Although most investors would be familiar with ASX-listed shares to build wealth, ASX’s Investment Product range extends beyond shares and includes:

• Exchange Traded Products (ETPs);
  
• mFunds;
• Listed Investment Companies and Trusts (LICs and LITs);
• Australian Real Estate Investment Trusts (A-REITs); and
• Infrastructure Funds, which encompass a broad range of investment objectives. 

There are currently more than 600 Investment Products available on ASX. To assist investors with their research, ASX publishes a comprehensive Investment Products Monthly Report which is available on the ASX website free of charge and is updated on a monthly basis. 

The ASX Investment Products Monthly Report uses data supplied by an array of data partners (such as Iress and Bloomberg), Investment Product Issuers and ASX’s own internal database. It provides data going back to 2017.

So, whether you are a novice or a seasoned investor, the ASX Investment Products Report can be a useful tool that you can use to conduct your research and compare your different investment options.

• Fund size;
• Listing date;
• 1 month, 1 year, 3 year and 5 year performance returns;
• Trading activity and liquidity;
• Historical distribution yield;
• Average bid/offer spread; and
• Management expense ratio.

The ETP Spotlight table is also available in an Excel version which enables ETPs to be filtered by fund size, average bid/offer spreads, performance, trading activity or etc.

• Market capitalisation;
• Listing date;
• 1 month, 1 year, 3 year and 5 year performance returns;
• Premium/discount to Net Tangible Assets (NTA);
• Trading activity and liquidity; and
• Historical distribution yield.

The LIC/LIT Spotlight Table is also available in an Excel version which enables LICs/LITs to be filtered by market capitalisation, performance, premium/discount to NTA, trading activity etc.

mFunds

mFunds are open-ended unlisted funds available on ASX that provide exposure to a basket of underlying securities.

The ASX Investment Products Report contains a breakdown of the mFund market including funds under management, growth, asset class breakdown and the most frequently transacted mFunds on a monthly basis.

ASX also publishes data on each individual mFund in the mFund Spotlight table.

The mFund Spotlight table categorises each mFund by its asset class and includes key statistics such as:

• Fund size;
  
• Admission date;
• Inflows and outflows;
• Returns over a 1 month, 3 month, 1 year, 3 year and 5 year period;
• Transaction activity; and
• Management expense ratio.

The mFund Spotlight table is also available in an Excel version which allows mFunds to be filtered by fund size, performance, transaction activity, management expense ratio etc.

ASX also publishes granular detail on each A-REIT and Infrastructure Fund in the A-REIT and Infrastructure Funds Table.

The A-REITs and Infrastructure Funds Table categories each product by its asset class and includes key statistics such as:

• Admission date;
  
• Market capitalisation;
• Returns over a 1 month, 3 month, 1 year, 3 year and 5 year period; and
• Transaction activity and liquidity.

The A-REITs and Infrastructure Funds Table is also available in an Excel version which enables A-REITs and Infrastructure Funds to be filtered by market capitalisation, performance, transaction activity etc.