{"id":60939,"date":"2024-11-14T10:00:53","date_gmt":"2024-11-14T10:00:53","guid":{"rendered":"https:\/\/www.etfworld.com\/nl\/?p=60939"},"modified":"2025-05-23T16:56:22","modified_gmt":"2025-05-23T14:56:22","slug":"hanetf-tests-the-new-overseas-funds-regime-with-active-bond-etf-listing","status":"publish","type":"post","link":"https:\/\/www.etfworld.com\/nl\/hanetf-tests-the-new-overseas-funds-regime-with-active-bond-etf-listing\/","title":{"rendered":"HANetf tests the new Overseas Funds Regime with active bond ETF listing"},"content":{"rendered":"<h5><strong>HANetf announces the listing of Performance Trust Total Return Bond UCITS ETF (ticker: PTAM), an active ETF managed by PT Asset Management, on London Stock Exchange (LSE).<\/strong><\/h5>\n<h5><!--more--><\/h5>\n<p style=\"text-align: center;\"><a href=\"\/co.uk\/newsletter\"><strong>Sign up to our free newsletters<\/strong><\/a><\/p>\n<hr \/>\n<p><strong>Hector McNeil, Co-Founder and Co-CEO of HANetf<\/strong><\/p>\n<hr \/>\n<div class=\"art-content\">\n<div id=\"av_section_2\" class=\"avia-section av-3qnwrxv-8063df67c299cf83784f3f06ae83bba0 main_color avia-section-small avia-no-border-styling avia-builder-el-7 el_after_av_section el_before_av_section small-container single-article-content avia-bg-style-scroll container_wrap fullsize\">\n<div class=\"container av-section-cont-open\">\n<div class=\"template-page content av-content-full alpha units\">\n<div class=\"post-entry post-entry-type-page post-entry-27955\">\n<div class=\"entry-content-wrapper clearfix\">\n<div class=\"flex_column av-cthok3-838e9a85fcc2863b375d33a82ac03770 av_one_full avia-builder-el-8 avia-builder-el-no-sibling first flex_column_div \">\n<section class=\"av_textblock_section av-m21urlpg-a653ed58e7aec78c6aa1aa382a46af39 \">\n<div class=\"avia_textblock fs18\">\n<div id=\"av_section_2\" class=\"avia-section av-6rwjbc1-7865afd9bae627ca2efa95fa3c0f5d68 main_color avia-section-small avia-no-border-styling avia-builder-el-6 el_after_av_section el_before_av_section small-container single-article-content avia-bg-style-scroll container_wrap fullsize\">\n<div class=\"container av-section-cont-open\">\n<div class=\"template-page content av-content-full alpha units\">\n<div class=\"post-entry post-entry-type-page post-entry-29633\">\n<div class=\"entry-content-wrapper clearfix\">\n<div class=\"flex_column av-60vgg81-6f6ece45629548852d2a78ede9728c21 av_one_full avia-builder-el-7 avia-builder-el-no-sibling first flex_column_div \">\n<section class=\"av_textblock_section av-m3h4xagq-c991b23d1f7159fa98fa1d443513fba2 \">\n<div class=\"avia_textblock fs18\">\n<ul>\n<li style=\"text-align: justify;\"><em>PT Asset Management and HANetf have listed the Performance Trust Total Return Bond UCITS ETF (ticker: PTAM) on London Stock Exchange (LSE).<\/em><\/li>\n<li style=\"text-align: justify;\"><em>The ETF was listed on Xetra and Borsa Italiana in October. Using the new Overseas Funds Regime (OFR), the ETF is now listed on LSE, marking HANetf\u2019s first use of the OFR.<\/em><\/li>\n<li style=\"text-align: justify;\"><em>The ETF aims to provide exposure to U.S. bonds, while employing PT Asset Management\u2019s unique Shape Management methodology to target long-term performance and consistent growth across both rising and falling rate environments.<\/em><\/li>\n<li style=\"text-align: justify;\"><em>The ETF is actively managed by the expert team at PT Asset Management.<\/em><\/li>\n<li style=\"text-align: justify;\"><em>This is the fifth active ETF launched on the HANetf platform.<\/em><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">The ETF previously listed on Xetra in Germany and Milan\u2019s Borsa Italiana in October 2024. HANetf listed the PTAM ETF on LSE using the new Overseas Funds Regime (OFR). Despite industry concerns surround the length of the OFR process, HANetf found it seamless and quick. The process was very efficient and took a much shorter time frame than was expected.<\/p>\n<p style=\"text-align: justify;\">PT Asset Management is a Chicago-based boutique fixed income asset manager, founded in 2008. Since then, they have accrued over $8 billion in assets under management (AUM) across their three mutual funds and one ETF. Now, they are entering Europe with the launch of PTAM.<br \/>\nThe ETF aims to provide exposure to U.S. bonds, a $59.9 trillion market, while employing PT Asset Management\u2019s unique Shape Management methodology to target long-term performance and consistent growth across both rising and falling rate environments.<\/p>\n<p style=\"text-align: justify;\">Nearly 30 years ago, PT Asset Management\u2019s founders recognised the problems with traditional fixed income metrics, such as inaccurate interest rate predictions and yield metrics based on incomplete information and assumptions. They therefore developed Shape Management, a maths-based investment process that addresses these shortcomings by analysing the risk-return profile of a bond\u2019s future cashflows.<\/p>\n<p style=\"text-align: justify;\">This unique, interest-rate agnostic approach to fixed income helps to curate a portfolio that looks very different from its peers and provides exposure to many niche fixed income sectors.<\/p>\n<p style=\"text-align: justify;\">With PTAM, HANetf has now launched five active ETFs on its platform. Active ETFs accounted for a record 25% of global ETF flows in the first half of this year, with Europe alone seeing $5.9 billion inflows. The active ETF wave has arrived in Europe, and all signs suggest it is here to stay.<\/p>\n<p style=\"text-align: justify;\"><strong><span style=\"color: #56aa1c;\"><a href=\"https:\/\/www.etfworld.com\/nl\/wp-content\/uploads\/2024\/11\/Dranfield-Sean-PT-Asset-Management.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-60940 alignleft\" src=\"https:\/\/www.etfworld.com\/nl\/wp-content\/uploads\/2024\/11\/Dranfield-Sean-PT-Asset-Management.jpg\" alt=\"Dranfield Sean PT Asset Management\" width=\"400\" height=\"300\" srcset=\"https:\/\/www.etfworld.com\/nl\/wp-content\/uploads\/2024\/11\/Dranfield-Sean-PT-Asset-Management.jpg 750w, https:\/\/www.etfworld.com\/nl\/wp-content\/uploads\/2024\/11\/Dranfield-Sean-PT-Asset-Management-300x225.jpg 300w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a>Sean Dranfield, CEO and Principal at PT Asset Management<\/span>, comments:<\/strong><\/p>\n<p style=\"text-align: justify;\">\u201cWe are thrilled to bring an efficient and time-tested methodology to a new cohort of investors. The listing of the UCITS ETF on LSE not only represents our first venture in the UK market, it is a testament to PT Asset Management\u2019s commitment to provide investors with fixed income strategies that help navigate the complexities of global financial markets.\u201d<\/p>\n<p style=\"text-align: justify;\"><strong><span style=\"color: #56aa1c;\">Hector McNeil, Co-Founder and Co-CEO of HANetf<\/span>, comments:<\/strong><\/p>\n<p style=\"text-align: justify;\">\u201cWe are delighted to be listing the Performance Trust Total Return Bond UCITS ETF (PTAM) on LSE. The press was filled with scare stories about the length of time and complexities around using the OFR. Thankfully, these fears turned out to be misplaced. We can now say we have now tested using the OFR and found the process seamless and fast. So, not only is this listing positive in terms of bringing a new product to the UK market, it is also a boost to the wider ETF industry.<\/p>\n<p style=\"text-align: justify;\">\u201cPT Asset Management\u2019s unique Shape Management process was developed nearly 30 years ago, and has since been tried and tested in the U.S. The new UCITS ETF looks to use this process, alongside PT Asset Management\u2019s wealth of experience, to provide investors with the possibility of achieving long-term performance and consistent growth across a variety of rate environments.<\/p>\n<p style=\"text-align: justify;\">\u201cThis is the fifth active ETF HANetf has launched this year, and there are more on the way. The active space is ramping up, and launches like these demonstrate the rapid growth of the space, as well as HANetf\u2019s commitment to being one of the leading active ETF issuers. When investors think of active ETFs, we want them to think of HANetf. We expect to have the broadest range of active ETFs on our platform within the next 6 months, including fixed income, equity, and defined outcome strategies.\u201d<\/p>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/hanetf.com\/press-releases\/hanetf-launches-the-worlds-first-responsibly-sourced-currency-hedged-physical-gold-etc-range-with-the-royal-mint\/#_ftnref1\" name=\"_ftn1\"><\/a><\/p>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<table style=\"border-collapse: collapse; width: 100%; height: 144px;\">\n<tbody>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>Product Name<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\"><span style=\"color: #56aa1c;\"><strong>Performance Trust Total Return Bond UCITS ETF<\/strong><\/span><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>ISIN<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\">\n<div class=\"bold-font-weight regular-font-size ng-star-inserted\">\n<div class=\"bold-font-weight regular-font-size\">\n<div class=\"bold-font-weight regular-font-size\">IE000X5OD4M3<\/div>\n<\/div>\n<\/div>\n<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>SEDOL<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\">BQB7XM4<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>Trading Currency<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\">GBX<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>Management Fee<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\">0.75%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table style=\"border-collapse: collapse; width: 100%; height: 144px;\">\n<tbody>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>Product Name<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\"><span style=\"color: #56aa1c;\"><strong>Performance Trust Total Return Bond UCITS ETF<\/strong><\/span><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>ISIN<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\">\n<div class=\"bold-font-weight regular-font-size\">IE000X5OD4M3<\/div>\n<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>SEDOL<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\">BR3Y8B4<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>Trading Currency<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\">USD<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 50%; height: 24px;\"><strong>Management Fee<\/strong><\/td>\n<td style=\"width: 50%; height: 24px;\">0.75%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source: ETFWorld.co.uk<\/p>\n","protected":false},"excerpt":{"rendered":"<p>HANetf announces the listing of Performance Trust Total Return Bond UCITS ETF (ticker: PTAM), an active ETF managed by PT Asset Management, on London Stock Exchange (LSE).<\/p>\n","protected":false},"author":4,"featured_media":60759,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"telegram_tosend":false,"telegram_tosend_message":"","telegram_tosend_target":0,"footnotes":"","_wpscp_schedule_draft_date":"","_wpscp_schedule_republish_date":"","_wpscppro_advance_schedule":false,"_wpscppro_advance_schedule_date":"","_wpscppro_dont_share_socialmedia":null,"_wpscppro_custom_social_share_image":0,"_facebook_share_type":"default","_twitter_share_type":"default","_linkedin_share_type":"default","_pinterest_share_type":"default","_linkedin_share_type_page":"","_instagram_share_type":"default","_medium_share_type":"default","_threads_share_type":"","_google_business_share_type":"","_selected_social_profile":null,"_wpsp_enable_custom_social_template":false,"_wpsp_social_scheduling":{"enabled":false,"datetime":null,"platforms":[],"status":"template_only","dateOption":"today","timeOption":"now","customDays":"","customHours":"","customDate":"","customTime":"","schedulingType":"absolute"},"_wpsp_active_default_template":true},"categories":[4],"tags":[204],"class_list":["post-60939","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-etf-europe","tag-hanetf"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"_links":{"self":[{"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/posts\/60939","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/comments?post=60939"}],"version-history":[{"count":3,"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/posts\/60939\/revisions"}],"predecessor-version":[{"id":60956,"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/posts\/60939\/revisions\/60956"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/media\/60759"}],"wp:attachment":[{"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/media?parent=60939"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/categories?post=60939"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.etfworld.com\/nl\/wp-json\/wp\/v2\/tags?post=60939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}