FXRL ETF kye ki, ensengeka y’ensawo, ekipande ku yintaneeti, okuteebereza kwa 2022. ETFs ne BPIFs nsimbi ezisuubulirwa mu kuwaanyisiganya ssente eziteeka ssente mu katale k’emigabo, ebikozesebwa mu katale k’ensimbi, ebyuma eby’omuwendo oba ebintu. Bagoberera index ezimu oba okuzimba portfolio nga basinziira ku strategy emanyiddwa ennyo. FXRL nsawo esuubulirwa mu kuwaanyisiganya ssente okuva mu kkampuni ya Finex, eyawandiisibwa mu Ireland, erimu emigabo mu bipimo bye bimu nga ebiri mu muwendo gwa Russia ogwa RTS. Bamusigansimbi basobola okugula FXRL ku rubles oba doola.
Omuwendo gwa RTS Index gulimu emigabo gya kkampuni 43 ezisinga obunene mu Russia era nga guwandiikibwa mu ddoola. Kkampuni mu kitongole ky’amasannyalaze (amafuta ne ggaasi) ze zisinga okubeera waggulu, ne ziddirirwa eby’ensimbi n’ebikozesebwa. Naye FInex, nneeyama okuddamu dynamics ya RTS, erina eddembe obutaba na mpapula ezimu mu portfolio. Ekituufu kiri nti omuwendo gwa RTS gulimu emigabo egy’amazzi amatono, era singa ensawo egula oba n’egutunda, kino kiyinza okukosa emigabo egy’okusasula. N’olwekyo, emigabo egy’amazzi amangi gigulibwa mu kifo ky’ekyo. Emigabo egy’obwannannyini ku migatte gya nsawo gyawukana katono ku muwendo gwa RTS. Kigambibwa nti si kikulu nnyo, ensobi y’okulondoola eri 0.5% buli mwaka. Finex Management Company efulumya ensengeka entuufu ey’ekifo kino buli lunaku ku mukutu gwayo ogwa yintaneeti https://finex-etf.ru/products/FXRL . FXRL fund’s all-time return [/ caption] Ka kibeere nti yinvesita agula FXRL ku rubles oba ddoola, enkyukakyuka mu nsawo esinziira ku muwendo gw’ensimbi za ruble okusinziira ku ddoola. Mu muwendo guno gulimu emigabo gya Russia, nga gibalirirwa mu rubles, kyokka nga gibalirirwa mu ddoola. Kinajjukirwa nti mu kiseera ky’okukendeera kw’akatale k’emigabo, omuwendo gw’ensimbi za ruble gugwa nnyo era omuwendo gwa RTS gukendeera okusinga omuwendo gwa MICEX. Mu kiseera ky’okukula kw’akatale k’emigabo, omuwendo gw’ensimbi za Ruble gusobola okulinnya n’okugwa, era omuwendo gwa RTS gujja kukula mpola okusinga omuwendo gw’ensimbi za Moscow Exchange. Ensimbi eziteekebwa mu RTS zijja kwewa obutuufu mu bujjuvu singa emigabo gikula mu kiseera kye kimu n’okukula kw’omuwendo gw’ensimbi za ruble. Omuwendo gwonna ogw’okubeera n’ensimbi za TER 0.9% buli mwaka. Kuno kw’ogatta ssente z’okuddukanya emirimu, ssente z’omukuumi, okuddamu okutebenkeza ssente za brokerage, n’ensaasaanya y’okuddukanya emirimu. Ebisale ebigere ku buli kintu tebitegeezeddwa, . okufiirwa okusinga obunene okwa yinvesita kulagibwa. Ssente zino tezisasulwa kwongerako, wabula ziggyibwa ku quotes. Kigambibwa nti TER esasulwa buli lunaku, kyokka eggyibwa ku by’obugagga bya nsawo eno buli luvannyuma lwa myezi esatu. Omusigansimbi alina okusasula ssente ezisaasaanyizibwa awatali kulowooza oba waliwo ssente z’afuna okuva mu kukwata ETF. Ensawo eno yatandikibwawo mu February wa 2016. Kino kiseera kirungi eri akatale k’emigabo mu Russia. Omuwendo gwa RTS ne FXRL biraga omuze ogw’amaanyi ogw’okulinnya. Amagoba mu kiseera kyonna eky’okwetegereza gaali 154.11% mu rubles ne 151.87% mu ddoola, mu 2021 13.64% mu rubles ne 10.26% mu ddoola. Waaliwo ennongoosereza ennene eziwerako, mu mbeera ezimu nga zimala emyezi 3-4, nga zigobererwa waggulu omupya. Ensimbi eziteekebwa mu FXRL za bulabe nnyo, ensawo eno terimu bondi, n’olwekyo erina okukyukakyuka kw’akatale k’emigabo. Kiba kirungi okuteeka ssente mu FXRL singa oba:
balowooza nti okukula okw’amaanyi okw’akatale k’emigabo mu Russia kujja kugenda mu maaso;
bagenda okuteeka ssente okumala ebbanga eritakka wansi wa myezi 3;
baagala okuteeka ssente mu ddoola za Amerika;
olina kapito mutono era tosobola kusolooza portfolio ya sitoowa za Russia;
okuba n’ekifo eky’enjawulo ennyo okusinziira ku kibinja ky’eby’obugagga n’enkula y’ensi;
okutya okugula futures ku RTS index, olw’okuweebwa leverage mu ngeri ey’otoma.
Kiki ekisinga okuvaamu amagoba ETF FXRL oba BPIF SBMX: https://youtu.be/djxq_aHthZ4
Engeri y’okugulamu FXRL ETFs
Okugula FXRL ETF okuva mu Finex, olina okuba ne akawunti ya brokerage ng’olina obusobozi okuyingira mu Moscow Exchange. Bw’oba tolina akawunti, osobola okuggulawo ng’okozesa link eri ku mukutu omutongole ogwa Phinex Buy ETF. Okwewala okusasula emisolo, olina okugula FXRL ku akawunti y’okusiga ensimbi ssekinnoomu oba ku akawunti ya brokerage eya bulijjo ng’olina okukwata waakiri emyaka 3. Osobola okuteeka rubles ne doola zombi ku akawunti ya brokerage okugula ssente. [caption id="ekigattibwako_13186" align="aligncenter" obugazi="795"]. Ebikulu ebikwata ku ETF FXRL Ensawo osobola okugisanga ku mukutu gwa broker oba okuyita mu nkola ey’enjawulo ng’oyingiza ticker “FXRL” oba ISIN code IE00BQ1Y6480. Ekiddako, ssaamu omuwendo gw’emigabo egyetaagisa, okusaba kujja kulaga otomatika omuwendo gw’okutunda, era okakase omulimu. Bbeeyi y’omugabo gumu guli 39.2 zokka, kale osobola okugugula ng’otereka ssente entono. Olw’omuwendo omutono, kisoboka okubala obulungi ennyo omuwendo gw’emigabo ogwetaagisa ku buzito obwetaagisa mu kifo.
Entunula ya FXRL ETF
FXRL quite accurately follows the benchmark, omutindo gw’abaddukanya Finex gwe gumu ku gusinga obulungi mu Russia. Akakiiko ka nsawo eno katwalibwa ng’akanene eri akatale k’ensi yonna, naye ku Russia ka wakati. Eno y’emu ku ngeri ezisinga okussa ssente mu byenfuna bya Russia. Wabula okusobola okuteeka ssente mu katale k’emigabo mu Russia okumala ebbanga eddene kibuusibwabuusibwa. Ensimbi eziteekebwamu ziri mu bulabe bw’ebyobufuzi n’ebyenfuna, Russia buli kiseera ebadde wansi w’obulabe bw’okussaawo envumbo ez’amaanyi okuva mu 2014. Akatale k’emigabo mu Russia ke kamu ku kasinga okuvaamu amagoba amangi mu nsi yonna, era kakyali ka buseere nnyo bw’ogeraageranya n’amagoba ga kkampuni. Kino kiraga nti omuntu atera okukula mu bbanga erisukka mu myaka 10. Ensonga zino ebbiri ziviirako ensonga nti ebiseera eby’okukula okw’amangu bikyusibwamu okutereeza okuzitowa ennyo okutuuka ku bitundu 25%. Okugwa kw’akatale kano kuvudde ku bigambo bannabyabufuzi bye boogera ku bukwakkulizo obupya, okutiisatiisa amagye okukola, okutereeza akatale ka Amerika oba okukka kw’ebbeeyi y’amafuta. Ensonga eno erina okutunuulirwa ng’oteeka ssente mu FXRL ETF, okugigula si buli mwezi oba buli luvannyuma lwa myezi esatu, wabula oluvannyuma lw’okutereeza okw’amaanyi. Omuwendo gwa RTS Index gwe gumu ku bipimo ebisinga okukula amangu mu nsi yonna. Okuva lwe yatandika okusuubula mu 1995 okutuuka mu 2022, yayongerako ebitundu 1400%. Okugerageranya, omuwendo gwa US SP500 ogw’ekiseera kye kimu gwalaga okweyongera kwa 590%. Wabula obutafaananako katale ka Amerika, ng’okukula ku kipande kya wiiki kusinga kufaanana layini eri ku nkoona ya diguli 45, RTS ya kibuyaga. Okuva olwo, Russia efunye ebizibu eby’amaanyi ebiwerako ebibadde bikendeeza ku muwendo gw’ensimbi ze yateekamu. Singa omusigansimbi yagula omuwendo gwa RTS ku ntikko mu luggya lwa 2008, n’okutuusa kati teyandizzeemu kuddamu kugwa. bwe kiba nga si average ya kifo.
Okuva mu 2008, omuwendo gwa MICEX gulaga nti gweyongedde ebitundu 100%. Enjawulo eno eva ku muwendo gw’ensimbi z’eggwanga ezikyusibwakyusibwa. Ensengeka y’emiwendo gyombi erimu emigabo gye gimu mu migabo egy’enkanankana. Naye omuwendo gwa ddoola okusinziira ku ruble gwakubisaamu emirundi ebiri, ne gunywerera waggulu wa rubles 75. Oluvannyuma lw’ebyo ebyabaddewo mu 2014, abeekenneenya bangi baagamba nti ssente za ruble egenda kuddamu okubeera mu kifo kyayo era edde ku 35-45. Mu kiseera kino, abeekenneenya batera okuteebereza 100 rubles buli ddoola. Olw’enkola ya Bbanka Enkulu, emiwendo gya ddoola okusinziira ku ruble gyafuuka egy’obutakyukakyuka nnyo mu biseera by’okukankana. Kikeeredde nnyo okwogera ku kutebenkeza embeera n’okutandika omuze ogw’okunyweza ssente za ruble. Mu kiseera kye kimu, omuwendo gwa MICEX gusinga kuteebereza, kubanga mu ngeri etali butereevu gwesigamye ku muwendo gw’ensimbi z’eggwanga. Amakampuni agatunda ebweru w’eggwanga gawalirizibwa okukitwala mu nkola. Omuwendo gwa RTS tegujja kusobola kulaga kukula kwa maanyi ne bwe gunaaba nga emigabo gya Moscow Exchange gikula, singa omuwendo gw’ensimbi za ruble gufuna ensisi endala. Nga ogula ETF FXRL, olina okwekenneenya akabi akayinza okuvaamu n’okukola okuteebereza ku nkyukakyuka y’ensimbi z’eggwanga, osobola okugula omugabo omutono okusobola okugaziya. Ku bamusigansimbi abalowooza nti ssente z’eggwanga zigenda kunyweza ETF FXRL y’enkola esinga obulungi ey’okuteeka ssente mu byenfuna bya Russia.
