Issuer popularity: We select ETFs issued and managed by internationally acknowledged firms with a confirmed observe report, like iShares, Amundi, and Vanguard. This ensures confidence within the administration and expertise dealing with investor property.
ETF measurement and period: We go for ETFs with substantial property underneath administration and an extended market presence, indicating stability, liquidity, and decrease threat of closure.
Value effectivity: Our focus is on ETFs with low Whole Expense Ratios (TERs), as decrease prices can considerably influence long-term profitability.
Regulatory compliance: We solely choose UCITS-regulated ETFs, guaranteeing adherence to stringent regulatory necessities for investor safety and transparency.
Tax effectivity: We prioritize tax-efficient ETFs in Europe, rigorously deciding on domiciles with favorable tax treaties to cut back withholding taxes on dividends and optimize capital positive factors tax buildings. This method enhances internet returns for traders and ensures broad market publicity, contributing to a well-balanced funding portfolio.
Low monitoring error: ETFs in our portfolio exhibit low monitoring errors, guaranteeing that they carefully observe their benchmark indices.
Dividend distribution technique: We favor accumulating ETFs, the place dividends are reinvested, to cut back tax burdens and defer tax funds till the sale of the ETFs.
Replication technique: Our choice leans in the direction of bodily replicated ETFs, minimizing extra third-party dangers related to artificial replication.
