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Cafemutual has released the latest version of Passives Ready Reckoner which collates all relevant information of over 200 passive funds in one place.
The Passives Ready Reckoner May 2023 serves as a guide to identify the most suitable passive funds for your clients’ portfolios.
It covers the most recent details available on passive funds. These details include daily AUM, TER, tracking error, tracking difference (1 year), and returns (1, 3 and 5 years) for index funds. Additionally, it includes one-year average trading volume and impact cost for ETFs.
To view the Ready Reckoner on Index Funds click here and for the Ready Reckoner on ETFs click here.