ETFs can contain many types of investments, including stocks, commodities, bonds, or a mixture of investment types. An exchange-traded fund is a marketable security, meaning it has an associated price that allows it to be easily bought and sold.
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“So What!”, you may ask.
ETFs are ‘like’ stocks, in that they have their own market price and can be traded throughout the day, as they track and react to the overall index in real time.
The So What is; that we can react at any time on any trading day, to take advantage of movements in any direction, at low cost.
In 2008, there was $700Bn invested in ETFs. In 2018, there was $4.7Tn* invested in ETFs. We think that tells its own story!
We think ETFs will help your investments smooth out the bumps and lumps in the road to a brighter investment future. We know from recent research that 78% of adults in the UK would rather be “safe than sorry” with their money** See our Portfolios!
An exchange-traded fund (ETF) is a basket of securities that trade on an exchange, just like a stock.
ETF share prices fluctuate all day as the ETF is bought and sold; this is different from mutual funds that only trade once a day after the market closes.
ETFs can contain all types of investments including stocks, commodities, or bonds; some offer U.S. only holdings, while others are international.
ETFs offer low expense ratios and fewer broker commissions than buying the stocks individually.
An ETF is called an exchange-traded fund since it’s traded on an exchange just like stocks. The price of an ETF’s shares will change throughout the trading day as the shares are bought and sold on the market. This is unlike mutual funds, which are not traded on an exchange, and trade only once per day after the markets close.
An ETF is a type of fund that holds multiple underlying assets, rather than only one like a stock. Because there are multiple assets within an ETF, they can be a popular choice for diversification.
An ETF can own hundreds or thousands of stocks across various industries, or it could be isolated to one particular industry or sector. Some funds focus on only U.S. offerings, while others have a global outlook. For example, banking-focused ETFs would contain stocks of various banks across the industry.
The value of an investment in the ACUMEN Portfolios or Tavistock PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance.
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