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Ireland Domiciled ETFs

  1. #21

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    @Sith have you used the free FT screener for ideas?

    For example you can select "Investment Focus" -> "International Stock" -> Global / World / Whatever for searching for ideas.


    https://markets.ft.com/data/funds/uk/etfs

    Last edited by shri; 22-02-2019 at 12:11 PM.
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  2. #22

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    Quote Originally Posted by omigosh
    Or does large fund size mean better liquidity?
    It is not always the case. This is because sometimes large chunks of ETFs are held by anchor investors (for example large institutionals) who don't sell/trade after the IPO. In these cases, the "float", as in the amount of shares that is actually available for trading, is reduced.
    Yahoo!Finance, and other information sources, give you the volume and average 30 days volume. It is safer to use these numbers.

    (yes Shri, sometimes subject to occasional seasonality, let's not confuse the OP with this for now)
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  3. #23

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    Quote Originally Posted by shri
    @Sith have you used the free FT screener for ideas?

    For example you can select "Investment Focus" -> "International Stock" -> Global / World / Whatever for searching for ideas.


    https://markets.ft.com/data/funds/uk/etfs
    Nice one! No didn’t know about this one. Will have a look. Even though for the moment I have kept things very simple but might be interested in broadening the portfolio a bit, so very helpful. Thanks!

  4. #24

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    shri, Sith and jrkob, Thank you for your help on this thread as well as on the other threads which I have read! The tools provided also are very helpful in the process of my consideration on which ETF to buy. Thank you and best wishes

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  5. #25

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    Quote Originally Posted by omigosh
    shri, Sith and jrkob, Thank you for your help on this thread as well as on the other threads which I have read! The tools provided also are very helpful in the process of my consideration on which ETF to buy. Thank you and best wishes
    What did you decide?

    Keep us updated.

    Have been following thread, just not had time to reply.

  6. #26

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    Hi pin, I'm looking at VWRL, IWDA and HMWD now.
    As you probably already know, they're all global funds with 2 of them tracking the MSCI and one the FTSE.
    All are in USD (which suits me as I am heavy on USD, having sold considerable USD based stuff).
    From my research, IWDA's fund size is the largest, around 18 times that of HMWD and more than 6 times that of VWRL. However, IWDA is accumulating, whereas the other 2 are distributing, and I prefer accumulating..
    As for TER, HMWD is the lowest, being 0.15%. All are domiciled in Ireland, which suits me.

    Which one would you go for, if the aim was to get a global equity ETF as part of my Core in my portfolio?

    I am still finding this somewhat confusing. The more I research, the more questions I come up with.. But I have learnt a lot in a short period of time since I started!


  7. #27

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    After doing research and getting help from this forum on Ireland domiciled ETFs, I recently bought some IWDA.

    I am now seeking help in relation to another issue:

    I have some Australian currency in my account. At the present moment, I do not wish to convert this into USD or other currency to invest. I wish to buy a tracker fund (reasons being simplicity and relatively low costs/expense ratio) in the AUD currency.

    Are there any Irish domiciled funds that are in AUD? I couldn't find any ... Is there any search tool that I could use?

    What about Australian domiciled ETF funds? As a non-resident, would I need to pay any tax other than the withholding tax on dividends? (e.g. inheritance tax, like for US domiciled assets?)

    Apart from tracker funds, any suggestions on what I could invest the AUD in?

    Many thanks for helping!

  8. #28

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    Are there any Irish domiciled funds that are in AUD? I couldn't find any ... Is there any search tool that I could use?
    (iShares) SAUS or (UBS) AUSAUW through the Swiss exchange. No clue about taxes... let us know.

    Found by searching "AUD UCITS ETF" on google. There might be others.
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  9. #29

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    Thanks shri.

    On the taxation part, this is what I found so far:

    On another expat forum I found this answer (but the question was asked some years ago):
    If you are a non resident for tax purposes, you won't need to pay capital gains tax on any gain relating to buy/sell of Aussie shares, regardless of where the execution takes place.

    The withholding tax would only be applicable to dividend income you received from the shares. However, if the dividends are fully franked, then the withholding tax will be nil.



    And on the ATO website:

    •••••••••••
    Foreign residents are taxed in Australia on income earned from their Australian investments.
    For interest, unfranked dividends and royalties, tax is generally withheld in Australia at the time of payment. But if you receive rental income from Australian properties or capital gains from selling Australian assets, you must declare these amounts in an Australian tax return.

    and

    Capital gains on Australian assets

    A capital gain is the difference between what it cost you to get an asset and what you got when you sold or otherwise disposed of it.
    If you’re a foreign or temporary resident and you make a capital gain when you dispose of 'taxable Australian property', you may have to pay capital gains tax (CGT).
    Taxable Australian property includes:

    • a direct interest in real property, or a mining, quarrying or prospecting right to minerals, petroleum or quarry materials
    • a CGT asset that you have used at any time in carrying on a business through a permanent establishment in Australia
    • an indirect Australian real property interest. This is an interest in an entity, including a foreign entity, where:
      • you and your associates hold 10% or more of it
      • the value of your interest is principally attributable to Australian real property.

    Taxable Australian property also includes an option or right over one of the above.
    •••••••••••


    Am trying to find out which ETFs listed on the ASX are actually "cross-listed" US domiciled funds, so that I can avoid those...


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