ETFs The rising stars. Master Investor Show 2017

Transcription

1 ETFs The rising stars Master Investor Show 2017

2 Who is Sel3rade? An award winning investment pla;orm that delivers guidance, and Trade shares, mutual funds, ETFs all in one place Access to live market data and news Alerts and watchlists ISAs and SIPPS, growth and calculators Monthly newslegers and weekly Sel3rade is part of the Group plc.

3 Today investors face many challenges #1 Costs & charges #2 complexity

4 ETFs Exchange Traded Funds (ETFs) are big of shares which are pooled together into one easy to manage basket. They can track a stock market index, such as the FTSE 100 or even a sector q vehicle of choice in the USA q Assets over $3 trn in the USA q Investors can buy or sell at of the trading day at a known price q Typically much cheaper to own than a mutual fund

5 ETFs can help diversify risk

6 Asset class performance over 16 years High US Grade 2 38% % % 6 9% 8% 7% High - US Grade 8% High -7% US -2 4 High 29% US 29% 2 2 High 1 1 US 1 1 High % Grade Grade 28% US 8% 1 US Grade High 1 Grade 1 US Grade High Grade - -19% High 58% 38% US 2 High US -37% -39% -4 19% 19% 17% High 1 US Grade Grade 17% 7% Grade High US - High 29% 19% 17% US Grade 1-8% % US High Grade - 8% Grade 8% US Grade High - High - - US % Grade % -48% % -2

7 So how can Sel3rade help? q The SelOrade best 100 ETFs or rising stars q Analysis conducted by ITI Group using factors such as liquidity, volume, costs, spreads q Concise understandable names and categories making it easier to find q Alerts for ETFs not doing what they should!! q Matching service to compare a mutual fund to a lower cost alterna@ve ETF q Suite of risk adjusted ETF porwolios

8 In conclusion q More people are inves@ng than ever before and taking control of their financial lives q The growth of ETFs in the USA is a strong indica@on of the future here in the UK ETFs will expose the closet tracking mutual funds q At SelOrade we are launching the tools that investors need to build their own low cost ETF porwolios

9 Thanks for and enjoy the show Meet the SelOrade team at stand The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance. SelOrade is a trading name licensed to Equini@ Financial Services Limited ('EFSL'). EFSL does not provide investment advice. You should seek independent advice if you are uncertain about a product. Equini@ Limited and Equini@ Financial Services Limited are part of the Equini@ Group. Their registered offices are Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA, United Kingdom. Company share registra@on, employee scheme and pension administra@on services are provided through Equini@ Limited, which is registered in England & Wales with No and general insurance services are provided through Equini@ Financial Services Limited, which is registered in England & Wales with No and is authorised and regulated by the UK Financial Conduct Authority. 9