Passive Investing, The Evidence… Part 2 – The Cost of Investing
by andrew hallam · Published · Updated
Passive Investing, The Evidence the Fund Management Industry Would Prefer You Not to See
The Cost of Investing
Part 2 of 8 (6:18)
How expensive is active investing? Rising fund management charges, many of which are hidden, have a massive effect on the returns investors receive. For putting up 100% of the capital and 100% of the risk, investors receive only around 30% of the market return. Who gets the 70%? You’ve guessed it…
Including contributions from John Bogle, Tim Hale, Bill Bernstein, Jasmine Birtles, Prof. Anthony Neuberger and Prof. Stephen Thomas.
For more information contact [email protected] © SensibleInvesting.tv – Video used with permission
Watch Passive Investing, The Evidence the Fund Management Industry Would Prefer You Not to See, in 8 parts: or watch the full movie here.
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- Andrew Hallam Jul 27, 9:30 PM
With the physical shares, dividends aren't reinvested back into the ETFs Moortomas. This is only the case with synthetic, swap based products. Cheers, Andrew
- rick Jul 27, 9:07 PM
For those of us from Europe, an interesting and cheap alternative is DeGiro, available to any european with an IBAN Number.
- moortomas Jul 27, 7:52 PM
Hello again. It seems that there is no tax at all-here is the official answer: "Dear Mr. Moor, Many thanks for your enquiry and the...
- Andrew Hallam Jul 27, 7:32 PM
Patrick, You're welcome. Just remember that you shouldn't want to see markets rise if you're still adding money. That's the tough part. You can't measure...
- Andrew Hallam Jul 27, 7:30 PM
David, Thank you for providing the links. The Vanguard product is definitely better. It provides access to more than 2,400 global stocks. The iShares products...
- David in Vietnam Jul 27, 3:17 PM
Apologies Andrew, Saxo have said they do not support this fund and so cannot add it. Please could you give me your opinion on these...
- Patrick Jul 26, 11:05 PM
Andrew As always thank you. Great encouragement and coincidentally your books arrived today!!!! I should be setup to start everything by next week. I'm not...
- David S Jul 26, 9:07 PM
Andrew, Yes - good call. Low and stable prices means it is a good time to buy! I need to be more wary of the...
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James, Did you read about these products in my book? I mentioned that Horizon's products are backed by the National Bank of Canada. That's still...
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Patrick, You aren't missing anything. In addition, these fees that we are talking about here are incredibly insignificant. More likely (if you are like most...
- Andrew Hallam Jul 26, 6:19 PM
David, It sounds like you are tempted to make decisions by looking through the rearview mirror. Yesterday's returns won't necessarily be tomorrow's returns. Instead of...
- David S Jul 26, 3:18 PM
Hello Andrew, BOND INDEXES - I'm a Swiss based UK citizen and follow the balanced approach to investing with a mix of stock and bond...
- Patrick Jul 26, 2:13 PM
Hi Anton and Andrew This is exactly the dilemma I found myself in based in Indonesia. When you take into account that where I am...
- James Jul 26, 11:56 AM
As a Canadian teaching abroad, unsure of where I want to retire, and loving the synthetic ETFs offered through Horizon on the TSX, I am...
- Andrew Hallam Jul 26, 10:28 AM
Anton, I should add this: to my knowledge, on aggregate, the brokerages that I mentioned in my book for non American expats are cheaper than...
- Andrew Hallam Jul 26, 9:57 AM
Anton, I prefer TD Direct International. With them (unlike with IB) I'll never have to worry about U.S. estate taxes. Cheers, Andrew
- Alisha Jul 26, 9:57 AM
Awesome! Thank you so much for the response.
- Andrew Hallam Jul 26, 9:56 AM
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Hi Neil, When I speak to people who want to take socially responsible investing seriously, I usually suggest that they build a portfolio with 50...
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Andrew, my wife just returned from this conference with your book. It's a great read and we're looking to invest her TpT surplus here in...
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Hi Mr. Andrew, I read your book last summer and no longer have it. I wasn't ready to invest then, but now I am. My...
- Anton Jul 26, 2:30 AM
Hi Andrew My name is Anton, a Canadian working and living in South Korea. Wanted to add a bit to the story and talk about...
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