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O’Shares launches four smart-beta ETFs


O'Shares Investments (O'Shares) has launched four new O'Shares exchange traded funds (ETFs) in partnership with FTSE Russell based on European and Asia-Pacific stocks with a choice of an unhedged or USD hedged series.

The new ETFs, which track indexes within the FTSE Global Factor Index Series, are listed on NYSE Arca, and follow the first O'Shares ETF (OUSA), which has attracted USD25 million sonce its launch on 14 July.
The four new ETFs are designed to be used together as a whole portfolio allocation model or as a core investment holding, providing efficient access to a portfolio of large-cap and mid-cap dividend-paying companies in Europe and Asia Pacific selected based on several factors important to many investors: Quality, Low Volatility and Dividend Yield. The quality and low volatility requirements are designed to potentially reduce exposure to high dividend equities that have experienced large price declines, as may occur with some dividend investing strategies. The stocks in the ETFs comprises large and mid cap equities across Europe and Asia-Pacific respectively.
The new ETFs are:
• O'Shares FTSE Europe Quality Dividend ETF (Ticker: OEUR)
• O'Shares FTSE Europe Quality Dividend Hedged ETF (Ticker: OEUH)
• O'Shares FTSE Asia Pacific Quality Dividend ETF (Ticker: OASI)
• O'Shares FTSE Asia Pacific Quality Dividend Hedged ETF (Ticker: OAPH)
O’Shares founder Kevin O'Leary (pictured), says: "Following the successful launch of OUSA, it was important for my family trust to maintain the same consistent rules-based investment solution on a global basis and we believe these new ETFs offer individual and institutional investors a comprehensive suite of capital efficient, transparent and cost effective index-based products that reflect these core investment principles. Moreover, offering both a hedged and unhedged index for the international strategies provides tools for investors, such as me, with different outlooks on currency movements or different risk tolerances, to capture the multi-factor strategy in a way that's best aligned with their individual or institutional mandates."
Ron Bundy, CEO Benchmarks North America for FTSE Russell, adds: "We created a multi-factor index series that intentionally captures quality, volatility and yield in a thoughtful manner and is portable across regions. We could not be more pleased to continue working with O'Shares on their next round of ETFs that track these benchmarks."
O'Shares, working with FTSE Russell, introduced this series of innovative rules-based global investment strategies, designed to be a core investment holding, to provide access to a portfolio of large-cap and mid-cap dividend-paying companies in the US, Europe and Asia Pacific. The multi-factor series aims to achieve attractive performance, as well as reduced volatility and sustainable yield.

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