Before you invest in ETFs you need to know how to read A Fund Factsheet/Minimum Disclosure Document (MDD)
[A thread]
Use images for reference
[A thread]
Use images for reference
FUND FLAVOUR 😊
1. U are ready to risk more money for a chance of higher profits than an investor with low risk tolerance
2.Based on platform in use when buying ETF I guess, no minimum on EasyEquities
3.ETF pays dividends
Check their div pay-out history
za.investing.com
1. U are ready to risk more money for a chance of higher profits than an investor with low risk tolerance
2.Based on platform in use when buying ETF I guess, no minimum on EasyEquities
3.ETF pays dividends
Check their div pay-out history
za.investing.com
PERFORMANCE
Determine continuation/increase investment in ETF. In terms of performance,
📌1 year return= 21.13 %
📌5-year return= negative 6.22 %
Note: SA property disappointed recent years said analysts who also said that its slowly recovering
businesstech.co.za
Determine continuation/increase investment in ETF. In terms of performance,
📌1 year return= 21.13 %
📌5-year return= negative 6.22 %
Note: SA property disappointed recent years said analysts who also said that its slowly recovering
businesstech.co.za
PORTFOLIO
Where is management investing your funds e.g stocks, bonds, or cash.
📌This fund invests in SA-listed companies investing in real estate. E.g 17.94% of the fund is invested in Growthpoint Properties Real Estate Investment.
NB:Fund usually shows the top 10 holdings
Where is management investing your funds e.g stocks, bonds, or cash.
📌This fund invests in SA-listed companies investing in real estate. E.g 17.94% of the fund is invested in Growthpoint Properties Real Estate Investment.
NB:Fund usually shows the top 10 holdings
FEES
Fund has human managers re-balancing fund for U every quarter, so this section shows what it cost to invest in this ETF.
📌ETF costs 0.52% a year to invest in, e.g if you invest R10,000, it will cost you R52 a year in fees.
NB: Low fees are always your friend 😊
Fund has human managers re-balancing fund for U every quarter, so this section shows what it cost to invest in this ETF.
📌ETF costs 0.52% a year to invest in, e.g if you invest R10,000, it will cost you R52 a year in fees.
NB: Low fees are always your friend 😊
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