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Mutual Funds and ETFs | Devonhirst

Gain exposure to a wide variety of asset classes and niche markets with global funds and ETFs.

Mutual funds and ETFs can offer the advantages of diversification and professional management.

Access the biggest fund managers in the world across every major exchange and financial sector.

Low fees and charges, easy to use investment platform and all combined with award winning advice.

Things to consider before investing.

Financial professionals use ETFs and mutual funds to pool investors’ money together and invest it across stocks, commodities, bonds, or other assets.

Compare investment strategies:

Investments can either be managed actively, like most mutual funds, or can be indexed, like most ETFs. Active funds seek to outperform market indexes whereas index funds are measured by their ability to match their performance to an established index, like the S&P 500.

Fund managers study the market and draw on their investment experience and expertise to try to maximize the fund’s performance but in turn, could result in higher fees than an index fund.

Mutual Funds and ETFs - your key questions, answered

Are mutual funds and ETFs taxed differently?

Most ETFs incur fewer capital gains given that they are indexed investments and typically trade less frequently than most active mutual funds.

When mutual fund investors redeem shares from the fund, the fund manager will often sell fund securities to honor these redemptions. This process triggers capital gain distributions for other investors who make up the pooled investment. Because investors can buy and sell ETFs on an exchange, the ETF manager does not have to sell holdings to meet investor redemptions, which limits the capital gains created.

What is the minimum level of investment?

The minimum portoflio size to become a Devonhirst client is 25,000 USD. However the minimum investment for each mutual fund or ETF varies depending on the financial institution the product is held with.

What Is an Exchange-Traded Fund (ETF)?

An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other assets, but unlike mutual funds, ETFs can be purchased or sold on a stock exchange the same way that a regular stock can. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities. ETFs can even be structured to track specific investment strategies.

What is a mutual fund?

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital') and open-ended investment company (OEIC) in the UK.

Mutual funds are often classified by their principal investments: money market funds, bond or fixed income funds, stock or equity funds, or hybrid funds. Funds may also be categorized as index funds, which are passively managed funds that track the performance of an index, such as a stock market index or bond market index, or actively managed funds, which seek to outperform stock market indices but generally charge higher fees. Primary structures of mutual funds are open-end funds, closed-end funds, unit investment trusts.

Open-end funds are purchased from or sold to the issuer at the net asset value of each share as of the close of the trading day in which the order was placed, as long as the order was placed within a specified period before the close of trading. They can be traded directly with the issuer.

Access our vast team of financial analysts and account managers to get the advice that is right for you

We have a large team of financial experts specialising in all aspects of investment advice. We can offer you expert advice across the market as a whole from bonds and fixed income, through to private equity placements, mutual funds and a diversified stock portfolio.

Open an account with us now and gain access to our award winning investment platform.

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