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Upturn AI SWOT - About
Invesco CurrencyShares® Australian Dollar Trust (FXA)
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Upturn Advisory Summary
08/14/2025: FXA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.81% | Avg. Invested days 42 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 15.45 | 52 Weeks Range 58.77 - 68.03 | Updated Date 06/29/2025 |
52 Weeks Range 58.77 - 68.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco CurrencyShares® Australian Dollar Trust
ETF Overview
Overview
The Invesco CurrencySharesu00ae Australian Dollar Trust (FXA) is designed to track the price of the Australian Dollar, offering investors a way to gain exposure to the currency without directly trading in the foreign exchange market. The trust holds Australian dollars in a secured account.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of providing ETF products.
Management Expertise
Invesco has experienced professionals managing their currency trusts, ensuring proper handling and storage of the underlying assets.
Investment Objective
Goal
The investment objective is for the shares to reflect the price of the Australian Dollar before payment of the Trustu2019s expenses and liabilities.
Investment Approach and Strategy
Strategy: The ETF tracks the price of the Australian Dollar.
Composition The ETF holds physical Australian dollars in a bank account.
Market Position
Market Share: FXA holds a significant portion of the currency trust market focused on the Australian Dollar.
Total Net Assets (AUM): 83300000
Competitors
Key Competitors
Competitive Landscape
FXA faces limited direct competition as it is a specialized currency trust. The advantages of FXA are its liquidity and ease of access for investors seeking exposure to the Australian Dollar. Disadvantages could include fees associated with the trust structure and potential tracking error.
Financial Performance
Historical Performance: Historical performance data is derived from the changes in the value of the Australian Dollar versus the US Dollar, impacting returns over different periods.
Benchmark Comparison: The benchmark is the Australian Dollar spot rate. The ETF aims to closely track this rate, but deviations can occur due to fund expenses and operational factors.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, allowing most retail investors to enter and exit positions without significant price impact.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the liquidity of the underlying Australian Dollar market and the ETF.
Market Dynamics
Market Environment Factors
Economic indicators in Australia and the US, interest rate differentials, and global risk sentiment influence the value of the Australian Dollar and, consequently, the ETF.
Growth Trajectory
Growth trends are tied to the economic performance of Australia and its currency dynamics relative to the US Dollar. Changes in holdings reflect adjustments to maintain the trust's objective.
Moat and Competitive Advantages
Competitive Edge
FXA's competitive edge lies in providing a simple and regulated way for investors to gain exposure to the Australian Dollar. It avoids the complexities and risks associated with direct foreign exchange trading. The structure offers transparency and liquidity advantages over alternative currency investment methods. Investors benefit from Invesco's established reputation in managing currency-based ETFs.
Risk Analysis
Volatility
FXAu2019s volatility mirrors the volatility of the Australian Dollar, influenced by global economic events and policy changes.
Market Risk
Market risk arises from fluctuations in the Australian Dollar's value relative to the US Dollar, impacting the ETF's NAV.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking to express a view on the Australian Dollar, hedge currency risk, or diversify a portfolio with foreign currency exposure.
Market Risk
FXA is suitable for active traders, portfolio diversifiers, or investors using it as a hedging tool against currency fluctuations.
Summary
The Invesco CurrencySharesu00ae Australian Dollar Trust (FXA) provides a straightforward method to invest in the Australian Dollar through a regulated ETF structure. Its performance mirrors the currency's fluctuations against the US Dollar, making it a tool for currency speculation, hedging, or portfolio diversification. The ETF is appropriate for investors who understand currency dynamics and seek to express a view on the Australian economy. Its expense ratio and liquidity should be considered when weighing its suitability within an investment strategy. Investors can benefit from the accessibility and transparency of the fund, however the fund does not have dividend income and the value of the currency may depreciate over time.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Bloomberg
- MarketWatch
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco CurrencyShares® Australian Dollar Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Shares are intended to provide institutional and retail investors with a simple, cost-effective means of gaining investment benefits similar to those of holding Australian Dollars. The costs of purchasing Shares should not exceed the costs associated with purchasing any other publicly-traded equity securities.
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