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

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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.

 

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