magazine archive
magazine archive
Exchange-Traded Funds
ETF providers quick to launch more ethical funds
Thursday 15 Oct 2020Exchange-traded funds (ETFs) with an ethical tilt are all the rage with most of the big investment firms looking to bring out new products with an ESG (environmental, social and governance) flavour. It’s easy to understand the appeal. ETFs provide a low cost way to invest ethically, and because...
Accessing small caps through ETFs
Thursday 13 Aug 2020Exchange-traded funds (ETFs) are often associated with the largest, most liquid stocks in the market, but in fact you can use them to gain exposure to small companies too. But why would you want to hold them through ETFs, what are the risks, and what are your options when it comes to choosing a...
Removing currency risk on overseas-focused ETFs
Thursday 04 Jun 2020When looking to invest in a certain region like the US, Japan or the Eurozone, exchange-traded funds (ETFs) can be a very useful tool. They give you a broad and cost efficient exposure to the country’s stock market which helps capture a decent amount of the upside, and also offers the benefit of...
High yield corporate bond ETFs are looking more attractive
Thursday 14 May 2020In the middle of March when the world suddenly became aware of the economic consequences of the virus pandemic, the high yield or junk bond market almost became dysfunctional, according to Invesco fund manager Rhys Davies. Trading became very difficult as volumes shrank and prices fell (causing...
Socially responsible investing: a stricter form of ESG
Thursday 16 Apr 2020If you want your money to be invested in a morally correct way, looking at funds with the ‘socially responsible investing’ (SRI) tag may be a way to do it. SRI is an attempt by those in the fund management world to apply a stricter and more focused style of ESG (environmental, social and governance...
Socially responsible investing: a stricter form of ESG
Thursday 16 Apr 2020If you want your money to be invested in a morally correct way, looking at funds with the ‘socially responsible investing’ (SRI) tag may be a way to do it. SRI is an attempt by those in the fund management world to apply a stricter and more focused style of ESG (environmental, social and governance...
Will ETFs reinvest dividends for you?
Thursday 05 Mar 2020Just as when you invest in a regular mutual fund, if you’re looking to put money in an exchange-traded fund (ETF) it’s also important to choose the right share class. An increasing number of ETFs, certainly those from big providers like iShares and Vanguard, will have either accumulating (acc) or...
Guess how many ETFs have beaten Fundsmith since it launched?
Thursday 06 Feb 2020Since its inception in November 2010 Terry Smith’s Fundsmith Equity Fund (B41YBW7) has been one of the fund management industry’s big success stories. It has achieved a return of 386.4% and has attracted so much money from investors that it now commands more than £18bn of assets under management...
Why the 'lowest cost' ETFs aren't always the cheapest
Thursday 16 Jan 2020How low can you go? Typically asked during a game of limbo, it has been a question increasingly posed by investors in exchange-traded funds (ETFs). Pitched as a simple way to invest at a cheaper price than using the services of a fund manager, ETFs can invest in stocks for a charge as low as 0.04...
ETFs to track small caps in the US, UK and Japan
Thursday 05 Dec 2019There is a reason why some investors think the best things come in small packages. Smaller companies, just by virtue of their size, have more significant growth potential and could increase their revenue at a rapid rate if things are going well. With higher reward comes higher risk however, and...