2D·

ETF switch

As I am unfortunately strongly affected by the Amundi merger of $LCUW (-0.48%) and will incur very high taxes and fees.

I plan to simplify from World+Emerging+Small Caps to one ETF: $SPYI (-0.79%)

Now, of course, I don't want to end up with the $SPYI (-0.79%) I don't want to experience the same thing again in a few years and wanted to ask you what would be good indicators as to whether I could face a merger with a certain ETF?

The launch date and size of the $LCUW (-0.48%) actually also fit.

Or would the tax domicile in Ireland be a good point?

Thanks for your help :)

6 Comments

Dominik@Dominik_76

In my opinion, the merger was about the fund domicile, as it was still domiciled in Luxembourg. SPDR's acwi imi is cheap, has a large fund volume, is domiciled in Ireland and there is no exact competitor product. There is only the acwi without imi. Apart from the Ftse all World and the Kommer etf, there is also no more broadly diversified etf.

•

Alpalaka@Alpalaka

Take a look at $IWDA with almost 100 billion :)

•

Stefan@Da_Fischi

Difficult, as you say, issue date + size, at least 3 years and fund volume of at least € 500 million is usually recommended. Nobody can guarantee that there will be no mergers in the future. However, Amundi is currently attracting a lot of negative attention in this respect (I am also affected with another ETF $PRAW ). Apart from that, I would just like to point out that $SPYI only has an industry/EM split of approx. 90/10.

•

Frank K.@Gazza

I also paid 3k in taxes. Amundi is a shit store. So you should also consider in which country the ETF is set up. The tax is much due to the country move

•

Alex@Divy

As I understand it, Amundi bought Lyxor some time ago and then realized that they had several ETFs with a similar focus as a result:

https://www.test.de/Fondsschliessungen-Hilfe-mein-Fonds-wird-aufgeloest-5979370-0/

•

TimUppi@TimUppi

@Divy yes exactly i bought most of it as a Lyxor ETF back then

••