
Montrose Global Leverage 125 MSCI World UCITS ETF
Tarjoustasot
Tunnusluvut
- Juoksevat kulut0,38%
- OmaisuusluokkaOther
- KategoriaTreidaus - Vivutettu/käänteinen osakkeet
- PerusvaluuttaSEK
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
The Sub-Fund’s investment objective is to seek medium to long-term capital appreciation. The Sub-Fund is passively managed and will seek to achieve its investment objective by passively obtaining leveraged exposure to the MSCI World Index (the “Index”). The Sub-Fund will target 125% exposure (of the Net Asset Value of the Sub-Fund) to the Index and therefore the Sub-Fund will be exposed to a leveraged performance return of the Index.
Vastaavan tyyppisiä ETF:iä
Omistukset
Jakauma
- Muut100%
Asiakkaat katsoivat myös
Foorumi
- ·20.5.It reports 0.38% in fee, then 3M STIBOR + 0.6% units are added. Today (May 20) STIBOR 3m is ~2%. So (0.6+2)*0.25 = 0.65%. So a total of approx. 1.03% in total. Plus maybe a little spread. If you borrow against a global fund, you can get interest deduction. The fund does not get that. (But if you have it via ISK, it will still be zero, because the ISK tax will be higher than the corresponding deduction.)Occupational pensions, though. I don't understand why the offering of leveraged funds isn't much higher for that reason.
- ·1.8.2025I like how this is called "global" and "World" when all companies are in the US except for SAP SE if you look at the main holdings.This is how it looks in all funds that follow "global" indexes. "All Country" indexes also include emerging markets so then it will be about 60% USA instead
- ·2.7.2025The launch date on this one turned out to be lucky, sometimes you have to be flexible I guess
Uutiset
Tunnusluvut
- Juoksevat kulut0,38%
- OmaisuusluokkaOther
- KategoriaTreidaus - Vivutettu/käänteinen osakkeet
- PerusvaluuttaSEK
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
The Sub-Fund’s investment objective is to seek medium to long-term capital appreciation. The Sub-Fund is passively managed and will seek to achieve its investment objective by passively obtaining leveraged exposure to the MSCI World Index (the “Index”). The Sub-Fund will target 125% exposure (of the Net Asset Value of the Sub-Fund) to the Index and therefore the Sub-Fund will be exposed to a leveraged performance return of the Index.
Vastaavan tyyppisiä ETF:iä
Uutiset
Tarjoustasot
Omistukset
Jakauma
- Muut100%
Asiakkaat katsoivat myös
Foorumi
- ·20.5.It reports 0.38% in fee, then 3M STIBOR + 0.6% units are added. Today (May 20) STIBOR 3m is ~2%. So (0.6+2)*0.25 = 0.65%. So a total of approx. 1.03% in total. Plus maybe a little spread. If you borrow against a global fund, you can get interest deduction. The fund does not get that. (But if you have it via ISK, it will still be zero, because the ISK tax will be higher than the corresponding deduction.)Occupational pensions, though. I don't understand why the offering of leveraged funds isn't much higher for that reason.
- ·1.8.2025I like how this is called "global" and "World" when all companies are in the US except for SAP SE if you look at the main holdings.This is how it looks in all funds that follow "global" indexes. "All Country" indexes also include emerging markets so then it will be about 60% USA instead
- ·2.7.2025The launch date on this one turned out to be lucky, sometimes you have to be flexible I guess
Tunnusluvut
- Juoksevat kulut0,38%
- OmaisuusluokkaOther
- KategoriaTreidaus - Vivutettu/käänteinen osakkeet
- PerusvaluuttaSEK
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
The Sub-Fund’s investment objective is to seek medium to long-term capital appreciation. The Sub-Fund is passively managed and will seek to achieve its investment objective by passively obtaining leveraged exposure to the MSCI World Index (the “Index”). The Sub-Fund will target 125% exposure (of the Net Asset Value of the Sub-Fund) to the Index and therefore the Sub-Fund will be exposed to a leveraged performance return of the Index.
Vastaavan tyyppisiä ETF:iä
Uutiset
Foorumi
- ·20.5.It reports 0.38% in fee, then 3M STIBOR + 0.6% units are added. Today (May 20) STIBOR 3m is ~2%. So (0.6+2)*0.25 = 0.65%. So a total of approx. 1.03% in total. Plus maybe a little spread. If you borrow against a global fund, you can get interest deduction. The fund does not get that. (But if you have it via ISK, it will still be zero, because the ISK tax will be higher than the corresponding deduction.)Occupational pensions, though. I don't understand why the offering of leveraged funds isn't much higher for that reason.
- ·1.8.2025I like how this is called "global" and "World" when all companies are in the US except for SAP SE if you look at the main holdings.This is how it looks in all funds that follow "global" indexes. "All Country" indexes also include emerging markets so then it will be about 60% USA instead
- ·2.7.2025The launch date on this one turned out to be lucky, sometimes you have to be flexible I guess
Tarjoustasot
Omistukset
Jakauma
- Muut100%

