jaizan’s Activity

Today

NL

Boards Post

jaizan replied to the Investment Trusts & Unit Trusts board. 4 hours ago

Re: Aberdeen Asian Income

AAIF is my longest standing investment trust holding.

AAS is my largest holding of the entire portfolio. That has done very nicely for me.

Both are out of fashion at the moment, but I see no reason to do anything other than add to [more]

Tue Nov 17

NL

Boards Post

jaizan replied to the Investment Trusts & Unit Trusts board. 22:58

Re: Best performing ITs over 30 years

Should read "fund or trust". Sorry. [My comments are applicable to both, even if this is an IT forum]

NL

Boards Post

jaizan replied to the Investment Trusts & Unit Trusts board. 22:57

Re: Best performing ITs over 30 years

Charges definitely matter.

If you pay 1.5% in charges for 30 years, that's 36.5% of your return lost.

If you pay 1.5% to your fee or trust and another 0.5% to your platform, that's 45.5% of your return lost.


Obviously [more]

NL

Boards Post

jaizan replied to the Exchange Traded Funds (ETFs) board. 22:45

Re: ETF Tracks The Index, but no dividends?

RenkoYuza,

Thank you for your comments.
As the benchmark is not a total return index, I think it is correct of me to expect the etf to demonstrate some excess return above the benchmark.
I expect that excess return to correspond to [more]

Thu Nov 12

NL

Boards Post

jaizan replied to the Exchange Traded Funds (ETFs) board. 23:00

Re: ETF small caps

I would suggest Investment Trusts make a nice alternative for small caps. There are a couple of them with long term outperformance records that mean they really earn the fees. SLS has done very well in the 10 years that Harry Nimmo has been there.

NL

Boards Post

jaizan replied to the Exchange Traded Funds (ETFs) board. 21:53

Re: ETF Tracks The Index, but no dividends?

Thank you.

OK, so on the basis that this is an accumulating fund, I would expect to see it outperforming the index by around 3.4% less fees each year. Perhaps 2.5%.

I do not see that. Actually it appears to track the index very [more]

Tue Nov 10

NL

Boards Post

jaizan posted to the Exchange Traded Funds (ETFs) board. 21:06

ETF Tracks The Index, but no dividends?

I find the lack of visibility with etf & index dividends to be very inconvenient.

Example
iShares MSCI Poland UCITS ETF which tracks the MSCI Poland Index

The dividend yield on that index is over 3%.
The ETF tracks the [more]

Boards Stats & Trivia

One star, 50 posts
Board Posts 88
Recs Received 50
People who have rec'd these posts 47
Recs to Posts Ratio (last 30 days) N/A
Threads Started 8
Threads Started Percentage 9.09 %
Most Frequent Board Investment Trusts & Unit Trusts
Very First Post ETF Transparency (05/01/2010)
Percentage of Posts Rec'd 25.00 %
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