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ETFS Management (AUS) Limited
Alex Zaika · Asset Manager · Index/Passive
ETFS Management (AUS) Limited, originally established as ETF Securities Australia in 2003, is a leading provider of exchange-traded products in the Australian market. Known for its pioneering role in the industry, the firm launched the world's first physically-backed gold exchange-traded commodity, revolutionizing access to precious metals for investors. In June 2022, the company was acquired by Mirae Asset Global Investments and subsequently rebranded as Global X ETFs (Australia). The institution focuses on providing a comprehensive suite of transparent and cost-effective investment solutions, including thematic, income-producing, and core index ETFs. By leveraging global expertise and local market insights, it offers retail and institutional investors innovative building blocks to diversify their portfolios across equities, commodities, and digital assets. Today, as part of a global enterprise, the firm continues to drive the adoption of ETFs in Australia by highlighting their advantages over traditional unlisted managed funds.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +30.3% |
| YTD return | +24.5% |
| Sharpe ratio | 2.62 |
| Win rate | 53% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.globalxetfs.com.au |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MU | Micron Technology Inc | 10.5% | +76.1% |
| NVDA | NVIDIA Corporation | 10.0% | +21.1% |
| AVGO | Broadcom Inc | 9.9% | +5.5% |
| META | Meta Platforms Inc. | 7.3% | -10.5% |
| MSFT | Microsoft Corporation | 6.6% | +8.3% |
| AAPL | Apple Inc | 6.5% | +26.5% |
| AMZN | Amazon.com Inc | 6.4% | +14.6% |
| GOOGL | Alphabet Inc Class A | 6.0% | +31.1% |
| PLTR | Palantir Technologies Inc. | 6.0% | +36.1% |
| NFLX | Netflix Inc | 5.8% | -8.6% |
| ASML | ASML Holding NV ADR | 4.6% | +44.8% |
| AMD | Advanced Micro Devices Inc | 4.4% | +106.3% |
| TSM | Taiwan Semiconductor Manufacturing | 3.9% | +31.5% |
| INTC | Intel Corporation | 2.1% | -1.1% |
| AMAT | Applied Materials Inc | 2.1% | -8.8% |
| LRCX | Lam Research Corp | 1.9% | -2.9% |
| SIEGY | Siemens AG ADR | 1.6% | 0.0% |
| SCCO | Southern Copper Corporation | 1.5% | +13.5% |
| FCX | Freeport-McMoran Copper & Gold Inc | 1.5% | +17.1% |
| BDNNY | Boliden AB ADR | 1.4% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 13, 2026 | SELL | AMD | 4.5% → 4.4% |
| Jul 13, 2026 | BUY | LRCX | 1.8% → 1.9% |
| Jul 13, 2026 | SELL | AAPL | 6.8% → 6.5% |
| Jul 13, 2026 | BUY | NVDA | 9.3% → 10.0% |
| Jul 13, 2026 | BUY | AMAT | 2.0% → 2.1% |
Investment Style Analysis
ETFS Management (AUS) Limited is widely recognized for employing a Index/Passive strategy. As of Sep 3, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 13, ETFS Management (AUS) Limited made a significant move by reducing the position in AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution’s philosophy centers on the democratization of investment opportunities through innovative, cost-effective, and transparent exchange-traded products. It emphasizes a 'beyond ordinary' approach, focusing on structural thematic trends—such as artificial intelligence, clean energy, and cybersecurity—alongside core index tracking and physically-backed commodities. By utilizing the creation-redemption mechanism of ETFs, the firm aims to minimize turnover and tax implications for investors while providing diversified exposure that helps build long-term wealth. The strategy is designed to offer liquid alternatives to traditional managed funds, allowing both retail and institutional clients to align their portfolios with major global macroeconomic shifts and disruptive technological advancements.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with ETFS Management (AUS) Limited.
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for ETFS Management (AUS) Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is ETFS Management (AUS) Limited's largest holding?
As of the latest filing, ETFS Management (AUS) Limited's top position is Micron Technology Inc (MU), representing 10.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is ETFS Management (AUS) Limited's historical performance and risk profile?
Our simulation indicates a total return of +30.3% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 2.62, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does ETFS Management (AUS) Limited primarily invest in?
ETFS Management (AUS) Limited has a strong preference for the Semiconductors sector, which makes up 40.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is ETFS Management (AUS) Limited's portfolio concentrated or diversified?
ETFS Management (AUS) Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has ETFS Management (AUS) Limited performed in 2026?
Our AI-simulated model portfolio for ETFS Management (AUS) Limited tracks a Year-to-Date (YTD) return of +24.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alex Zaika manage ETFS Management (AUS) Limited directly?
Yes, Alex Zaika serves as the key portfolio manager for ETFS Management (AUS) Limited, overseeing the investment strategy and final capital allocation decisions.