ETF bank ETF's

Discussion in 'Shares & Funds' started by kevinb, 11th Apr, 2009.

Join Australia's most dynamic and respected property investment community
  1. kevinb

    kevinb Active Member

    Joined:
    1st Jul, 2015
    Posts:
    43
    Location:
    MENAI
    Hi All

    Has anyone had any dealings with some of the ETF's that are on offer from the banks:

    I have found 4 so far:

    ANZ - On line investment account ASX 200 - 1% fees + 0.25% transaction

    Bankwest - Top 200 - 0.98%

    Westpac - Bluechip 200 - 0.6% + trailer + .825% that could be charged by BT if you dont via a planner, includes margin loan of 50%

    NAB - Via MLC - pushes Vanguard

    Just started some research and also come across tailored equity collars from Macquarie that come with insurance that you obviously pay for.

    Rgds

    kevinb
     
  2. Simon Hampel

    Simon Hampel Founder Staff Member

    Joined:
    3rd Jun, 2015
    Posts:
    12,414
    Location:
    Sydney
    Are these ETFs or SMAs ?
     
  3. kevinb

    kevinb Active Member

    Joined:
    1st Jul, 2015
    Posts:
    43
    Location:
    MENAI
  4. ashes

    ashes Well-Known Member

    Joined:
    19th Jun, 2015
    Posts:
    110
    Location:
    Brisbane
    Blue Chip 20 is a Separately Managed Account (SMA) not an ETF. As you own the Shares direct, and not a share of a Trust.
     
  5. AsxBroker

    AsxBroker Well-Known Member

    Joined:
    1st Jul, 2015
    Posts:
    1,075
    Location:
    Sydney, NSW
    ETF run by State Street PDS refers to SPDRs and also refers to being listed on ASX http://www.anz.com/aus/invest-and-i...ccount/PDFs/ANZOnlineInvestmentAccountPDS.pdf

    Was unable due to website maintenance (on Easter Weekend???) System Maintenance
    http://www.standrewsaus.com.au/pdf/Top200pf18Oct05.pdf

    SMA whitebadged BlackRock (BlackRock have had SMAs in Australia for a long time) - http://www.blackrockadviser.com.au/cms/public/bluechip20.pdf

    MLC MasterKey Custom Adviser Managed Accounts is the name of the platform with 50 different SMAs available on the platform.

    Here is a Financial Standard article about SMAs Financial Standard - Investment Trends names top SMAs

    AMP also have an SMA available here https://amp.personalisedportfolio.com.au/
    https://ppc.amp.com.au/dafiles/PPC ...rsonsalised Portfolio PDS Part 1 (NS3784).pdf
    Also with a huge number of SMA investment options.

    Cheers,

    Dan

    PS Before making an investment decision speak to your FPA registered Financial Planner.
     
  6. kevinb

    kevinb Active Member

    Joined:
    1st Jul, 2015
    Posts:
    43
    Location:
    MENAI
    AsxBroker Thanks for that

    ETF run by State Street PDS refers to SPDRs and also refers to being listed on ASX We're Sorry

    The ETF by ANZ looks OK - does anyone know if you get margin lend into this scheme - nothing mentioned in the pds

    Rgds

    kevinb