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Below is a list of funds that Levantis Wealth Control Limited regularly recommends. They are all liquid ETFs and can be bought and sold throughout the trading day. The expense ratio represents all the expenses of the ETF divided by assets. This metric includes all internal costs of the fund, like the management and custody fees, which is how much an issuer charges for its fund management services. As an example, db x-trackers EURO STOXX 50 UCITS ETF DR has a TER of 0.09%. A €10,000 investment in this fund will cost the shareholder €9 annually.

 

Underlying Asset Classes Name TER
Government Bonds iShares eb.rexx Government Germany 5.5-10.5 UCITS ETF DE 0.16%
  db x-trackers II iBoxx Germany UCITS ETF 0.15%
  iShares USD Treasury Bond 1-3yr UCITS ETF USD Dist 0.20%
  SPDR Barclays U.S. Treasury Bond UCITS ETF 0.15%
Investment-Grade Bonds db x-trackers II EUR Corporate Bond UCITS ETF DR 0.16%
  LYXOR EURO CORPORATE BOND UCIT 0.20%
  iShares Core EUR Corp Bond UCITS ETF EUR Dist 0.20%
  iShares USD Corp Bond UCITS ETF USD Dist 0.20%
High Yield Bonds iShares USD High Yield Corp Bond UCITS ETF USD Dist 0.50%
  iShares EUR High Yield Corp Bond UCITS ETF EUR Dist 0.50%
EM Debt iShares JP Morgan USD Emerging Markets Bond ETF 0.40%
US Equities db x-trackers S&P 500 UCITS ETF DR 1C - EUR Hedged 0.30%
  iShares S&P 500 EUR Hedged UCITS ETF Acc 0.45%
  SPDR S&P500 ETF Trust 0.09%
  Vanguard Value ETF 0.08%
  Vanguard Small-Cap ETF 0.08%
  Global X SuperIncome Preferred ETF 0.58%
  Global X SuperDividend ETF 0.58%
  PowerShares QQQ Trust Series 1 0.20%
EU Equities db x-trackers EURO STOXX 50 UCITS ETF DR 0.09%
  iShares EURO STOXX 50 UCITS ETF DE 0.16%
  iShares MSCI EAFE Value ETF 0.40%
  db x-trackers MSCI Europe Small Cap Index UCITS ETF DR 0.40%
  Vanguard FTSE Europe ETF 0.10%
  LYXOR STOXX EUROPE 600 TECHNOLOGY UCITS ETF 0.30%
EM/ROW Equities db x-trackers MSCI Emerging Markets Index UCITS ETF - 1C 0.65%
  Vanguard FTSE Emerging Markets ETF 0.14%
REITS SPDR Dow Jones Global Real Estate UCITS ETF 0.40%
  iShares European Property Yield UCITS ETF EUR Dist 0.40%
  Vanguard REIT ETF 0.12%
  Vanguard Global ex-U.S. Real Estate ETF 0.15%
Precious Metals ETFS Precious Metals 0.49%
  SPDR Gold Shares 0.40%
Commodities db x-trackers DBLCI - OY Balanced UCITS ETF - 1C EUR Hedged 0.55%
  db x-trackers db Commodity Booster Bloomberg UCITS ETF 2C - EUR Hedged 0.95%
  Lyxor Commodities Thomson Reuters/CoreCommodity CRB TR UCITS ETF - C-EUR 0.35%

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