Macquarie ETF Trust (LRGG)

Overview

The Macquarie ETF Trust offers various thematic and sector-specific ETFs, focusing on providing targeted exposure to innovative and growing areas of the market. They emphasize strategies designed to outperform broad market indices.

Reputation and Reliability

Macquarie is a global financial services group with a strong reputation for innovation and expertise in asset management. They are considered a reliable issuer of ETFs.

Management Expertise

Macquarie's asset management team has extensive experience in constructing and managing ETFs, with a focus on research-driven investment strategies.

Goal

To provide investors with exposure to specific market segments and investment themes, often with an active management approach.

Investment Approach and Strategy

Strategy: Macquarie ETFs often aim to outperform specific benchmarks through active security selection or by focusing on specific investment themes.

Composition The composition varies depending on the specific ETF within the Macquarie ETF Trust. It may include stocks, bonds, or other assets.

Market Share: Macquarie ETF Trust's market share varies widely depending on the specific ETF within the trust, as they focus on niche and thematic areas.

Total Net Assets (AUM): Varies widely depending on the specific fund within the trust.

Key Competitors

• ARKK
• BOTZ
• ICLN

Competitive Landscape

The competitive landscape is characterized by a mix of large established players and smaller, more specialized ETF providers. Macquarie ETF Trust competes through thematic specialization and actively managed strategies. Advantages include targeted exposure and potential for outperformance. Disadvantages involve higher fees compared to passive ETFs and the risk of underperformance.

Historical Performance: Varies depending on the specific fund within the trust and its investment strategy.

Benchmark Comparison: The ETFu2019s performance should be compared to its specific benchmark index to gauge its effectiveness in delivering its targeted exposure.

Expense Ratio: Varies depending on the specific fund, generally between 0.45% and 0.75%.

Average Trading Volume

The ETF's liquidity varies, and is moderate to low depending on the specific ETF within the trust and its popularity.

Bid-Ask Spread

Bid-ask spreads typically range from 0.05% to 0.20%, but can fluctuate depending on trading volume and market conditions.

Market Environment Factors

Economic indicators, sector growth prospects, and overall market sentiment significantly influence the performance of Macquarie ETF Trust's funds, especially those focused on specific sectors or themes.

Growth Trajectory

Growth trends depend on the specific ETF's focus and the performance of its underlying assets. Macquarie adjusts holdings based on changing market conditions and strategy.

Competitive Edge

Macquarie ETF Trust's competitive advantage lies in its thematic and actively managed approach, offering investors exposure to niche market segments. Their expertise in specific sectors and research-driven investment strategies can lead to outperformance compared to passive ETFs. The focus on innovation and emerging trends helps them attract investors seeking targeted exposure. However, active management also introduces the risk of underperforming the benchmark.

Volatility

Volatility depends on the specific fund and its underlying assets. Sector-specific ETFs may exhibit higher volatility compared to broad market ETFs.

Market Risk

Market risk is influenced by the specific sectors or themes the ETF targets. Investments in emerging technologies or specific industries carry inherent risks related to market fluctuations, regulatory changes, and competition.

Ideal Investor Profile

The ideal investor is someone seeking targeted exposure to specific market segments or investment themes, and who is willing to pay a higher expense ratio for the potential of outperformance.

Market Risk

Macquarie ETF Trust is suitable for investors seeking thematic exposure, active strategies, and potential growth in specific sectors. It is not necessarily the best option for passive index followers or those seeking broad market exposure at the lowest cost.

Macquarie ETF Trust offers a range of thematic and actively managed ETFs focused on providing targeted exposure to specific market segments. Their strength lies in niche areas and the potential for outperformance through active management. However, higher expense ratios and the risk of underperformance are important considerations. They are suitable for investors looking for targeted exposure and willing to pay for active management and specific themes.

Data Sources:

• ETF.com
• Morningstar
• Company Filings

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual research and consultation with a financial advisor.