Instrument swap: EUR Inflation-linked Government Bond

As you know, we are always looking to improve our offering. Whilst this can take a variety of forms, recently we identified a way to reduce our starter portfolios’ costs (i.e. Total Expense Ratios or “TER”) by introducing a new instrument to represent the index-linked government bond ETF for those who have invested in euros.

To be specific, we will be gradually replacing the iShares Euro Inflation Linked Government Bond UCITS ETF with the UBS Bloomberg Barclays Euro Inflation Linked 10+ ETF. The iShares instrument is 0.05% more expensive with a TER of 0.25%, whilst the UBS has a TER of 0.20%. The new instrument will also extend the weighted average maturity of the underlying bonds from 8.90 to 16.14 years.

The guidelines we use to select ETFs can be found under section 4.1 in our White-paper.

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Finax is part of the Deposit Guarantee Scheme through the Guarantee Fund of Investments. Your assets are protected up to 50,000 euros. For more information, visit www.garancnyfond.sk.

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Unless otherwise stated, all numbers related to returns are computed based on backtesting and have not been achieved by our clients. The portfolio value may both decrease and increase. Your investment can result in a loss as well. Trading is risky.