Invest Offshore

Category: ETF, Hedge & Mutual Funds

  • New Bulgarian Property Fund Helps Britons Mitigate IHT

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    Aaron
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    A new investment scheme (Bulgarian Property Fund) has been launched in the United Kingdom designed to mitigate the effects of inheritance tax by investing in the Bulgarian property market, it has been reported. According to the Daily Telegraph, the Black Sea Property Fund, launched by Development Capital Management (DCM), is a seven-year savings plan giving…

  • Barclays’ gold-backed security to launch on Friday

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    Aaron
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    NEW YORK, Jan 27 (Reuters) – The newest U.S. gold exchange-traded fund, iShares COMEX Gold Trust, will make its long awaited debut on the American Stock Exchange on Friday under the ticker symbol IAU, Barclays Global Investors said on Thursday. “We heard from the SEC (U.S. Securities and Exchange Commission) late last night that we…

  • SFC outlines five funds priorities

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    Aaron
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    Hong Kong’s Securities and Futures Commission has five priorities for improving the funds industry, topped by growing the hedge funds market, says Alexa Lam, executive director of intermediaries and investment products. The authorized (retail) hedge funds industry in Hong Kong is small, but this belies the true size of the industry here, Lam says. Although…

  • A Year to Remember for Exchange-Traded Funds

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    Aaron
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    The year just ended was a good one for exchange-traded funds. ETF assets grew by 47% to $222 billion, according to current figures in Morningstar’s database. ETF purveyors launched dozens of funds, including groundbreaking gold and China offerings. The industry also buzzed with talk of creating other commodity-linked and even actively managed ETFs. Here’s a…

  • Risk Aversion: Hedge funds evolving as rules and customers change

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    Aaron
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    By Michael Peltz – In September 1998, Philip Duff left the security of his job as head of Morgan Stanley’s mutual fund group to become chief operating officer at Tiger Management LLC, the hedge fund firm run by Julian Robertson. On one day, during Duff’s second week on the job, Tiger lost more than $2…

  • New ETF offers China exposure for U.S. investors

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    Aaron
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    BOSTON, Dec 9 (Reuters) – An exchange-traded fund that holds shares in 38 U.S.-listed Chinese companies was launched on Thursday, the first China ETF to solely invest in Chinese companies that trade on U.S. stock exchanges. China exposure for U.S. PowerShares Capital Management, of Wheaton, Illinois, said its PowerShares China ETF is based on the…

  • Investor Independence via ETFs — Part 5

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    Aaron
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    There are probably twenty good reasons for chucking your mutual funds and replacing them with Exchange Traded Funds (ETFs). Let me give you three: ETFs perform better, manage risk better and cost less. If you are an active trader, let me give you another: you trade them exactly like you do stocks. So overwhelming are…

  • Investor Independence via ETFs — Part 4

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    Aaron
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    In the previous article, I stated that some investors ought to consider an all-ETF portfolio rather than continuing to invest in mutual funds, where 80% of you are falling behind the market averages due to under-performing portfolio managers and the high fees they charge. Depending on your risk profile, I believe that large-cap, blue-chip equity…

  • Investor Independence via ETFs — Part 3

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    Aaron
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    A mere blip on the radar screen compared to the ubiquitous presence of mutual funds and hedge funds, I hold the view it will be just a matter of time before Exchange Traded Funds (ETFs) gain the upper hand. Investors buy mutual funds for the simple reason they are sold, and rather than buying securities…