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...It has made investing accessible to the average person in an incredibly durable way,” says Jody Jonsson, vice-chair of Capital Group, the world’s largest active fund manager....
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...The assets had been frozen by authorities in the wake of the western sanctions. The dispute centres on $439mn in funds that VTB held in a JPMorgan account in the US....
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...Yet Vanguard’s popular LifeStrategy funds range (which also feature within my own Isa) have an inbuilt bias towards the UK, which accounts for 25 per cent of the equity component....
...the S&P 500 within another Isa held with Vanguard....
...But the frankest account of why a women’s membership group was needed in the ETF industry — and why it helps to have men in the room — comes from Ross, an industry veteran who was behind the SPDR launch....
...At a meeting held last month, the firm proposed to its board of trustees for Pimco Funds that it consider converting its $141mn Mortgage-Backed Securities Fund from a mutual fund into an ETF, the filing...
...The US equity market accounts for an “astonishing” 60.5 per cent of global stock market capitalisation, according to research by Elroy Dimson of the University of Cambridge and Paul Marsh and Mike Staunton...
...The problem comes in how these investments are accessed to fund the monthly withdrawal....
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...Like the Dow Jones in the US, the Nikkei is an old-fashioned price-weighted benchmark. It is simply an average of all the share prices....
...“The fees they get are not amazing,” says Alex Blostein, an analyst at Goldman Sachs....
...The firm implemented an alert that would notify when such products were held more than 30 days, but the firms “almost immediately deactivated this alert after it resulted in over 2,000 hits per day”....
...“ETFs continue to gain market share from mutual funds,” Todd Rosenbluth, head of research at VettaFi, wrote in a report last month....
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...As a keen believer in reinvesting dividends to increase the number of shares held in a good, solid company, I’m still a fan today....
...Another blow for the retail investor community came with the government’s legislation on the rights of nominee holders at the implementation of Crest, an electronic settlement system, in 1996....
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