Is the AASF ETF a good investment? Here’s where you start…
The Airlie Australian Share Fund invests in 15-35 companies on the Australian stock exchange using a ‘best ideas’ approach to active investing. The fund aims to have no more than 10% of its portfolio in cash. The AASF fund aims to provide long-term capital growth and regular income to their investors.
According to our most recent data, the AASF ETF had $336.69 million of money invested. With AASF’s total funds under management (FUM) figure over $100 million, the ETF meets our team’s minimum investment criteria for FUM levels. As a general rule, our team draws the line at $100 million for ETFs in the Australian shares sector because we believe that, relative to smaller ETFs, achieving this amount of FUM lowers the chance that the ETF issuer will close the ETF.
Get our team’s AASF ETF review, available free when you click this link: access the free investment report.
A quick take of the EBND ETF
The VanEck EBND ETF is an actively-managed ETF which provides investors with exposure to a portfolio of bonds and currencies from a range of emerging markets.
With our numbers for July 2022, EBND’s FUM stood at $118.24 million. Since the EBND’s FUM is over $100 million, our investing team would say the ETF has met our minimum criteria for the total amount invested, otherwise known as FUM. A very sustainable ETF in the Active ETF (e.g. ETMF) sector should be able to scale well and become profitable for the ETF issuer.
A look at the EBND ETF fee load?
VanEck, the ETF issuer, charges a yearly management fee of 0.95% for the EBND ETF. Meaning, if you invest $2,000 for a full year from now you can expect to pay a management fee of around $19.00.
The management fee is above the average for all ETFs on our list of ASX ETFs, but keep in mind the ETF may be able to justify the higher price tag with superior performance over time.
Did you know: you can get our full ETF review of EBND by clicking here?
So how can you actually invest the EBND ETF? By getting a free brokerage account with Pearler. If you join Pearler in the month of Jul 2024, with your free Pearler account you can buy the EBND ETF and pay $0 in brokerage fees. All you have to do is buy and hold the ETF for 12 months.
You can invest as little as $500 in the EBND ETF to take-up this offer. Sounds pretty good, right? To invest in EBND for $0 brokerage, simply click here to visit Pearler’s website and sign up.
