Niki FXRL ETF, igizwe n’ikigega, imbonerahamwe ya interineti, iteganyagihe rya 2022.
ETFs na
BPIFs ni amafaranga aguranwa-ashora imari mu isoko ryimigabane, ibikoresho by isoko ryamafaranga, ibyuma byagaciro cyangwa ibicuruzwa. Bakurikiza indangagaciro cyangwa kubaka portfolio ishingiye ku ngamba zizwi. FXRL ni ikigega cyacurujwe n’isosiyete ya Finex, yanditswe muri Irilande, ikubiyemo imigabane ku kigero kimwe no mu cyerekezo cy’Uburusiya. Abashoramari barashobora kugura FXRL kumafaranga cyangwa amadorari.
FXRL ETF Ibigize muri 2022
Ironderero rya RTS rigizwe n’imigabane y’amasosiyete 43 akomeye yo mu Burusiya kandi akoreshwa mu madorari. Ibigo mu rwego rwingufu (peteroli na gaze) biza ku isonga, bikurikirwa n’imari nibikoresho. Ariko FInex, niyemeje gusubiramo imbaraga za RTS, ifite uburenganzira bwo kutagira impapuro zimwe na zimwe. Ikigaragara ni uko indangagaciro ya RTS ikubiyemo imigabane mike-yuzuye, kandi niba ikigega kiguze cyangwa kigurisha, ibi birashobora kugira ingaruka kuri cote. Kubwibyo, imigabane isukuye cyane iragurwa aho. Umugabane wo gutunga imigabane yikigega uratandukanye gato nurutonde rwa RTS. Bavuga ko ntacyo bitwaye cyane, ikosa ryo gukurikirana ni 0.5% kumwaka. Isosiyete icunga Finex itangaza neza neza portfolio buri munsi kurubuga rwayo
https://finex-etf.ru/products/FXRL . [ibisobanuro id = “umugereka_13184” align = “aligncenter” ubugari = ”
Ibigize ikigega fxrl etf [/ caption] Mu ntangiriro za 2022, impapuro 10 za mbere zisa nkizi:
- Gazprom 16.27%;
- Lukoil 13.13%;
- Sberbank 12.4%;
- MMC Norilsk Nickel 6.4%;
- Novatek 5.96%;
- Tinkoff 3,68%;
- Polymetal 2.13%;
- Tatneft 2.01%.
Ububiko bunini bufite hafi 70% yuburemere mu kigega, impapuro zisigaye zifite munsi yijana. Kurugero, Aeroflot 0.3%. Urutonde rwabatanga rusubirwamo buri gihembwe. Uburemere bwimpapuro zahinduwe kumurongo, dosiye ifite uburemere bwimpapuro zasohotse buri munsi na Phinex kurubuga rwikigega. Ikigega gisubiramo inyungu zose, zongera umutungo.
Ni ngombwa! Phinex yanditswe muri Irilande, bivuze ko itanga umusoro ku nyungu za 15%. Niba umushoramari aguze ETF itari kuri IIA cyangwa afite FXRL mugihe kitarenze imyaka 3, agomba kwishyura umusoro ku nyungu kabiri, 15% + 13% = 28%.
Ikigega cya FXRL kiragaruka
Ishoramari muri FXRL nishoramari mubice byinshi byuburusiya. Ariko ntibizashoboka kumenya ko bitandukanye cyane; hariho kubogama kugaragara ku masosiyete akora inganda za peteroli na gaze. Nubwo bimeze gurtyo, FXRL ETF ni amahitamo meza kubashaka gushora imari mubukungu bwu Burusiya. Kugeza muri Gashyantare 2022, ikiguzi cya FXRL ni 39.200. Kugura umugabane 1 w’ikigega, ukeneye 39.2. Niba umushoramari yiyemeje kugura imigabane yose yerekana indangagaciro ya RTS ku kigero gikenewe, hazakenerwa byibuze amafaranga ibihumbi 350. [ibisobanuro id = “umugereka_13189” align = “aligncenter” ubugari = “566”]
Ikigega cya FXRL cyagarutse ibihe byose [/ caption] Hatitawe ku kuba umushoramari agura FXRL ku mafaranga cyangwa amadolari, imbaraga z’ikigega ziterwa n’ivunjisha ry’ifaranga ku madorari. Umubare urimo imigabane y’Uburusiya, ubarwa mu mafaranga, ariko ugereranywa n’amadolari. Twakagombye kuzirikana ko mugihe cyo kugabanuka kw isoko ryimigabane, igipimo cy’ivunjisha kigabanuka cyane kandi igipimo cya RTS kigabanuka cyane kuruta icyerekezo cya MICEX. Mugihe cyo kuzamuka kw isoko ryimigabane, igipimo cyivunjisha gishobora kuzamuka no kugabanuka, kandi igipimo cya RTS kizagenda gahoro gahoro kuruta igipimo cy’ivunjisha rya Moscou. Ishoramari muri RTS rizisobanura rwose mugihe habayeho kwiyongera icyarimwe imigabane no kuzamuka kwivunjisha. Igiciro cyose cyo gutunga amafaranga ya TER 0.9% kumwaka. Ibi bikubiyemo amafaranga yo gucunga, amafaranga yo gucunga, kongera amafaranga yubucuruzi, hamwe nubuyobozi. Ibiciro byihariye kuri buri kintu ntabwo byatangajwe, igihombo kinini cyumushoramari kirerekanwa. Aya mafaranga ntabwo yishyuwe hiyongereyeho, ariko yakuwe muri cote. Bivugwa ko TER yishyurwa buri munsi, ariko ikurwa mu mutungo w’ikigega buri gihembwe. Umushoramari agomba kwishyura ikiguzi atitaye ko hari amafaranga ava muri ETF.
Ikigega cyashinzwe muri Gashyantare 2016. Iki nigihe cyiza kumasoko yimigabane yu Burusiya. Indangantego ya RTS na FXRL irerekana inzira ikomeye. Umusaruro mugihe cyose cyo kwitegereza wari 154.11% mumafaranga na 151.87% mumadolari, 2021 13.64% mumafaranga na 10.26% mumadolari. Hariho byinshi byakosowe, mubihe bimwe bimara amezi 3-4, bikurikirwa no hejuru. Ishoramari muri FXRL rifite ibyago byinshi, ikigega ntikirimo ingwate, bityo kikaba gifite ihindagurika ry isoko ryimigabane. Birakwiye gushora imari muri FXRL niba wowe:
- bizere ko kuzamuka gukomeye kw’isoko ry’imigabane y’Uburusiya bizakomeza;
- bagiye gushora imari byibuze amezi 3;
- ushaka gushora mu madorari y’Abanyamerika;
- ufite igishoro gito kandi ntushobora kubona amafaranga yo gukusanya portfolio yuburusiya;
- kugira portfolio itandukanye cyane nicyiciro cyumutungo na geografiya;
- gutinya kugura ejo hazaza kurutonde rwa RTS, kubera uburyo bwikora butangwa.
Niki cyunguka cyane ETF FXRL cyangwa BPIF SBMX: https://youtu.be/djxq_aHthZ4
Nigute wagura FXRL ETFs
Kugura FXRL ETF muri Finex, ugomba kuba ufite konte ya brokerage ufite uburenganzira bwo kuvunja i Moscou. Niba udafite konti, urashobora gufungura imwe ukoresheje umurongo kurubuga rwemewe rwa Phinex Gura ETF. Kugira ngo wirinde kwishyura imisoro, ugomba kugura FXRL kuri konti yishoramari kugiti cyawe cyangwa kuri konti isanzwe
yubucuruzi ifite byibuze imyaka 3. Urashobora kubitsa amafaranga hamwe namadorari kuri konte ya brokerage kugirango ugure ikigega. [ibisobanuro id = “umugereka_13186” align = “aligncenter” ubugari = “795”]
Amakuru yingenzi kuri ETF FXRL [/ caption] Ikigega urashobora kugisanga kurubuga rwumukoresha cyangwa ukoresheje porogaramu yihariye winjiza amatiku “FXRL” cyangwa kode ya ISIN IE00BQ1Y6480. Ibikurikira, andika umubare usabwa wimigabane, porogaramu izahita yerekana ikiguzi cyibikorwa, kandi wemeze ibikorwa. Igiciro cyumugabane umwe ni 39.2 gusa, urashobora rero kugura ukoresheje amafaranga make. Bitewe nigiciro gito, birashoboka kubara neza neza umubare ukenewe wimigabane kuburemere bukenewe muri portfolio.
FXRL ETF Ibitekerezo
FXRL ikurikiza neza ibipimo ngenderwaho, ireme ry’ubuyobozi bwa Finex nimwe mubyiza muburusiya. Komisiyo y’iki kigega ifatwa nk’ikirenga ku isoko ry’isi, ariko ku Burusiya ni impuzandengo. Ubu ni bumwe mu buryo bwiza bwo gushora imari mu bukungu bw’Uburusiya. Icyakora, birashoboka ko ishoramari rirambye ku isoko ry’imigabane ry’Uburusiya riteye kwibaza. Ishoramari rifite ibibazo bya politiki n’ubukungu, Uburusiya bwakomeje kwibasirwa n’ibihano bikaze kuva mu 2014. Isoko ry’imigabane mu Burusiya rifite imwe mu nyungu nyinshi ku isi, kandi iracyahendutse cyane ugereranije n’inyungu z’isosiyete. Ibi byerekana ubushake bwo gukura mugihe kirenze imyaka 10.
Ibi bintu byombi biganisha ku kuba ibihe byo gukura byihuse bisimburwa no gukosorwa byimbitse kugera kuri 25%. Kugabanuka kw’isoko biterwa n’amagambo yatangajwe n’abanyapolitiki ku bihano bishya, iterabwoba ry’ibikorwa bya gisirikare, gukosorwa ku isoko rya Amerika cyangwa igabanuka ry’ibiciro bya peteroli. Iyi ngingo igomba kwitabwaho mugihe ushora imari muri FXRL ETF, kuyigura ntabwo buri kwezi cyangwa buri gihembwe, ariko nyuma yo gukosorwa gukomeye. Ironderero rya RTS ni kimwe mu bipimo byiyongera cyane ku isi. Kuva yatangira gucuruza mu 1995 kugeza 2022, yongeyeho 1400%. Kugereranya, indangagaciro ya SP500 yo muri Amerika mugihe kimwe yerekanye ko yiyongereyeho 590%. Ariko bitandukanye nisoko ryo muri Amerika, aho gukura ku mbonerahamwe ya buri cyumweru bisa nkumurongo uri ku mpande za dogere 45, RTS ni umuyaga. Kuva icyo gihe, Uburusiya bwagize ibibazo byinshi bitesha agaciro ishoramari. Niba umushoramari yaguze indangagaciro ya RTS murwego rwo hejuru mu mpeshyi ya 2008, ntabwo yari gukira kuva mubi. niba atari impuzandengo.
Kuva mu 2008, indangagaciro ya MICEX yerekanye kwiyongera 100%. Iri tandukaniro riterwa nigipimo cyivunjisha ryifaranga ryigihugu. Ibigize ibipimo byombi birimo imigabane imwe mumigabane ingana. Ariko igipimo cy’ivunjisha ry’ifaranga cyikubye kabiri, gikemuka hejuru y’amafaranga 75. Nyuma yibyabaye muri 2014, abasesenguzi benshi bavuze ko ruble izagarura umwanya kandi igaruka kuri 35-45. Kugeza ubu, abasesenguzi bakunda guhanura amafaranga 100 ku madorari. Bitewe na politiki ya Banki Nkuru, amagambo y’idolari kuri ruble yabaye make mu gihe cyo guhungabana. Biracyari kare kuvuga kubyerekeye ihungabana ryibintu nintangiriro yicyerekezo cyo gushimangira ruble. Muri icyo gihe, indangagaciro ya MICEX irahanurwa cyane, kuko itaziguye ku gipimo cy’ifaranga ry’igihugu. Ibigo byohereza ibicuruzwa hanze bihatirwa kubizirikana. Igipimo cya RTS ntikizashobora kwerekana iterambere rikomeye ndetse no kuzamuka kwimigabane yimigabane ya Moscou, niba igipimo cyivunjisha cya ruble gihura nikindi gihungabana. Mugihe uguze ETF FXRL, ugomba gusuzuma ingaruka zishoboka hanyuma ugateganya imbaraga zamafaranga yigihugu, urashobora kugura umugabane muto wo gutandukana.
Kubashoramari bizera ko ifaranga ryigihugu rizashimangira ETF FXRL nuburyo bwiza bwo gushora imari mubukungu bwu Burusiya.
