Sponsored Content: Smart Investment strategies stand to significantly reduce execution fees

  • 📰 dailymaverick
  • ⏱ Reading Time:
  • 40 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 19%
  • Publisher: 84%

Business News News

Business Business Latest News,Business Business Headlines

It’s common knowledge that when you engage in financial transactions a range of costs are incurred. But investors may not fully appreciate the long-term impact of these costs on their total return. Whether a fund is actively or passively managed, you ...

When investing in the equity market, be it in your personal capacity or via a professional investment manager, the following explicit transaction costs apply:VAT , currently 15%Securities Transfer Tax at a rate of 0.25% on the purchase of a security, andA practical example helps highlight the impact of these costs on investments. Take a R10,000,000 investment in a hypothetical FTSE/JSE Top40 portfolio.

Consider the same R10,000,000 investment but using FTSE/JSE Top40 Futures contracts instead of the physical shares. When entering the contracts, the investor gains the same effective exposure as purchasing the underlying shares but, critically, at a fraction of the execution costs. Execution costs applicable in this instance are:Clearing fees of 0.

The value of investments may go up as well as down, and past performance is not necessarily a guide to future performance.This document is for information purposes only and does not constitute or form part of any offer to issue or sell or any solicitation of any offer to subscribe for or purchase any particular investments. Opinions expressed in this document may be changed without notice at any time after publication.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 3. in BUSİNESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

With industry-first features, this smartphone films videos like no otherSPONSORED | The new HONOUR Magic4 Pro puts you in the director’s chair with its powerful triple camera and tech that brings Hollywood-style colours and moods to your everyday content. honorafrica
Source: TimesLIVE - 🏆 28. / 59 Read more »