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samd_IG

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About samd_IG

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  1. Hi @TrendFollower That's a great point. We can certainly include detail on our latest holdings and performance in Community posts going forwards. For now, the table below shows our current positioning for all five portfolios. After you have added an account in My IG, we show what goes into each portfolio inside the platform. A breakdown of our performance against our benchmarks can be found here too: https://www.ig.com/uk/investments/smart-portfolios/performance We show our performance across different time periods to allow you to compare us against other investment managers. For example, our Aggressive portfolio has returned -4.4% over the last 12 months. Whereas Nutmeg's most risk-taking portfolio returned -12.7% over the same period. Both these portfolios use the same benchmark: ARC GBP Equity Risk Private Client Index, which returned -10.0% over the last 12 months. This benchmark includes managed portfolios across the industry that take on 80%-120% of global equity risk. As mentioned above, it has been a challenging time for investors and we hope to continue to outperform the competition and our benchmarks. We'd like to help people manage the core of their investments by using a Smart Portfolio so if you have any more questions let me know.
  2. The first quarter of 2020 was a challenging time for investment managers and those managing their own money. We're pleased to report that although our five Smart Portfolio lost value over the quarter, we outperformed our benchmarks by a wide margin. We also took the opportunity to make some changes to the portfolios. You can read more here, and if you have questions please let us know below.
  3. Recently I have seen lots of cases on Twitter where people have confused themselves over what the Purchasing Manager Index data shows When China posted a reading of 52.0 for March, after falling to 35.7 in February, there was a lot of talk of a V-shaped recovery. This not true. More here: https://www.ig.com/uk/investments/education/2020/04/21/purchasing-manager-index--how-not-to-read-this-leading-economic-
  4. Hi, The ETF must have a Key Investor Document (KID) for it to be available to UK investors. A couple of examples for the energy sector could be: SPDR MSCI World Energy UCITS ETF (WNRG) Xtrackers MSCI USA Energy UCITS ETF (XUEN) Amundi ETF MSCI Europe Energy UCITS ETF (ANRJ) A key considerations to make when investing in a sector ETF is which region does the ETF give you exposure to? You can click on the Factsheet to see this via the ETF Screener. If you spot any that we don't have on the platform already just let us know and we can look to add them.
  5. Also, the link below to our ETF Screener will let you see other ETFs that you could use to gain exposure to the FTSE 250 index. Please note that the expense ratio for the Vanguard ETF (VMID) is actually 0.10%, not 0.00%. I'll look into why the correct data from the fact sheet is not feeding through properly. https://etfscreener.ig.com/?cols=AssetClass,Currency,ExpenseRatio,NetAssets,PrimaryExchange,ReturnM12&filters=GlobalSector,ISA,LeveragedFund,UCITS&map=null&ISA=Yes&search=FTSE 250&page=1&sortCol=NetAssets&sortDir=-1
  6. @aabrocks You can set up a standing order for your Smart Portfolio from £50 a month https://www.ig.com/uk/help-and-support/investments/ig-smart-portfolios/how-do-I-add-funds-to-my-account
  7. You can find ETFs using our ETF screener: https://etfscreener.ig.com
  8. You can see a list of the trades you have made over a given period by going into the Share Dealing platform > History > Go to older trades > Transactions > Edit your timeframe > Client Consideration > View History. Screenshot below. Hope that helps
  9. If you are just finding the TER for the portion of your portfolio that is invested in assets that have an annual expense then I would recommend either using weights for this part that sum to 100%, or to gross up the weights as shown in the screenshot below. Both methods should get to the same answer, which I've calculated as 0.19% (2 d.p) That should do the trick. Let me know if you've any other questions!
  10. Hi @theshidoshi The answer is C. You need to weight the TER of each ETF by its weight in your portfolio. In Excel, if you had the weights in column A and TER’s in column B, you could use the SUMPRODUCT function to find the TER for your portfolio. I’ve calculated this for you and I got a TER of 0.1685%. Let me know if you've got any other questions! Kind regards, Sam
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