Global X has announced the estimated distribution amounts for a variety of its ASX exchange-traded funds (ETFs).

The ex-dividend date is Friday, 2 October.

In order to be eligible to receive an upcoming distribution, you must own the ASX ETF before it goes ex-dividend.

Global X reveals next lot of dividends for ASX ETFs

Here are the distribution amounts, rounded to two decimal places.

Global X will confirm the final payment figures tomorrow.

Investors will receive their distributions on 19 October.

Global X is offering a distribution reinvestment plan (DRP) for all of these ASX ETFs.

If you would like Global X to use your dividends to buy more units, you must complete a DRP election form.

Global X registrar, Computershare Ltd (ASX: CPU), needs to receive your DRP election form by 5pm AEST tomorrow.

ASX ETF name	Distribution amount
Global X Australia 300 ETF (ASX: A300)	44.32 cents per unit
Global X S&P/ASX 200 Covered Call Complex ETF (ASX: AYLD)	11.14 cents per unit
Global X Australian Bank Credit ETF (ASX: BANK)	6.34 cents per unit
Global X Australia ex Financial & Resources ETF (ASX: OZXX)	9.32 cents per unit
Global X Nasdaq 100 Covered Call Complex ETF (ASX: QYLD)	8.54 cents per unit
Global X Russell 2000 ETF (ASX: RSSL)	1.43 cents per unit
Global X USD High Yield Bond (Currency Hedged) ETF (ASX: USHY)	12.42 cents per unit
Global X USD Corporate Bond (Currency Hedged) ETF (ASX: USIG)	10.44 cents per unit
Global X US Treasury Bond (Currency Hedged) ETF (ASX: USTB)	8.13 cents per unit
Global X S&P 500 Covered Call Complex ETF (ASX: UYLD)	6.29 cents per unit
Global X S&P/ASX 200 High Dividend ETF (ASX: ZYAU)	16.52 cents per unit
Global X S&P 500 High Yield Low Volatility ETF (ASX: ZYUS)	12.81 cents per unit

Vanguard has also announced its next batch of estimated distributions for its ASX ETFs.

They include the most popular ETF on the Aussie market, Vanguard Australian Shares Index ETF (ASX: VAS), as well as Vanguard Australian Shares High Yield ETF (ASX: VHY), and Vanguard MSCI Index International Shares ETF (ASX: VGS).

The ex-dividend date for Vanguard distributions is tomorrow. Vanguard will pay investors on 16 October.

BlackRock has also announced its next lot of estimated distributions for iShares S&P 500 ETF (ASX: IVV) and many others.

Those ETFs have already gone ex-dividend. BlackRock will pay its ETF investors on 9 October.

A group of 15 other ASX stocks and REITs are going ex-dividend this week.

The post ASX ETF dividends: Global X reveals next payments appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has positions in Vanguard Australian Shares High Yield ETF and Vanguard Msci Index International Shares ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended iShares S&P 500 ETF. The Motley Fool Australia has recommended Vanguard Australian Shares High Yield ETF, Vanguard Msci Index International Shares ETF, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There has been a sell-off among some of the real estate investment trusts recently, which analysts argue is creating a buying opportunity.

I’ve selected two research reports published this week that make the case that the trusts in question have been oversold and are now worth a look for investors.

Let’s see who the analysts like.

HomeCo Daily Needs REIT (ASX: HDN)

HomeCo is down nearly 20% on a 12-month basis and is trading not far above its low for the period.

The shares have been sold off, particularly since the release of HomeCo’s results on 13 August.

Bell Potter has run the ruler over the company and believes the shares now represent good value.

One major selling point is the dividend yield, which is now sitting at 8.2%.

Bell Potter also argues that the sell-off in the shares has been overdone.

The broker said:

The stock has fallen 13.3% since results and underperformed peers over 3 months, a reaction we view as disproportionate to the underlying 2.2% FY27 earnings decline.  

Bell Potter said they expected earnings to trough this financial year, with growth returning in FY28 as the cost of debt reduces, assets are sold, and developments are completed.

The broker added that retail supply was lagging demand, “driving vacancy down and rental growth up”.

Bell Potter has a buy recommendation on HomeCo shares with a price target of $1.20 compared to $1.08 currently.

Charter Hall Group Ltd (ASX: CHC)

UBS believes Charter Hall has been oversold since early August and calls the company a “top pick” in the real estate sector.

The broker said:

Of the large cap REITs, CHC’s relative returns are most negatively correlated to bond yields which are up ~50bp in the past two months. While rising yields are clearly a headwind for the business (e.g. via lower valuations and transaction volumes), we think the market is assigning too much weight to a downside outcome despite a more resilient earnings base this cycle.

UBS said the market was likely wary of the shares, which were heavily sold off during the last interest rate increase cycle in 2022-23.

But the broker said the current rate cycle is far less dramatic, and “property values should hold up better given sharp devaluations booked across 2022-24”.

UBS has slightly reduced their price target on Charter Hall from $24.50 to $24, but that’s still well above the current level of $18.56.

Charter Hall is valued at $8.38 billion.

The post 2 ASX real estate funds that could return 23% to 35% appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended HomeCo Daily Needs REIT. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Aussie share market is having a strong session on Wednesday.

The S&P/ASX 200 Index (ASX: XJO) is currently up 0.96% to around 8,792 points after climbing as high as 8,797 points earlier today.

That puts the benchmark at its highest level in around 3 weeks and has it knocking on the door of 8,800 points again.

There’s plenty of buying across the market as well.

At the latest check, 149 shares were trading higher, compared with just 44 in the red and 7 unchanged.

But what I find interesting is where the rally has come from.

Wall Street didn’t give the local market much to work with overnight, with the Dow Jones Industrial Average Index (DJX: .DJI), S&P 500 Index (SP: .INX), and Nasdaq Composite Index (NASDAQ: .IXIC) all finishing slightly lower.

Instead, it appears investors have found something to like much closer to home.

Inflation comes in below expectations

The big move higher came shortly after the latest inflation figures landed at 11:30am AEST.

The Australian Bureau of Statistics (ABS) revealed that the Consumer Price Index (CPI) rose 4% over the 12 months to August.

That’s up from 3.5% in July and is the highest annual inflation rate since May 2024.

But there was some better news in the numbers.

Economists had been expecting headline inflation to come in at 4.1%, while prices rose 0.4% during August.

That compares with the 0.5% increase economists had predicted.

Underlying inflation was also slightly softer.

The trimmed mean CPI rose 0.2% for the month, below forecasts for a 0.3% increase, while the annual rate remained at 3.6%.

And that was enough to get investors buying.

Bond yields moved lower following the release.

Traders also scaled back expectations for another interest rate hike in November.

That comes just one day after the Reserve Bank of Australia (RBA) lifted the cash rate by 25 basis points to 4.6%.

ASX shares rally

The shift in interest rate expectations has helped lift shares across much of the market.

Northern Star Resources Ltd (ASX: NST) is leading the way, with its shares up 6.74% to $24.86.

The gold miner is rallying amid reports that Gold Fields could return with an improved takeover offer after its initial proposal was rejected.

REA Group Ltd (ASX: REA) shares are also having a good day, climbing 4.55% to $155.57 after receiving a broker upgrade from Bell Potter.

Elsewhere, Goodman Group (ASX: GMG) shares are up 2.92% to $26.94, while Wesfarmers Ltd (ASX: WES) shares have gained 2.82% to $76.45.

The big miners are also helping push the index higher.

BHP Group Ltd (ASX: BHP) shares are up 0.9% to $61.18, while Rio Tinto Ltd (ASX: RIO) shares have added 0.95% to $165.93.

The post Why has the ASX 200 jumped to its highest level in 3 weeks? appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Wednesday
• How much do I need in my superannuation to retire comfortably at age 67?
• Here are the top 10 ASX 200 shares today
• ASX 200 slips as RBA boosts interest rates to 15-year highs
• ASX 200 holds steady as investors brace for a big afternoon

Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group and Wesfarmers. The Motley Fool Australia has recommended BHP Group, Goodman Group, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.