UTs - ITs - ETFs - equivalency tables?

bigfreddiel

I'm looking for alternate investment platforms for my unit trusts to lower their expenses.

To do this I need to be able to find equivalent alternates in the IT or ETF world that mirror the UT - is there a site that offers this informatuion

For example is there an equivalent IT or ETF that mirrors the M&G Int Sov Bnd A?

fj

kharne

I haven't come across anything like this, although I've been looking pretty hard. Trustnet or Morningstar may have some of the searching functionality that you're looking for though. In the end you may end up having to look separately and then comparing factsheets unfortunately. In case you haven't come across these;

theaic.co.uk One can filter IT's here, and compare Perfomance/TER if you break it into sector/geography

iShare, Db x-tracker and Lyxor are the main UK ETF provider but there are plenty more out there.

UT's/OEIC's can be filtered on Morningstar with reasonable effectiveness, though I use the HL fund search as well.

As for the M&G Bond fund this is an ETF that closely resembles it. Unfortunately M&G don't seem to provide their benchmark info.

Hope this helps.