Can this please be added?
OCF 0.05%
It’s not been around for long but performance so far:
This is actually not a new fund, but a continuation of LU2089238203 since its domicile has been moved from Luxembourg to Ireland.
So there already is some history to this fund.
And same goes for the distribution version of this fund - IE000QIF5N15 - which is preceded by LU1931974692.
Amundi has a reputation for liquidating, merging and reshaping funds, on the back of their many mergers and acquisitions. Often with little notice, or with easy to miss comms (we all have a life). Lyxor is the latest, Allianz could be next.
Would you trust them with a sizable chunk of your wealth?
Would you trust them if you stop checking the portfolio daily and do it weekly or monthly?
My answer is no, I wouldn’t.
Yeah I’m surprised they don’t utilise TRE more if essentially it’s the same product, but you know if it’s not on the platform, you can’t buy into it here
It’s a cross between HMWO and VWRP as far as I can see which currently I’ll stick to. FWRG is also an option. They all have last I checked 0.13%, 0.22% and 0.15% OCFs.
I’ve always been wary of Amundi/ Lyxor ETFs. Some can have tax implications for UK investors, so I avoid them all.
What’s happening with PRIW is a good example of why I swerve them. The ETF it’s being absorbed into isn’t yet Isa-eligible due to post-Brexit changes to passporting systems etc.