I’ve been playing about with a few investment ideas and come up with a fund only consideration.
Instead of managing my portfolio of 40 separate stocks if I sold and put the proceeds in to a fund it comes up with a better overall projected forcast.
As an income investor long term I look for value of yield above all. I have a about 5 recovery growth plays going on but nothing huge.
So I was looking at SMIF for a monthly return which I’d have in a pie set up to reinvest at this stage. This produces more than all the yields over a year from my regular shares.
Anyone else done this?
Davey
There are plenty stats out there, and I think they say in general that private investors struggle to beat returns compared to a simple index fund approx 70% of the time, and fund managers 52%.
In that basis I’m mostly in simple equity tracker funds so I sort of do what you are proposing in most part.
You can select one etf or multiple to average things out.
Been (and still am) on the same journey … and after a lot of researching finally settled for an ETF following a global index. The ETF is iShares MSCI ACWI UCITS ETF.
I still have some individual stocks I believe in, but overall, the monthly investment goes into the global index. I always come back to the argument: if it was easy (beating the market), everyone would do it! 
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That’s kind of what caused my own doubt. If it’s that easy why are more people not talking about it?
Thank you for taking the time. It’s certainly going to be more manageable than what I do now. Oddly it still feels like a high hurdle to jump.
What’s the ticker? Seems to be a few similar
There are different tickers, depending on the currency and exchange:
| Exchange | Ticker | Currency | Listing Date | SEDOL | Bloomberg Ticker | RIC |
|---|---|---|---|---|---|---|
| Bolsa Mexicana De Valores | ISAC | MXN | 03/Nov/2017 | - | ISAC LN | - |
| Deutsche Boerse Xetra | IUSQ | EUR | 02/Apr/2012 | BVFZHW7 | IUSQ GY | IUSQ.DE |
| London Stock Exchange | SSAC | GBP | 24/Oct/2011 | B6R51T5 | SSAC LN | SSAC.L |
| London Stock Exchange | ISAC | USD | 24/Oct/2011 | B6R5225 | ISAC LN | ISACI.L |
| SIX Swiss Exchange | SSAC | USD | 10/Apr/2015 | BWVD799 | SSAC SW | SSAC.S |
| Tel Aviv Stock Exchange | iSFF505 | ILS | 05/Aug/2019 | BK8Y9N9 | iSFF505 IT | iSFF505.TA |
That explains it. Thank you for giving the list