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ETF and tax

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  1. #11

    Join Date
    Dec 2002
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    48,087

    @Beanieskis just to clarify.. lifestragy is a fund and not an ETF or have I missed something? Funds are not available to non residents or nationals or something like thst? Just checking


  2. #12

    Join Date
    Feb 2009
    Location
    Hong Kong
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    2,518

    The GBP version is a mutual fund and the EUR version is an ETF. I'm investing in the ETF.

    For non-UK residents to invest in the GBP version the only way to access it as I understand it is through Swissquote. The Swissquote fees and UK-bias of that fund ultimately made me decide against it, and instead I'm investing GBP in VWRP with no allocation to bonds as we own several UK properties so don't mind taking greater risk.

    shri likes this.

  3. #13

    Join Date
    Dec 2002
    Location
    薄扶林
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    48,087

    Thank you for the clarification. Was not aware of the EU ETF.

    For those who might be interested in the US markets. IShares has AOA and other AO* ETFs which replicate 80/20 type allocations on global stocks and bonds. Needless today .. wht and estate taxes might be if concern to non residents.


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