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samd_IG

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About samd_IG

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  1. 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.
  2. 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
  3. @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
  4. You can find ETFs using our ETF screener: https://etfscreener.ig.com
  5. 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
  6. 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!
  7. 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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