iUnits, iShares, ETF...

CATÉGORIES

PROCESSUS DANS LA CRÉATION D'UN ETF

CATÉGORIES

Bear Market

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Muni National Inter.

Conservative Allocation

Muni National Long

Div. Emerging Markets

Muni National Short

Diversified Pacific/Asia

Muni New-York Long

Emerging Market Bonds

Pacific/Asia ex-Japan

Europe Stocks

Short Government

Foreign Large Blend

Short-Term Bond

Foreign Large Value

Small Blend

High Yield Bond

Small Growth

Interm. Government

Small Value

Intermediate-Term Bond

Specialty - Comm.

Japan Stock

Specialty - Financial

Large Blend

Specialty - Health

Large Growth

Specialty - Natural Res

Large Value

Specialty - Precious Met.

Latin America Stock

Specialty - Real Estate

Long Government

Specialty - Technology

Long-Term Bond

Specialty - Utilities

Mid-Cap Blend

Ultrashort Bond

Mid-Cap Growth

World Bond

Mid-Cap Value

World Stock

Moderate Allocation

LISTE - ETFs Canadiens

Les iUnits (les unités de fonds négociées) sont essentiellement des fonds indiciels dont les unités se négocient à la Bourse comme des actions. un fonds indiciel épouse essentiellement la composition de l'indice ou sous-indice boursier duquel il entend calquer le rendement. Certains calqueront les indices, d'autres les compagnies à moyenne capitalisation, d'autres les secteurs comme l'or, l'énergie, le secteur financier, etc... Il faut ajouter ici que de nombreux Fonds iUnits ont obtenu l'ajout de symboles qui permettent de négocier des options'. Bien sûr, ils peuvent même être inclus dans un Reer.

En général, leurs frais administratifs sont minimes; il n'y a pas de frais de gestion; on peut les acheter par le truchement d'un courtier; le nombre d'intermédiaires entre vous et votre placement est moindre; enfin, le dividende moyen de l'indice est versé aux détenteurs.

Informations complémentaires que je n'ai pas encore traduites (désolé) mais qui sont pertinentes sur la nature des ETFs:

1. Trade Like Stock - Unlike mutual funds or hedge funds which can only be entered or exited at specific times, ETFs trade just like stocks. They can even be day traded just like stocks.

2. Diversification - One of the main benefits of trading ETFs is diversification. ETFs are (with the exception of the commodity or currency ETFs) created to track a group of stocks. This shields you from the up and down swings of single stocks. You can trade an entire index at one time or just certain sectors.

3. Liquidity - There are many funds that are highly liquid. The QQQQ fund has an average daily trade volume of over 100 million shares and almost 40 other funds have an average daily volume of more than 1 million shares. Liquidity is important to get in or out of a position quickly. There are a lot of other buyers and sellers to facilitate your trades as opposed to relying on market makers as with stocks and options that have lower volume. Liquidity is definitely a benefit. If you are trading options on the funds, many of these also have highly liquid options.

4. Low Bid/Ask - As a result of high liquidity, many ETFs have low bid/ask spreads. A high bid/ask spread can cut into your trading profits. Most of the highly liquid ETFs have a bid/ask spread of only a few cents during the trading day.

5. Variety - Whichever sector of the market interests you, you can probably find and ETF for it. There are major index funds such as the QQQQ and SPY as well as sector funds such as XLV (Health Care), international funds such as EWW (Latin America),

6. Low Fees - ETFs have much lower maintenance fees than mutual funds or hedge funds. This means that more of your money stays in the investment rather than going to the firm that is maintaining it.

Some believe Exchange Traded Funds will become the primary investment instrument for most investors largely leaving mutual funds behind. This growth magnifies the opportunities we have in EFT options.