arca上市。LUXX的支出比率爲0.45%,以具有成本效益和流動性的ETF形式爲投資者提供進入奢侈品行業的機會。
"Luxury goods have shown resilience through challenging economic conditions, and we believe the sector has long-term growth potential.," said Dave Mazza, Chief Strategy Officer at Roundhill Investments. "We are excited to offer investors efficient, low cost access to gain access to the global luxury sector with the launch of LUXX."
他說:“奢侈品在充滿挑戰的經濟條件下表現出彈性,我們認爲該行業具有長期增長潛力。” 戴夫·馬紮,朗德希爾投資的首席戰略官。“隨着LUXX的推出,我們很高興爲投資者提供高效、低成本的渠道,讓他們進入全球奢侈品行業。”
LUXX tracks the S&P Global Luxury Index, providing access to 80 leading luxury companies across the globe.
LUXX追蹤標準普爾全球奢侈品指數,提供全球80家領先奢侈品公司的准入。
The global luxury market size is expected to grow roughly 50% between 2022 and 2030, resulting in a total market size of more than $600 billion, according to Bain & Company. Generation Y, Z, and Alpha are expected to be the key drivers of this growth, with their spending set to grow three times faster than other generations 1.
預計2022年至2030年間,全球奢侈品市場規模將增長約50%,因此總市場規模將超過 6,000 億美元,根據貝恩公司的說法。預計Y世代、Z世代和Alpha世代將成爲這一增長的關鍵驅動力,他們的支出增長速度將是其他幾代人的三倍 1。
Longer term, luxury companies such as LVMH and Hermes have benefited from strong pricing power and high margins driving significant free cash flow2 generation. Historically, luxury stock fundamentals have translated into long term price performance as evidenced by the S&P Global Luxury Index, which has generated an annualized total return of 11.8% since its launch in 2011. 3
從長遠來看,LVMH和Hermes等奢侈品公司受益於強大的定價能力和高利潤率,推動了大量自由現金流2 一代。從歷史上看,奢侈品股的基本面已轉化爲長期的價格表現,標普全球奢侈品指數自2011年推出以來已創造了11.8%的年化總回報率。 3
"As an independent global index provider, S&P Dow Jones Indices is pleased to provide investors with index-based solutions for various themes that are reshaping our world," said Ari Rajendra, Head of Thematic Indices at S&P Dow Jones Indices. "An example of one of our many thematic indices is the S&P Global Luxury Index, which is designed to deliver theme purity while tracking companies engaged in the production or distribution of luxury goods or services."
他說:“作爲一家獨立的全球指數提供商,標普道瓊斯指數很高興爲投資者提供基於指數的解決方案,以應對正在重塑我們世界的各種主題。” 阿里·拉金德拉,標普道瓊斯指數主題指數主管。“標普全球奢侈品指數是我們衆多主題指數中的一個例子,該指數旨在追蹤從事奢侈品或服務生產或分銷的公司,同時提供主題純淨度。”
LUXX's exposures span across various industries, including Apparel, Accessories & Luxury, Automobile Manufacturers, Distillers and Vintners, Footwear, and more.
LUXX的曝光範圍涵蓋各個行業,包括服裝、配飾和奢侈品、汽車製造商、蒸餾商和葡萄酒商、鞋類等。
The fund's top holdings at launch include:
該基金在成立時的主要持股包括:
Company Name |
% Weight |
Hermes International |
8.2 % |
LVMH Moet Hennessy Louis Vuitton SE |
7.9 % |
Cie Financiere Richemont SA |
7.6 % |
Mercedes-Benz Group AG |
5.4 % |
Kering SA |
5.0 % |
Ferrari NV |
5.0 % |
Diageo PLC |
4.1 % |
NIKE Inc |
4.1 % |
Pernod Ricard SA |
4.0 % |
Tesla Inc |
3.8 % |
Marriott International Inc/MD |
3.3 % |
Bayerische Motoren Werke AG |
3.3 % |
Estee Lauder Cos Inc/The |
3.2 % |
Lululemon Athletica Inc |
2.7 % |
Hilton Worldwide Holdings Inc |
2.5 % |
公司名 |
% 重量 |
愛馬仕國際 |
8.2% |
LVMH 酩悅軒尼詩路易威登 SE |
7.9% |
歷峯集團股份公司 |
7.6% |
奔馳集團股份公司 |
5.4% |
開雲集團股份公司 |
5.0% |
內華達州法拉利 |
5.0% |
帝亞吉歐 PLC |
4.1% |
耐克公司 |
4.1% |
Pernod Ricard SA |
4.0% |
特斯拉公司 |
3.8% |
萬豪國際集團公司/MD |
3.3% |
Bayerische Motoren Werke AG |
3.3% |
雅詩蘭黛公司/The |
3.2% |
Lululemon 競技公司 |
2.7% |
希爾頓全球控股公司 |
2.5% |
Holdings are subject to change and excludes cash positions.
持有量可能會發生變化,不包括現金狀況。
For current holdings and more information on the Roundhill S&P Global Luxury ETF (LUXX), please visit .
有關Roundhill標準普爾全球奢侈品ETF(LUXX)的當前持股量和更多信息,請訪問 。
For more information on the S&P Global Luxury Index, please visit or refer to the methodology document here.
有關標普全球奢侈品指數的更多信息,請訪問 或參閱方法論文檔 這裏。
About Roundhill Investments:
關於朗德希爾投資:
Roundhill Investments is a registered investment adviser focused on offering innovative financial products designed to offer exposure to investment themes that appeal to the next generation of investors. To learn more about the company, please visit roundhillinvestments.com.
Roundhill Investments是一家註冊投資顧問,專注於提供創新的金融產品,旨在提供吸引下一代投資者的投資主題的機會。要了解有關該公司的更多信息,請訪問 roundhillinvestments.com。
Investors should consider the investment objectives, risk, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the LUXX ETF please call 1-877-220-7649 or visit the website at https:// . Read the prospectus or summary prospectus carefully before investing.
投資者在投資前應仔細考慮投資目標、風險、費用和開支。有關LUXX ETF的招股說明書或招股說明書摘要,請致電1-877-220-7649或訪問網站 https:// 。在投資之前,請仔細閱讀招股說明書或招股說明書摘要。
Investing involves risk, including possible loss of principal. Luxury companies face intense competition, both domestically and internationally, may have products that face rapid obsolescence, and are heavily dependent on the protection of patent and intellectual property rights. Such factors may adversely affect the profitability and value of luxury goods companies. Investments made in small and mid-capitalization companies may be more volatile and less liquid due to limited resources or product lines and more sensitive to economic factors. Fund investments will be concentrated in an industry or group of industries, and the value of Fund shares may risk and fall more than diversified funds. Foreign investing involves social and political instability, market illiquidity, exchange-rate fluctuation, high volatility and limited regulation risks. Emerging markets may be more volatile and less liquid than more developed markets and therefore may involve greater risks. Depository Receipts involve risks similar to those associated investments in foreign securities, but may not provide a return that corresponds precisely with that of the underlying shares. The fund is passively managed and attempts to mirror the composition and performance of the S&P Global Luxury Index. The Fund's returns may not match due to expenses incurred by the Fund or lack of precise correlation with the index. Please see the prospectus for details of these and other risks.
投資涉及風險,包括可能的本金損失。奢侈品公司面臨着激烈的國內和國際競爭,其產品可能面臨快速過時,並且嚴重依賴專利和知識產權的保護。這些因素可能會對奢侈品公司的盈利能力和價值產生不利影響。由於資源或產品線有限,對中小型市值公司的投資可能波動性更大,流動性更低,並且對經濟因素更加敏感。基金投資將集中在一個行業或一組行業,與多元化基金相比,基金份額的風險和下跌幅度可能更大。外國投資涉及社會和政治不穩定、市場流動性不足、匯率波動、高度波動和監管風險有限。與較發達的市場相比,新興市場的波動性可能更大,流動性也更差,因此可能涉及更大的風險。存託憑證涉及的風險與外國證券的相關投資相似,但可能無法提供與標的股票完全一致的回報。該基金採用被動管理,並試圖反映標準普爾全球奢侈品指數的組成和表現。由於基金產生的費用或與指數缺乏精確的相關性,基金的回報可能不匹配。有關這些風險和其他風險的詳細信息,請參閱招股說明書。
Roundhill Financial Inc. serves as the investment advisor. The Funds are distributed by Foreside Fund Services, LLC which is not affiliated with Roundhill Financial Inc., U.S. Bank, or any of their affiliates.
Roundhill Financial Inc. 擔任投資顧問。這些資金由Foreside Fund Services, LLC分配,該公司不隸屬於Roundhill Financial Inc.、美國銀行或其任何關聯公司。
The "S&P Global Luxury Index " is a product of S&P Dow Jones Indices LLC or its affiliates ("SPDJI"), and has been licensed for use by Roundhill Investments Inc. S&P is a registered trademark of Standard & Poor's Financial Services LLC ("S&P"); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Roundhill Investments Inc. The Roundhill S&P Global Luxury ETF is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P Global Luxury Index.
“標普全球奢侈品指數” 是標普道瓊斯指數有限責任公司或其關聯公司(“SPDJI”)的產品,已獲得Roundhill Investments Inc.的使用許可。標準普爾是標準普爾金融服務有限責任公司(“標準普爾”)的註冊商標;道瓊斯是道瓊斯商標控股有限責任公司(“道瓊斯”)的註冊商標;這些商標已獲SPDJI許可使用並用於某些目的的再許可作者:Roundhill Investments Inc. Roundhill 標準普爾全球奢侈品ETF沒有由SPDJI、道瓊斯、標準普爾及其贊助、認可、出售或推廣各自的關聯公司,且此類各方均未就投資此類產品的可取性作出任何陳述,也不對標普全球奢侈品指數的任何錯誤、遺漏或中斷承擔任何責任。
1 Bain & Co. (January 17, 2023). Renaissance in Uncertainty: Luxury Builds on Its Rebound.
1 Bain & Co.(2023年1月17日)。不確定性中的復興:奢侈品在反彈的基礎上再接再厲。
2 Free cash flow is a measure of financial performance calculated as operating cash flow minus capital expenditures. Free cash flow (FCF) represents the cash that a company is able to generate after laying out the money required to maintain or expand its asset base.
2 自由現金流是衡量財務業績的指標,計算方法爲運營現金流減去資本支出。自由現金流(FCF)代表公司在支付維持或擴大其資產基礎所需的資金後能夠產生的現金。
3 Annualized total return of the S&P Global Luxury Index (SPGLGUP Index) since index inception (8/31/2011 - 7/31/2023).
3 標普全球奢侈品指數(SPGLGUP Index)自指數成立以來的年化總回報率(8/31/2011-2023 年 7 月 31 日)。
SOURCE Roundhill Investments
來源 Roundhill In
譯文內容由第三人軟體翻譯。