Kodi FXRL ETF, kapangidwe ka thumba, tchati chapaintaneti, zolosera za 2022 ndi chiyani. ETFs ndi BPIFs ndi ndalama zogulitsirana zomwe zimagulitsa pamsika, zida zogulitsira ndalama, zitsulo zamtengo wapatali kapena katundu. Amatsata ndondomeko kapena kupanga mbiri kutengera njira yotchuka. FXRL ndi thumba landalama lochokera ku kampani ya Finex, yolembetsedwa ku Ireland, yomwe ili ndi magawo ofanana ndi omwe ali mumlozera waku Russia wa RTS. Otsatsa amatha kugula FXRL kwa ma ruble kapena madola.
RTS Index ili ndi magawo 43 amakampani akuluakulu aku Russia ndipo amapangidwa ndi madola. Makampani omwe ali m’gawo lamagetsi (mafuta ndi gasi) amakhala apamwamba kwambiri, kutsatiridwa ndi ndalama ndi zida. Koma Finex, ndikukonzekera kubwereza mphamvu za RTS, ili ndi ufulu wosakhala ndi mapepala mu mbiri. Chowonadi ndi chakuti index ya RTS imaphatikizapo magawo amadzi otsika, ndipo ngati thumba likugula kapena kugulitsa, izi zingakhudze zolembazo. Chifukwa chake, magawo amadzimadzi kwambiri amagulidwa m’malo mwake. Magawo a umwini wa zotetezedwa za thumba ndi zosiyana pang’ono ndi index ya RTS. Akuti zilibe kanthu, cholakwika chotsatira ndi 0.5% pachaka. Finex Management Company imasindikiza zolemba zenizeni za mbiri tsiku lililonse patsamba lake https://finex-etf.ru/products/FXRL . [id id mawu = “attach_13184” align = “aligncenter” wide=” Kapangidwe ka thumba la fxrl etf [/ mawu] Kumayambiriro kwa 2022, zotetezedwa 10 zapamwamba zimawoneka motere:
Gazprom 16.27%;
Lukoil 13,13%;
Sberbank 12,4%;
MMC Norilsk Nickel 6.4%;
Novatek 5.96%;
Tinkoff 3.68%;
Polymetal 2.13%;
Zotsatira za 2.01%.
Masheya akulu kwambiri amakhala pafupifupi 70% ya kulemera kwa thumba, zotsalira zonse zimakhala zosakwana peresenti. Mwachitsanzo, Aeroflot 0.3%. Mndandanda wa opereka umawunikidwa kotala. Kulemera kwa zitetezo kumasinthidwa pa intaneti, fayilo yomwe ili ndi zolemetsa zamakono zimasindikizidwa tsiku ndi tsiku ndi Phinex patsamba la Fund. Ndalamayi imabwezeretsanso magawo onse, ndikuwonjezera katundu.
Zofunika! Phinex adalembetsedwa ku Ireland, zomwe zikutanthauza kuti amalipira msonkho pagawo la 15%. Ngati wogulitsa akugula ETF osati pa IIA kapena ali ndi FXRL kwa zaka zosakwana 3, ayenera kulipira msonkho pamagulu kawiri, 15% + 13% = 28%.
FXRL Fund kubwerera
Ndalama mu FXRL ndikuyika ndalama m’magawo osiyanasiyana aku Russia. Koma sizingatheke kuzizindikira kuti ndizosiyanasiyana; pali kukondera kowonekera kwamakampani opanga mafuta ndi gasi. Ngakhale izi, FXRL ETF ndi chisankho chabwino kwa iwo omwe akufuna kuyika chuma cha Russia. Kuyambira mu February 2022, mtengo wa FXRL ndi 39 200. Kuti mugule gawo limodzi la thumba, mukufunikira ma ruble 39.2. Ngati Investor aganiza kugula magawo onse a RTS index mu milingo chofunika, osachepera 350 zikwi rubles adzafunika. [id id mawu = “attach_13189” align = “aligncenter” wide = “566”] Kubweza kwanthawi zonse kwa thumba la FXRL [/ mawu] Mosasamala kanthu kuti wogulitsa angagule FXRL pa ma ruble kapena madola, mphamvu za thumba zimatengera kusintha kwa ruble motsutsana ndi dola. Mndandandawu umaphatikizapo magawo a Russia, omwe amawerengedwa mu ruble, koma amapangidwa ndi madola. Ziyenera kukumbukiridwa kuti pakutsika kwa msika, mtengo wa ruble umatsika kwambiri ndipo index ya RTS imachepa kuposa index ya MICEX. Pa kukula kwa msika wogulitsa, mtengo wa ruble ukhoza kukwera ndi kugwa, ndipo ndondomeko ya RTS idzakula pang’onopang’ono kuposa ndondomeko ya Moscow Exchange. Kuyika ndalama mu RTS kudzadzilungamitsa pokhapokha ngati kukula kwa magawo ndi kukula kwa mtengo wosinthira ma ruble. Ndalama zonse zokhala ndi ndalama za TER 0.9% pachaka. Izi zikuphatikiza chindapusa choyang’anira, chindapusa cha woyang’anira, kubweza ndalama zolipirira ma brokerage, ndi ndalama zoyendetsera ntchito. Mtengo wa chinthu chilichonse sunaululidwe, kutayika kwakukulu kwa Investor kumasonyezedwa. Ndalamazi sizimalipidwa kuwonjezera, koma zimachotsedwa pamawu. Akuti TER imalipidwa tsiku lililonse, koma imachotsedwa ku chuma cha thumbali kotala lililonse. Wogulitsa ndalama ayenera kulipira ndalamazo mosasamala kanthu kuti pali ndalama zogulira ETF. Ndalamayi idakhazikitsidwa mu February 2016. Iyi ndi nthawi yabwino pamsika wamasheya waku Russia. Mndandanda wa RTS ndi FXRL zikuwonetsa mayendedwe amphamvu. Zokolola za nthawi yonse yowonera zinali 154,11% mu ruble ndi 151,87% mu madola, 2021 13,64% mu rubles ndi 10,26% mu madola. Panali zowongolera zingapo zazikulu, nthawi zina zimatha miyezi 3-4, ndikutsatiridwa ndi kukwezeka kwatsopano. Zogulitsa mu FXRL ndizowopsa kwambiri, thumbalo liribe ma bond, motero limakhala ndi kusinthasintha kwa msika. Ndikoyenera kuyika ndalama mu FXRL ngati:
khulupirirani kuti kukula kwamphamvu kwa msika waku Russia kudzapitilira;
adzagulitsa kwa nthawi yosachepera miyezi 3;
ndikufuna kuyika ndalama mu madola aku US;
muli ndi likulu laling’ono ndipo simungakwanitse kusonkhanitsa mbiri ya masheya aku Russia;
kukhala ndi mbiri yosiyana kwambiri ndi kalasi ya chuma ndi geography;
kuwopa kugula zam’tsogolo pa index ya RTS, chifukwa chazomwe zimaperekedwa zokha.
Ndi chiyani chopindulitsa kwambiri ETF FXRL kapena BPIF SBMX: https://youtu.be/djxq_aHthZ4
Momwe mungagule FXRL ETFs
Kuti mugule FXRL ETF kuchokera ku Finex, muyenera kukhala ndi akaunti ya brokerage yokhala ndi mwayi wopita ku Moscow Exchange. Ngati mulibe akaunti, mutha kutsegula imodzi pogwiritsa ntchito ulalo womwe uli patsamba lovomerezeka la Phinex Buy ETF. Kuti musamalipire misonkho, muyenera kugula FXRL pa akaunti yanu yosungiramo ndalama kapena muakaunti yanthawi zonse yobwereketsa yokhala ndi zaka zosachepera zitatu. Mutha kuyika ma ruble ndi madola onse ku akaunti yobwereketsa kuti mugule thumba. [id id mawu = “attach_13186” align = “aligncenter” wide = “795”] Zambiri pa ETF FXRL[/caption] Thumba litha kupezeka patsamba la broker kapena kugwiritsa ntchito mwapadera polowetsa ticker “FXRL” kapena ISIN code IE00BQ1Y6480. Kenako, lowetsani chiwerengero chofunikira cha magawo, ntchitoyo imangowonetsa mtengo wamalondawo, ndikutsimikizira ntchitoyo. Mtengo wa gawo limodzi ndi ma ruble 39,2 okha, kotero mutha kugula ndi gawo locheperako. Chifukwa cha mtengo wotsika, ndizotheka kuwerengera molondola kuchuluka kwa magawo omwe amafunikira kulemera kofunikira mu mbiriyo.
Malingaliro a kampani FXRL ETF
FXRL imatsatirabe benchmark, mtundu wa kasamalidwe ka Finex ndi imodzi mwazabwino kwambiri ku Russia. Komiti ya thumbayi imatengedwa kuti ndi yokwera kwambiri pamsika wapadziko lonse, koma ku Russia ndi pafupifupi. Iyi ndi imodzi mwa njira zabwino zopezera ndalama mu chuma cha Russia. Komabe, kuthekera kwa ndalama zanthawi yayitali pamsika waku Russia ndizokayikitsa. Zogulitsa zili pachiwopsezo chandale komanso zachuma, Russia yakhala ikuwopseza zilango zolimba kuyambira 2014. Msika wogulitsa ku Russia uli ndi imodzi mwazokolola zapamwamba kwambiri padziko lonse lapansi, ndipo ndiyotsika mtengo kwambiri poyerekeza ndi phindu la kampani. Izi zikuwonetsa kufunikira kwa kukula kwazaka zopitilira 10. Zinthu ziwirizi zimapangitsa kuti nthawi zakukula mwachangu zimasinthidwa ndikuwongolera mozama mpaka 25%. Kugwa kwa msika ndi chifukwa cha mawu a ndale okhudza zilango zatsopano, zoopseza zankhondo, kukonza msika wa US kapena kutsika kwa mitengo ya mafuta. Izi ziyenera kuganiziridwa poika ndalama mu FXRL ETF, osagula mwezi uliwonse kapena kotala, koma pambuyo pa kukonza kwakukulu. RTS Index ndi imodzi mwazinthu zomwe zikukula mwachangu padziko lonse lapansi. Kuyambira pachiyambi cha malonda mu 1995 mpaka 2022, adawonjezera 1400%. Poyerekeza, index ya US SP500 ya nthawi yomweyi idawonetsa kuwonjezeka kwa 590%. Koma mosiyana ndi msika wa US, kumene kukula pa tchati cha mlungu ndi mlungu kumawoneka ngati mzere pamtunda wa madigiri a 45, RTS ndi yamkuntho. Kuyambira nthawi imeneyo, Russia yakumana ndi zovuta zingapo zomwe zachepetsa ndalama zogulira. Ngati wogulitsa ndalama adagula index ya RTS pamalo okwera kwambiri kumapeto kwa 2008, sakadachirabe. ngati si avereji malo.
Kuyambira 2008, index ya MICEX yawonetsa kuwonjezeka kwa 100%. Kusiyanaku ndi chifukwa cha kusintha kwa ndalama za dziko. Kapangidwe ka ma indices onsewa kumaphatikizapo magawo omwewo mu magawo ofanana. Koma ndalama zosinthira dola motsutsana ndi ruble zidakwera kawiri, kukhazikika pamwamba pa ma ruble 75. Pambuyo pa zochitika za 2014, akatswiri ambiri adanena kuti ruble idzabwezeretsanso malo ake ndikubwerera ku 35-45. Pakadali pano, akatswiri amalosera ma ruble 100 pa dollar. Chifukwa cha mfundo za Banki Yaikulu, mawu a dollar motsutsana ndi ruble adakhala osasunthika panthawi yakugwedezeka. Ndikoyambirira kwambiri kuti tikambirane za kukhazikika kwa zinthu komanso chiyambi cha njira yolimbikitsira ruble. Panthawi imodzimodziyo, ndondomeko ya MICEX imakhala yodziwikiratu, chifukwa mosadziwika bwino imadalira ndalama za dziko. Makampani ogulitsa kunja amakakamizika kuziganizira. Mndandanda wa RTS sungathe kuwonetsa kukula kwakukulu ngakhale ndi kukula kwa magawo a Moscow Exchange, ngati mtengo wa ruble ukukumana ndi mantha ena. Pogula ETF FXRL, muyenera kuwunika zoopsa zomwe zingatheke ndikupanga tsogolo la kayendetsedwe ka ndalama za dziko, mutha kugula gawo laling’ono kuti musinthe. Kwa osunga ndalama omwe amakhulupirira kuti ndalama zadziko zidzalimbitsa ETF FXRL ndiye njira yabwino kwambiri yopangira ndalama ku Russia.
