Trying to evaluate an EFT's in a suggested portfolio

21st May by jaaph

6 comments 221 reads

Hi!

I received a list of possible investments from an investment advising company.
I am trying to evaluate their list through Stockopedia, but I don't get any ranking scores.

Here are two examples:
FUNDSHARE SEQ FAM AAND FD
AMUNDI INDEX MSCI WRLD SRI

For the first one I cannot find anything on stockopedia, nor when I google it.
For the second one I do get a page on stockopedia, but it shows only the price over the last 3 months, no other analysis.

How can I evaluate these kinds of funds?

Thanks,

Jaap

Unlock with Facebook

Unlock with Google

or Unlock with your email

Already have an account?
Login here

About the Author

Jaaph

Premium Member

6 comments

Mike888

21st May

Stocko doesn't really support funds.

Not sure what the first one is, never heard of it. The second one sounds like a tracker, so you're simply moving with the market, you need to decide whether you feel the market is going to move in the direction you want.

jaaph

21st May

Thanks Mike

gus 1065

21st May

Hi Jaaph.

Try having a look here. Might be what you’re after for the first one in the link below. Looks like they rather butchered the abbreviated name of the fund if it is - has the list come from a non-U.K. source as these both look like they’re European domiciled and the name abbreviations might have lost something in translation!?

https://markets.ft.com/data/fu...

Once you have the ISIN number for the correct fund, an online search should be more effective for getting further research.

Gus.

stehuk

21st May

For the first one, try Google "fundshare sequoia familie aandelen".

mwjackson

21st May

Try here, I find this usually has decent information, otherwise Morningstar

https://www.justetf.com/en/

JohnEustace

21st May

Stockopedia isn't the place for fund information so best to use one of the sites others have mentioned.

I think the first fund you list invests in companies that have significant control by the founders or their families, which includes the likes of Walmart and Estee Lauder.

The second one seems to be an MSCI World tracker which by definition will target average returns and get an average Morningstar rating. The top 10 in the index as of April 30th are Apple, Microsoft, Amazon, Facebook, both classes of Alphabet (Google) shares, Tesla, JP Morgan, Johnson & Johnson, and Visa.

https://www.msci.com/documents...

Unlock the metrics for all these stocks and more...

Unlock with Google

Unlock with Facebook

Unlock with Email

Unlock with Google

Unlock with Facebook

or Unlock with your email

Facebook Twitter Youtube Instagram RSS

This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.

Unlock the metrics for all these stocks and more...

Unlock with Google

Unlock with Facebook

Unlock with Email

Unlock with Google

Unlock with Facebook

or Unlock with your email

Trying to evaluate an EFT's in a suggested portfolio

Unlock the rest of this article with a 14 day trial

About the Author

Jaaph

6 comments

Unlock the metrics for all these stocks and more...

Unlock the metrics for all these stocks and more...