Iyini i-FXRL ETF, ukwakheka kwesikhwama, ishadi eliku-inthanethi, isibikezelo sika-2022.
Ama- ETF nama
– BPIF yizikhwama ezihweba ngokuhwebelana ezitshala emakethe yamasheya, amathuluzi emakethe yemali, izinsimbi eziyigugu noma izimpahla. Balandela inkomba ethile noma bakhe iphothifoliyo ngokusekelwe kuhlelo oludumile. I-FXRL yisikhwama esihwebelana ngokushintshana esivela enkampanini i-Finex, ebhaliswe e-Ireland, equkethe amasheya ngezilinganiso ezifanayo nakuma-Russian RTS index. Abatshalizimali bangathenga i-FXRL ngama-ruble noma amadola.
Ukwakhiwa kwe-FXRL ETF kwango-2022
I-RTS Index inamasheya ezinkampani ezinkulu zaseRussia ezingama-43 futhi ifakwa ngamadola. Izinkampani emkhakheni wezamandla (uwoyela negesi) zikleliswe phezulu, zilandelwa yizimali nezinto zokwakha. Kodwa i-Finex, ngithembisa ukuphinda amandla e-RTS, igodle ilungelo lokungabi namaphepha athile kuphothifoliyo. Iqiniso liwukuthi inkomba ye-RTS ihlanganisa amasheya anoketshezi oluphansi, futhi uma isikhwama siwathenga noma ukuwathengisa, lokhu kungase kuthinte izingcaphuno. Ngakho-ke, amasheya aketshezi kakhulu athengwa esikhundleni salokho. Amasheya obunikazi bezibambiso zesikhwama ahluke kancane kunenkomba ye-RTS. Kuthiwa akusho lutho kangako, iphutha lokulandela umkhondo ngu-0.5% ngonyaka. I-Finex Management Company ishicilela ukwakheka okunembile kwephothifoliyo nsuku zonke kuwebhusayithi yayo ethi
https://finex-etf.ru/products/FXRL . [i-id yamagama-ncazo = “okunamathiselwe_13184” align = “aligncenter” wide=”
Ukwakhiwa kwesikhwama se-fxrl etf [/ amazwibela] Ekuqaleni kuka-2022, izibambiso eziphezulu eziyi-10 zibukeka kanje:
- I-Gazprom 16.27%;
- Lukoil 13.13%;
- I-Sberbank 12,4%;
- I-MMC Norilsk Nickel 6.4%;
- Novatek 5.96%;
- Tinkoff 3.68%;
- I-Polymetal 2.13%;
- I-Tatneft 2.01%.
Amasheya amakhulu kakhulu athatha cishe u-70% wesisindo esikhwameni, amanye amasheya athatha ngaphansi kwephesenti. Isibonelo, i-Aeroflot 0.3%. Uhlu lwabakhiphayo lubuyekezwa njalo ngekota. Isisindo sezibambiso siyashintshwa ku-inthanethi, ifayela elinesisindo samanje sezibambiso lishicilelwa nsuku zonke ngabakwa-Phinex kuwebhusayithi yesiKhwama. Isikhwama siphinde sitshale izabelo ngokugcwele, sikhuphule izimpahla.
Okubalulekile! I-Phinex ibhaliswe e-Ireland, okusho ukuthi ikhokha intela kuma-dividend angu-15%. Uma umtshali-zimali ethenga i-ETF hhayi ku-IIA noma engumnikazi we-FXRL isikhathi esingaphansi kweminyaka emi-3, kuzodingeka akhokhe intela yezabelo kabili, 15% + 13% = 28%.
FXRL fund returns
Ukutshalwa kwezimali ku-FXRL kuwukutshalwa kwezimali kuhlu olubanzi lwamasheya aseRussia. Kodwa ngeke kwenzeke ukuyibona njengehlukene kakhulu; kukhona ukuchema okubonakalayo ezinkampanini zemboni kawoyela negesi. Ngaphandle kwalokhu, i-FXRL ETF iyisinqumo esihle kulabo abafisa ukutshala imali emnothweni waseRussia. Kusukela ngo-February 2022, izindleko ze-FXRL zingu-39,200. Ukuze uthenge isabelo esingu-1 sesikhwama, udinga ama-ruble angu-39.2. Uma umtshali-zimali enquma ukuthenga wonke amasheya we-RTS index ngezilinganiso ezidingekayo, kuzodingeka okungenani ama-ruble ayizinkulungwane ezingu-350. [i-id yamagama-ncazo = “okunamathiselwe_13189” align = “aligncenter” wide = “566”]
Imbuyiselo yesikhathi sonke yesikhwama se-FXRL [/ amazwibela] Kungakhathaliseki ukuthi umtshali-zimali uthenga i-FXRL ngama-ruble noma amadola, ukuguquguquka kwesikhwama kuncike esilinganisweni sokushintshisana kwe-ruble uma kuqhathaniswa nedola. Inkomba ihlanganisa amasheya aseRussia, abalwa ngama-ruble, kodwa afakwa ngamadola. Kufanele kukhunjulwe ukuthi ngesikhathi sokwehla kwemakethe yamasheya, izinga lokushintshaniswa kwe-ruble liwela kakhulu futhi inkomba ye-RTS iyancipha ngaphezu kwenkomba ye-MICEX. Ngesikhathi sokukhula kwemakethe yamasheya, izinga lokushintshaniswa kwe-ruble lingakhuphuka futhi liwe, futhi inkomba ye-RTS izokhula kancane kune-Index yaseMoscow Exchange. Ukutshalwa kwezimali ku-RTS kuzozithethelela ngokugcwele uma kwenzeka ukukhula kwamasheya kanye nokukhula kwezinga lokushintshaniswa kwe-ruble. Isamba sezindleko zokuba nezimali ze-TER 0.9% ngonyaka. Lokhu kuhlanganisa izimali zokuphatha, izimali zomgcini, ukulinganisa kabusha izimali zomdayisi, nezindleko zokuphatha. Izindleko eziqondile zento ngayinye azidalulwa, ukulahlekelwa okukhulu komtshalizimali kukhonjisiwe. Le mali ayikhokhelwa ngaphezu kwalokho, kodwa idonswa kumakhotheshini. Kubikwa ukuthi i-TER ikhokhwa nsuku zonke, kodwa idonswa ezimpahleni zesikhwama njalo ngekota. Umtshali-zimali kufanele akhokhe izindleko kungakhathaliseki ukuthi ikhona yini imali engenayo ngokubamba i-ETF.
Lesi sikhwama sasungulwa ngoFebhuwari 2016. Lesi yisikhathi esihle semakethe yamasheya yaseRussia. Inkomba ye-RTS kanye ne-FXRL kukhombisa ukuthambekela okuqinile kwe-bullish. Isivuno saso sonke isikhathi sokubuka sasingu-154.11% ngama-ruble kanye no-151.87% ngamadola, ngo-2021 13.64% ngama-ruble kanye no-10.26% ngamadola. Kube nezilungiso ezinkulu eziningana, kwezinye izimo ezithatha izinyanga ezi-3-4, kulandele ukuphakama okusha. Ukutshalwa kwezimali ku-FXRL kuyingozi enkulu, isikhwama asiqukethe amabhondi, ngakho-ke sinokushintshashintsha kwemakethe yamasheya. Kufanelekile ukutshala imali ku-FXRL uma:
- kholelwa ukuthi ukukhula okuqinile kwemakethe yamasheya yaseRussia kuzoqhubeka;
- bazotshala isikhathi esingangezinyanga ezi-3;
- bafuna ukutshala imali kumadola aseMelika;
- unemali encane futhi awukwazi ukukhokhela iphothifoliyo yamasheya aseRussia;
- babe nephothifoliyo ehluke kakhulu ngokwesigaba sempahla kanye nendawo;
- besaba ukuthenga ikusasa kunkomba ye-RTS, ngenxa yesilinganiso esinikezwa ngokuzenzakalelayo.
Iyiphi inzuzo enkulu ye-ETF FXRL noma i-BPIF SBMX: https://youtu.be/djxq_aHthZ4
Ungawathenga kanjani ama-FXRL ETFs
Ukuze uthenge i-FXRL ETF kwaFinex, kufanele ube ne-akhawunti ye-brokerage enokufinyelela ku-Moscow Exchange. Uma ungenayo i-akhawunti, ungakwazi ukuvula eyodwa usebenzisa isixhumanisi esikuwebhusayithi esemthethweni ye-Phinex Buy ETF. Ukuze ugweme ukukhokha izintela, kufanele uthenge i-FXRL ku-akhawunti yokutshalwa kwezimali ngayinye noma ku-
akhawunti ye-brokerage evamile ebambe okungenani iminyaka emi-3. Ungafaka kokubili ama-ruble namadola ku-akhawunti ye-brokerage ukuze uthenge isikhwama. [i-id yamagama-ncazo = “okunamathiselwe_13186” align = “aligncenter” wide = “795”]
Ulwazi olubalulekile ku-ETF FXRL[/caption] Isikhwama singatholakala kuwebhusayithi yomdayisi noma ngohlelo lokusebenza olukhethekile ngokufaka ithikha ethi “FXRL” noma ikhodi ye-ISIN IE00BQ1Y6480. Okulandelayo, faka inombolo edingekayo yamasheya, uhlelo lokusebenza luzobonisa ngokuzenzakalelayo izindleko zokuthengiselana, futhi uqinisekise ukusebenza. Intengo yesabelo esisodwa ingama-ruble angu-39.2 kuphela, ngakho-ke ungayithenga ngediphozithi encane. Ngenxa yezindleko eziphansi, kungenzeka ukubala ngokunembile inani elidingekayo lamasheya ngesisindo esidingekayo kuphothifoliyo.
I-FXRL ETF Outlook
I-FXRL ilandela ngokunembe ibhentshimakhi, ikhwalithi yabaphathi beFinex ingenye ehamba phambili eRussia. Ikhomishana yesikhwama ibhekwa njengephakeme emakethe yomhlaba, kodwa eRussia iyisilinganiso. Lena enye yezindlela ezinhle kakhulu zokutshala imali emnothweni waseRussia. Kodwa-ke, ukuba nokwenzeka kokutshalwa kwezimali kwesikhathi eside emakethe yamasheya yaseRussia kuyangabazeka. Ukutshalwa kwezimali kungaphansi kwezingozi zezombangazwe nezomnotho, iRussia ibilokhu ingaphansi kokusongelwa unswinyo oluqinile kusukela ngo-2014. Imakethe yamasheya yaseRussia inenzuzo ephezulu kakhulu ye-dividend emhlabeni, futhi isashibhile uma iqhathaniswa nenzuzo yenkampani. Lokhu kubonisa ukuthambekela kokukhula esikhathini esingaphezu kweminyaka eyi-10.
Lezi zici ezimbili ziholela eqinisweni lokuthi izikhathi zokukhula ngokushesha zithathelwa indawo yizilungiso ezijulile ezifika ku-25%. Ukuwa emakethe kungenxa yezitatimende zosopolitiki mayelana nezijeziso ezintsha, izinsongo zezempi, ukulungiswa emakethe yase-US noma ukwehla kwamanani kawoyela. Lesi sici kufanele sinakwe lapho utshala imali ku-FXRL ETF, ungayithengi nyanga zonke noma ngekota, kodwa ngemva kokulungiswa okubalulekile. I-RTS Index ingenye yezinkomba zomhlaba ezikhula ngokushesha. Kusukela ekuqaleni kokuhweba ngo-1995 kuze kube ngu-2022, wengeze i-1400%. Uma kuqhathaniswa, inkomba ye-US SP500 yesikhathi esifanayo ibonise ukukhula ngo-590%. Kodwa ngokungafani nemakethe yase-US, lapho ukukhula eshadini lamasonto onke kubukeka njengomugqa nge-engeli ye-45 degrees, i-RTS inesiphepho. Kusukela lapho, iRussia iye yabhekana nezinkinga eziningana ezinzima eziye zanciphisa ukutshalwa kwezimali. Uma umtshali-zimali ethenge inkomba ye-RTS ezindaweni eziphakeme entwasahlobo ka-2008, ubengeke alulame ekudonseleni phansi. uma kungasilinganisi isikhundla.
Kusukela ngo-2008, inkomba ye-MICEX ibonise ukwanda ngo-100%. Lo mehluko ungenxa yezinga lokushintshisana kwemali yezwe. Ukwakhiwa kwazo zombili izinkomba kuhlanganisa amasheya afanayo emasheya alinganayo. Kodwa izinga lokushintshaniswa kwedola ngokumelene ne-ruble liphindwe kabili, lihlala ngokuqinile ngaphezu kwama-ruble angu-75. Ngemva kwezenzakalo zika-2014, abahlaziyi abaningi bathi i-ruble izophinde ithole isikhundla sayo futhi ibuyele ku-35-45. Njengamanje, abahlaziyi bavame ukubikezela ama-ruble ayi-100 ngedola ngalinye. Ngenxa yenqubomgomo yeBhange Elikhulu, izingcaphuno zamadola ngokumelene ne-ruble ziye zancipha ngesikhathi sokushaqeka. Kusesekuseni kakhulu ukukhuluma ngokuzinza kwesimo kanye nokuqala komkhuba obheke ekuqinisweni kwe-ruble. Ngesikhathi esifanayo, inkomba ye-MICEX ibikezelwa kakhulu, ngoba ngokungaqondile incike esilinganisweni semali kazwelonke. Izinkampani ezithumela kwamanye amazwe ziyaphoqeleka ukuthi zikucabangele. Inkomba ye-RTS ngeke ikwazi ukukhombisa ukukhula okuphawulekayo ngisho nokukhula kwamasheya e-Moscow Exchange, uma izinga lokushintshaniswa kwe-ruble liba nokunye ukushaqeka. Lapho uthenga i-ETF FXRL, kufanele uhlole izingozi ezingaba khona futhi wenze isibikezelo sokuguquguquka kwemali kazwelonke, ungathenga isabelo esincane sokuhlukahluka.
Kubatshalizimali abakholelwa ukuthi imali kazwelonke izoqinisa i-ETF FXRL iyindlela engcono kakhulu yokutshala imali emnothweni waseRussia.
