Comments on: Exchange-traded funds (ETFs): a step-by-step guide

By: Ravindra Gokhale

Ravindra Gokhale — Wed, 27 Apr 2011 19:56:01 +0000

I want to invest in ETF. Can you plz recommend some? I mean what are the popular choices?
Many thanks

By: Andrew

Andrew — Thu, 30 Dec 2010 17:01:49 +0000

By the cheapest, I mean in terms of annual management charges in particular…

By: Andrew

Andrew — Thu, 30 Dec 2010 13:33:25 +0000

Thanks for your new book and website, which have opened my eyes to long term, low cost investing.

Just a query. I’m not sure that Hargreaves Lansdown is the cheapest place to go for a self select ISA wrapper if it is to be mainly filled with ETFs. Will iii do the job more cheaply?

By: Paul Prowse

Paul Prowse — Mon, 25 Jan 2010 15:42:13 +0000

Hi Chika,

Not as such. You can’t turn a non-ISA wrapped ETF into a wrapped ISA ETF.

What you could do is:

1) Simply wait until the next tax year to invest in an ETF that is tax free through your ISA allowance

2) Invest in an ETF now (bear in mind it won’t be protected from tax) then cash it in during the next tax year.

You would then be able to take the proceeds of that ETF, and invest it in a new ETF (which, as it’s a new tax year, could now be wrapped in an ISA).

Whether this move is worth your while depends on how you think the markets will do, over the short term in particular.

By: chika

chika — Wed, 20 Jan 2010 21:18:30 +0000

Hi, is it possible to invest in ETF now, then wrap it in an ISA in the next tax year as i have already reached my ISA limit this year.

By: Jasmine Birtles

Jasmine Birtles — Tue, 05 Jan 2010 11:23:50 +0000

Sorry to take so long to reply – yes you can John. You can move your money from one Isa account to another. Just get the company you want to move to to contact the original company. It can take a while but it’s up to the new company to do the moving for you.

By: John

John — Sun, 20 Dec 2009 17:56:31 +0000

OK Guys,
I am up for ETF, Q is how to transfer/get out of my existing ISA accounts if they wont trade ETFs i.e. can I (& how) transfer from one ISA account with a Company i.e. FundsNetwork to one that accepts ETF trades ?

Thanks

John

By: James Cook

James Cook — Wed, 18 Nov 2009 08:27:43 +0000

Rob, that has to be the dumbest question I have heard for quite a while! Any investment in shares carries the risk of losing money. If you don’t understand that, keep your money in the bank.

By: Jasmine Birtles

Jasmine Birtles — Wed, 11 Nov 2009 11:51:21 +0000

Well I tend to buy in a lump (like you, I try to get it wrapped in an ISA too). The reason is that every time you trade you have to pay so it’s cheaper to invest in one go if that’s possible. Good idea to go for an ETF. I’m going to put my ISA money in one this tax year too.

By: Tim

Tim — Tue, 10 Nov 2009 20:47:04 +0000

Having read your book and now online pages, I’ve finanally decided to take the plunge and invest in a ETF. I’m going to wrap the investment in an ISA and want to know – is it best investing in larger one-off lump sums or can I invest it with smaller monthly payments?