HANetf Comments on Their Thematic Strategies’ Growth
HAN-GINS Cloud Technology index is up 9.6% in February and over 16.9% YTD
HAN-GINS Innovative Technology index is up 8.3% in February and over 17.8% YTD
EMQQ index is up 7.9% in February and over 18.6% YTD
London, March, 2019
HANetf, Europe’s first independent ‘white-label’ ETF issuer reports that cloud technology companies are reporting substantial sales and revenue growth, helping to power the rebound of technology sector that saw significant turmoil at the of 2018.
In October 2018, the first Irish-domiciled ETFs were launched through HANetfs independent white-label platform. EMQQ Emerging Market Internet & Ecommerce UCITS ETF (EMQQ) was launched with Big Tree Capital, and HAN-GINS Innovative Technology (ITEK) and Cloud Technology (SKYY) UCITS ETFs were launched with GinsGlobal Investment Management. All ETFs closely track the performance of their underlying indices, which are referred to below and in the accompanying table.
Performance before inception is based on back tested data. Back testing is the process of evaluating an investment strategy by applying it to historical data to simulate what the performance of that strategy would have been. Back tested data does not represent actual performance and should not be interpreted as an indication of actual or future performance. Past performance for the index is in USD and shown net of fees. Past performance and back tested index performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product. It is provided for illustrative purposes only. Indices cannot be invested in directly. Investors should read the prospectus of the Issuer (“Prospectus”) before investing and should refer to the section of the Prospectus entitled ‘Risk Factors’ for further details of risks associated with an investment in these products. Data Source: Bloomberg as of 01 March, 2019
Drivers of the technology recovery have included recent impressive fourth quarter 2018 earnings, from the FAANGS and many smaller technology players. Apple is once again the world’s most valuable company (Feb 5th) with a market cap of $821bn – edging out Microsoft ($819bn), Amazon ($816bn) and Google (786bn). It is the first time since December 3rd that Apple has regained this position. Other cloud technology leaders recently reporting impressive high double-digit expansion include:
· Cloud - Amazon, Microsoft, Google all reported strong Cloud sales growth last quarter.
· Gains at Microsoft’s Azure Cloud group – shows sales grew 76% 
· Amazon’s AWS, the global Cloud leader (providing rented computer infrastructure from its data centers) - enjoyed 45% revenue growth in the 4th quarter
· Alibaba Group Holding Ltd. Posted an 84% growth in its own cloud unit
· Canalys a respected researcher, estimates total cloud-infrastructure spending climbed 46% in the fourth quarter to $23 billion, ensuring total investment for 2018 exceeded $80bn – a record.
· Emerging market and Chinese securities have also been lifted following upbeat reports that the US-China trade negotiations may soon lead to a solution on tariffs.
HAN-GINS Cloud Technology UCITS ETF tracks the Solactive Cloud Technology Index and seeks to provide exposure to companies active in the field of cloud computing, such as service providers or producers of equipment or software focused on cloud computing.
HAN-GINS Global Innovative Technology UCITS ETF tracks the Solactive Innovative Technologies Index. The fund seeks to provide exposure to “Industry 4.0” - the companies poised to benefit from the fourth industrial revolution - including those involved in Robotics & Automation, Cloud Computing & Big Data, Cyber Security, Future Cars, Genomics, Social Media, Blockchain and Augmented & Virtual Reality.
EMQQ Emerging Markets and Ecommerce UCITS ETF tracks an index of leading internet and Ecommerce companies that serve emerging markets, including search engines, online retailers, social networks, online video, online gaming, e-payment systems and online travel. The fund seeks to provide exposure to the growth of online consumption in the developing world.