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Chy ETF
How do do I check the amount of money was invest in the ETF
And how do I know if I am making a profit or loss in the ETF ?
Replies
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@Chy no worries, glad I could be of help.
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@jk Thank You for the explanation! I now have a better understanding. Appreciate your help
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@Chy for the amount of money invested monthly, you need to check the “net amount invested”. The net amount is the monthly investment minus the transaction fee. Then for the dividend, for the STI-ETF for example..I think they give the dividend semi-annually in jan & july if I’m not mistaken. Different ETF/ Unit Trust issue their dividend differently, some distribute semi-annual, some quarterly and so on.
Hope that helps.
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@jk Alright,sorry but I have another question which is does the profit shown include the dividend?
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@Chy ah..you will get all the info you need when you receive the monthly statement. You will see how much was invested, the unit price, the fees involved and the refund if there is any.
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Thank you for the information!
I got the part on profit and lost however for the part on how much money was invested I am still lost , do I look at the market value or unit holding ?
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Hi, you can log-in to the Digibank App or Website. Then you’ll see under Banking Investments the ETF/ Unit Trust you bought. ETF/UTs have 0.82% transaction fee and 0.50% for bonds, the fees will be automatically deducted upon purchase. For example, you bought $1000 etf, the fee will be $8.20.
The profit & loss can also be seen but not detailed, ”green-arrow up” means profit or increase, ”red-arrow down” is loss.
Hope that helps.