7Mes·
1
13 Commenti

immagine del profilo
0.75% TER would be too high for me 🤷‍♂️
9
immagine del profilo
Since private equity per se is much more difficult to access, I think the TER is still okay. I have the ETF in my custody account and save for it monthly. There is also the clear advantage of the fund domicile with regard to withholding tax. A number of large private equity companies are based in the USA, which means that distributions from these companies are also subject to withholding tax.
2
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immagine del profilo
interesting sector in itself but I would pick individual companies here, the TER would only not be too high for me if it outperforms the MSCI World in the long term, which it does not.
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immagine del profilo
For me, the risk/reward ratio is not right: too high volatility and maxDD in relation to the expected return.
immagine del profilo
Nothing Either you have the necessary small change for the real companies behind it or you leave it alone. As most of them cause more costs than effective returns. It is also a good idea to read a data sheet to understand where investments are being made. And being blinded only by the return is the wrong approach.
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