Roundhill Investments Launches Global Luxury ETF (NYSE Arca: LUXX)
Roundhill Investments Launches Global Luxury ETF (NYSE Arca: LUXX)
LUXX tracks the S&P Global Luxury Index, providing access to 80 leading global luxury companies across Europe, Asia, and North America
LUXX追踪标普全球奢侈品指数,提供80家全球领先奢侈品公司的渠道 欧洲, 亚洲,以及 北美
NEW YORK, Aug. 23, 2023 /PRNewswire/ -- Roundhill Investments, an ETF sponsor focused on innovative financial products, is pleased to announce the launch of the Roundhill S&P Global Luxury ETF (NYSE Arca: LUXX), which begins trading on the NYSE Arca today. At an expense ratio of 0.45%, LUXX provides investors with access to the luxury goods sector in a cost-efficient and liquid ETF format.
纽约, 2023年8月23日 /PRNewswire/ — 专注于创新金融产品的ETF赞助商Roundhill Investments很高兴地宣布推出 朗德希尔标准普尔全球奢侈品ETF (NYSE Arca:LUXX),今天开始在纽约证券交易所Arca上市。LUXX的支出比率为0.45%,以具有成本效益和流动性的ETF形式为投资者提供进入奢侈品行业的机会。
"Luxury goods have shown resilience through challenging economic conditions, and we believe the sector has long-term growth potential.," said Dave Mazza, Chief Strategy Officer at Roundhill Investments. "We are excited to offer investors efficient, low cost access to gain access to the global luxury sector with the launch of LUXX."
他说:“奢侈品在充满挑战的经济条件下表现出弹性,我们认为该行业具有长期增长潜力。” 戴夫·马扎,朗德希尔投资的首席战略官。“随着LUXX的推出,我们很高兴为投资者提供高效、低成本的渠道,让他们进入全球奢侈品行业。”
LUXX tracks the S&P Global Luxury Index, providing access to 80 leading luxury companies across the globe.
LUXX追踪标准普尔全球奢侈品指数,提供全球80家领先奢侈品公司的准入。
The global luxury market size is expected to grow roughly 50% between 2022 and 2030, resulting in a total market size of more than $600 billion, according to Bain & Company. Generation Y, Z, and Alpha are expected to be the key drivers of this growth, with their spending set to grow three times faster than other generations 1.
预计2022年至2030年间,全球奢侈品市场规模将增长约50%,因此总市场规模将超过 6,000 亿美元,根据贝恩公司的说法。预计Y世代、Z世代和Alpha世代将成为这一增长的关键驱动力,他们的支出增长速度将是其他几代人的三倍 1。
Longer term, luxury companies such as LVMH and Hermes have benefited from strong pricing power and high margins driving significant free cash flow2 generation. Historically, luxury stock fundamentals have translated into long term price performance as evidenced by the S&P Global Luxury Index, which has generated an annualized total return of 11.8% since its launch in 2011. 3
从长远来看,LVMH和Hermes等奢侈品公司受益于强大的定价能力和高利润率,推动了大量自由现金流2 一代。从历史上看,奢侈品股的基本面已转化为长期的价格表现,标普全球奢侈品指数自2011年推出以来已创造了11.8%的年化总回报率。 3
"As an independent global index provider, S&P Dow Jones Indices is pleased to provide investors with index-based solutions for various themes that are reshaping our world," said Ari Rajendra, Head of Thematic Indices at S&P Dow Jones Indices. "An example of one of our many thematic indices is the S&P Global Luxury Index, which is designed to deliver theme purity while tracking companies engaged in the production or distribution of luxury goods or services."
他说:“作为一家独立的全球指数提供商,标普道琼斯指数很高兴为投资者提供基于指数的解决方案,以应对正在重塑我们世界的各种主题。” 阿里·拉金德拉,标普道琼斯指数主题指数主管。“标普全球奢侈品指数是我们众多主题指数中的一个例子,该指数旨在追踪从事奢侈品或服务生产或分销的公司,同时提供主题纯净度。”
LUXX's exposures span across various industries, including Apparel, Accessories & Luxury, Automobile Manufacturers, Distillers and Vintners, Footwear, and more.
LUXX的曝光范围涵盖各个行业,包括服装、配饰和奢侈品、汽车制造商、蒸馏商和葡萄酒商、鞋类等。
The fund's top holdings at launch include:
该基金在成立时的主要持股包括:
Company Name |
% Weight |
Hermes International |
8.2 % |
LVMH Moet Hennessy Louis Vuitton SE |
7.9 % |
Cie Financiere Richemont SA |
7.6 % |
Mercedes-Benz Group AG |
5.4 % |
Kering SA |
5.0 % |
Ferrari NV |
5.0 % |
Diageo PLC |
4.1 % |
NIKE Inc |
4.1 % |
Pernod Ricard SA |
4.0 % |
Tesla Inc |
3.8 % |
Marriott International Inc/MD |
3.3 % |
Bayerische Motoren Werke AG |
3.3 % |
Estee Lauder Cos Inc/The |
3.2 % |
Lululemon Athletica Inc |
2.7 % |
Hilton Worldwide Holdings Inc |
2.5 % |
公司名 |
% 重量 |
爱马仕国际 |
8.2% |
LVMH 酩悦轩尼诗路易威登 SE |
7.9% |
历峰集团股份公司 |
7.6% |
奔驰集团股份公司 |
5.4% |
开云集团股份公司 |
5.0% |
内华达州法拉利 |
5.0% |
帝亚吉欧 PLC |
4.1% |
耐克公司 |
4.1% |
Pernod Ricard SA |
4.0% |
特斯拉公司 |
3.8% |
万豪国际集团公司/MD |
3.3% |
Bayerische Motoren Werke AG |
3.3% |
雅诗兰黛公司/The |
3.2% |
Lululemon 竞技公司 |
2.7% |
希尔顿全球控股公司 |
2.5% |
Holdings are subject to change and excludes cash positions.
持有量可能会发生变化,不包括现金状况。
For current holdings and more information on the Roundhill S&P Global Luxury ETF (LUXX), please visit .
有关Roundhill标准普尔全球奢侈品ETF(LUXX)的当前持股量和更多信息,请访问 。
For more information on the S&P Global Luxury Index, please visit or refer to the methodology document here.
有关标普全球奢侈品指数的更多信息,请访问 或参阅方法论文档 这里。
About Roundhill Investments:
关于朗德希尔投资:
Roundhill Investments is a registered investment adviser focused on offering innovative financial products designed to offer exposure to investment themes that appeal to the next generation of investors. To learn more about the company, please visit roundhillinvestments.com.
Roundhill Investments是一家注册投资顾问,专注于提供创新的金融产品,旨在提供吸引下一代投资者的投资主题的机会。要了解有关该公司的更多信息,请访问 roundhillinvestments.com。
Investors should consider the investment objectives, risk, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the LUXX ETF please call 1-877-220-7649 or visit the website at https:// . Read the prospectus or summary prospectus carefully before investing.
投资者在投资前应仔细考虑投资目标、风险、费用和开支。有关LUXX ETF的招股说明书或招股说明书摘要,请致电1-877-220-7649或访问网站 https:// 。在投资之前,请仔细阅读招股说明书或招股说明书摘要。
Investing involves risk, including possible loss of principal. Luxury companies face intense competition, both domestically and internationally, may have products that face rapid obsolescence, and are heavily dependent on the protection of patent and intellectual property rights. Such factors may adversely affect the profitability and value of luxury goods companies. Investments made in small and mid-capitalization companies may be more volatile and less liquid due to limited resources or product lines and more sensitive to economic factors. Fund investments will be concentrated in an industry or group of industries, and the value of Fund shares may risk and fall more than diversified funds. Foreign investing involves social and political instability, market illiquidity, exchange-rate fluctuation, high volatility and limited regulation risks. Emerging markets may be more volatile and less liquid than more developed markets and therefore may involve greater risks. Depository Receipts involve risks similar to those associated investments in foreign securities, but may not provide a return that corresponds precisely with that of the underlying shares. The fund is passively managed and attempts to mirror the composition and performance of the S&P Global Luxury Index. The Fund's returns may not match due to expenses incurred by the Fund or lack of precise correlation with the index. Please see the prospectus for details of these and other risks.
投资涉及风险,包括可能的本金损失。奢侈品公司面临着激烈的国内和国际竞争,其产品可能面临快速过时,并且严重依赖专利和知识产权的保护。这些因素可能会对奢侈品公司的盈利能力和价值产生不利影响。由于资源或产品线有限,对中小型市值公司的投资可能波动性更大,流动性更低,并且对经济因素更加敏感。基金投资将集中在一个行业或一组行业,与多元化基金相比,基金份额的风险和下跌幅度可能更大。外国投资涉及社会和政治不稳定、市场流动性不足、汇率波动、高度波动和监管风险有限。与较发达的市场相比,新兴市场的波动性可能更大,流动性也更差,因此可能涉及更大的风险。存托凭证涉及的风险与外国证券的相关投资相似,但可能无法提供与标的股票完全一致的回报。该基金采用被动管理,并试图反映标准普尔全球奢侈品指数的组成和表现。由于基金产生的费用或与指数缺乏精确的相关性,基金的回报可能不匹配。有关这些风险和其他风险的详细信息,请参阅招股说明书。
Roundhill Financial Inc. serves as the investment advisor. The Funds are distributed by Foreside Fund Services, LLC which is not affiliated with Roundhill Financial Inc., U.S. Bank, or any of their affiliates.
Roundhill Financial Inc. 担任投资顾问。这些资金由Foreside Fund Services, LLC分配,该公司不隶属于Roundhill Financial Inc.、美国银行或其任何关联公司。
The "S&P Global Luxury Index " is a product of S&P Dow Jones Indices LLC or its affiliates ("SPDJI"), and has been licensed for use by Roundhill Investments Inc. S&P is a registered trademark of Standard & Poor's Financial Services LLC ("S&P"); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Roundhill Investments Inc. The Roundhill S&P Global Luxury ETF is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P Global Luxury Index.
“标普全球奢侈品指数” 是标普道琼斯指数有限责任公司或其关联公司(“SPDJI”)的产品,已获得Roundhill Investments Inc.的使用许可。标准普尔是标准普尔金融服务有限责任公司(“标准普尔”)的注册商标;道琼斯是道琼斯商标控股有限责任公司(“道琼斯”)的注册商标;这些商标已获SPDJI许可使用并用于某些目的的再许可作者:Roundhill Investments Inc. Roundhill 标准普尔全球奢侈品ETF没有由SPDJI、道琼斯、标准普尔及其赞助、认可、出售或推广各自的关联公司,且此类各方均未就投资此类产品的可取性作出任何陈述,也不对标普全球奢侈品指数的任何错误、遗漏或中断承担任何责任。
1 Bain & Co. (January 17, 2023). Renaissance in Uncertainty: Luxury Builds on Its Rebound.
1 Bain & Co.(2023年1月17日)。不确定性中的复兴:奢侈品在反弹的基础上再接再厉。
2 Free cash flow is a measure of financial performance calculated as operating cash flow minus capital expenditures. Free cash flow (FCF) represents the cash that a company is able to generate after laying out the money required to maintain or expand its asset base.
2 自由现金流是衡量财务业绩的指标,计算方法为运营现金流减去资本支出。自由现金流(FCF)代表公司在支付维持或扩大其资产基础所需的资金后能够产生的现金。
3 Annualized total return of the S&P Global Luxury Index (SPGLGUP Index) since index inception (8/31/2011 - 7/31/2023).
3 标普全球奢侈品指数(SPGLGUP Index)自指数成立以来的年化总回报率(8/31/2011-2023 年 7 月 31 日)。
SOURCE Roundhill Investments
来源 Roundhill In