Subscribers iconSite access
Newsletter signup



home subscribe

Print
Email
Text size
Comment

ETFs are the tool of choice for investors

19 February 2009

Investors are capitalising on tax-efficient opportunities with half of investors holding exchange-traded funds (ETFs) within investment ISAs.

According to Barclays Stockbrokers, trading activity increased significantly in the fourth quarter of 2008, with October experiencing the highest volumes of trading for the whole year.

Figures suggest that trading in ETFs increased by 162 per cent from October to December 2008, compared with the third quarter.

In addition, the number of accounts holding ETFs increased by 23 per cent, assets held by investors increased by 31 per cent, and individual holdings were up by 20 per cent.

Barbara-Ann King, head of proposition at Barclays Stockbrokers, says, ‘As the end of this tax year looms, it is encouraging to see savvy investors combining simple and transparent investments like ETFs with the tax benefits of investing through their ISA.’

User comments

There are currently no comments on this post.

 

Advertisement

Related Content

Interesting links
 

Latest news

picture

L&G chief says insurers can play greater role in pension reform 1 July 2010

Legal & General group chief executive Tim Breedon has backed government ministers Iain Duncan-Smith and Steve Webb’s plans to reform the state pension system. more

 

Top ten  Top Ten Life Funds

Fund Offer 1y 3y 5y
UBS Life Structured Credit A 91.43 294.1 n/a n/a
Skandia Finland FIM Russia 11.14 70.1 -11.0 66.2
Zurich American Property AL G4 43.20 67.9 22.9 28.7
Skandia Finland Alfred Berg Ryssland 0.87 63.2 -21.3 n/a
Skandia Finland JPM New European 2.11 57.6 -18.2 61.1
Merch Inv Sanlam Global Financial S6 109.40 56.1 n/a n/a
Skandia Norway Alfred Berg Ryssland 0.87 50.7 n/a n/a
AXA Jupiter Emerging European Opportunities 221.10 50.7 -10.3 n/a
Winterthur JPM New Europe 193.50 50.4 n/a n/a
AXA Jupiter Emerging European Opportunities PSB 2.21 49.2 -5.1 58.5
 

Pensions in depth

picture

Protection as standard 31 May 2010

Jenny Lowe weighs up the potential for products with unit-linked guarantees in the current market climate. more

 

Guides

picture

Income drawdown 1 March 2010

When preparing for retirement, the various options on offer can seem daunting. Jenny Lowe considers the benefits and drawbacks of opting for income drawdown. more

 

Special Offers