Exchange Traded Funds (ETFs)

ETF fees and costs

Index based ETFs are generally a low cost investment, and substantially lower in cost than investing in the same exposure of individually purchased shares. Because the funds are managed using an index approach the cost to manage is generally less than actively managed funds.

Management fees

A management fee applies to ETFs as with any other managed fund. This is a fee charged by the fund issuer, generally included in the unit price, covering all relevant fees and costs involved in managing the ETF. These fees and costs include things like custodian fees, accounting fees, audit fees and index licence fees.

Brokerage fees

Brokerage fees are fees charged by the broker each time you purchase (or trade) an ETF. These fees vary, starting from around $20 per transaction.

EXCHANGE TRADED FACT - Bid/Ask Spread

The amount by which the ask price exceeds the bid price. This is essentially the difference in price between the highest price that a buyer is willing to pay for a security and the lowest price for which a seller is willing to sell it.

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