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About samd_IG

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