4 Features of POEMS’ ETF Screener October 6, 2020

4 Features of POEMS’ ETF Screener

Summary

  • With over 7,000 ETFs listed globally in 2019, finding the right ETFs for your investment needs may be very cumbersome.
  • POEMS’ ETF Screener allows you to search and filter ETFs listed on SGX, HKEx, NASDAQ and NYSE.
  • There are four features that can enhance your search process: (i) Basic and Advanced Filters, (ii) Search Box, (iii) Display Table and (iv) Tool Tips.
  • The ETF Screener is only a complementary tool and must not be regarded as a complete solution for your investment queries. But it can make your life a lot easier!


Introduction

According to Statista, there were almost 7,000 ETFs listed globally in 2019. Hence, finding the ideal ETFs for your investment needs is like looking for needles in a haystack.

Here comes the POEMS ETF Screener, which will make your life a lot easier by sifting out your desired ETFs.


What is an ETF Screener?

An ETF Screener is a tool which allows you to search and filter ETFs.

POEMS’ ETF Screener uses data provided by Morningstar and covers the ETFs listed on SGX, HKEx, NASDAQ and NYSE.

You may access our ETF Screener by:

1. Going to the POEMS website
2. Select the “Education” Tab
3. Click on “ETF Screener”

4 Features of POEMS’ ETF Screener


The Screener is also available under the “Tools” tab in your POEMS 2.0 account.

1. Log in to POEMS 2.0
2. Click on the “Tools” tab
3. Click on the “ETF Screener” tab

4 Features of POEMS’ ETF Screener


Basic and Advanced Filters

The ETF Screener allows you to filter ETFs based on their categories. For example, if you are looking for fixed-income ETFs listed on the SGX, select the checkboxes for “SGX” classified under Exchange and “Fixed Income” classified under Asset Class. The display table will refresh the shortlisted ETFs in real time based on your filtered criteria.

Do note that the filtering tool will only shortlist ETFs that are tagged to the categories provided by the data provider. Hence, your search results may not be comprehensive as some ETFs are not tagged or classified by the data provider.

4 Features of POEMS’ ETF Screener


Search Box

The search box allows you to search for ETFs via their ticker codes or fund names. It will shortlist the ETFs based on the keywords you have entered.

For example, by typing “aerospace” in the search box, the ETF Screener will shortlist ETFs in the database with “aerospace” in their fund names.

4 Features of POEMS’ ETF Screener


The search box is particularly useful if you already have specific ETFs in mind. You can simply type in keywords like “technology”, “internet”, “cloud” etc to search for your ETFs.

Follow these steps:

1. Type in the ticker code, keyword or fund name in the search box.
2. Hit “Enter” on your keyboard. The shortlisted ETFs will be displayed in the table.

OR

Click on the specific ETF to enter the counter page for more information on that ETF.


Display Table

The display table will feature shortlisted ETFs based on your search box and filtered criteria. The table is refreshed in real time as you change your search options.

In addition, the table classifies ETF information under several categories and sub-categories. You may sort the information based on the alphabetical or numerical value in the display table, by clicking on the sub-categories header.

The display table also has a comparison tool to enhance your search. To use this:

1. Select your ETFs by checking their respective boxes in the left column of the display table
2. Click on the “Compare Selected ETFs” button at the bottom of the display table
3. Proceed to sort the selected ETFs based on their information
4. Click on “Reset Filter” to reset your search and filter process

4 Features of POEMS’ ETF Screener


Tool Tips

The filtering tool and display table have many technical terms that may be unfamiliar to you.

Don’t be daunted! The Screener offers a way out.

You can click on the tool tips to display definitions of the categories.

4 Features of POEMS’ ETF Screener


A Complementary Tool, But No Substitute for Your Own Due Diligence

The POEMS’ ETF Screener is only a tool to comb and filter through an exhaustive list of ETFs. It is not the be-all and end-all solution to your investment queries.

Investors should always do their due diligence before committing to any investment decision.

Also bear in mind that the data provided is sourced from a third party, not directly from ETF issuers. So it may not be as up-to-date as the data obtained from the ETF issuers themselves.

We recommend using the Screener to shortlist suitable ETFs for yourself, before proceeding to the ETFs’ product pages on their issuers’ websites for a further understanding. ETF issuers are mandated by exchanges and regulators to update their information daily on their websites.

As usual, whenever in doubt, pick up the phone and speak to your PhillipCapital financial advisor, before trading on the instruments.

Disclaimer

These commentaries are intended for general circulation. It does not have regard to the specific investment objectives, financial situation and particular needs of any person who may receive this document. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person acting based on this information. Opinions expressed in these commentaries are subject to change without notice. Investments are subject to investment risks including the possible loss of the principal amount invested. The value of the units and the income from them may fall as well as rise. Past performance figures as well as any projection or forecast used in these commentaries are not necessarily indicative of future or likely performance. Phillip Securities Pte Ltd (PSPL), its directors, connected persons or employees may from time to time have an interest in the financial instruments mentioned in these commentaries. Investors may wish to seek advice from a financial adviser before investing. In the event that investors choose not to seek advice from a financial adviser, they should consider whether the investment is suitable for them.

The information contained in these commentaries has been obtained from public sources which PSPL has no reason to believe are unreliable and any analysis, forecasts, projections, expectations and opinions (collectively the “Research”) contained in these commentaries are based on such information and are expressions of belief only. PSPL has not verified this information and no representation or warranty, express or implied, is made that such information or Research is accurate, complete or verified or should be relied upon as such. Any such information or Research contained in these commentaries are subject to change, and PSPL shall not have any responsibility to maintain the information or Research made available or to supply any corrections, updates or releases in connection therewith. In no event will PSPL be liable for any special, indirect, incidental or consequential damages which may be incurred from the use of the information or Research made available, even if it has been advised of the possibility of such damages. The companies and their employees mentioned in these commentaries cannot be held liable for any errors, inaccuracies and/or omissions howsoever caused. Any opinion or advice herein is made on a general basis and is subject to change without notice. The information provided in these commentaries may contain optimistic statements regarding future events or future financial performance of countries, markets or companies. You must make your own financial assessment of the relevance, accuracy and adequacy of the information provided in these commentaries.

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IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

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