n Personal Finance Newsletter - One's own portfolio versus an ETF or unit trust : investment insights

Volume 2016, Issue 420
  • ISSN :



A question that we often get asked as financial planners is what the benefits and disadvantages are of setting up a segregated share portfolio, versus investing in a portfolio of exchange-traded funds or unit trusts. Considerations in determining which is more suitable include cost implications and issues around flexibility, not to mention one's own confidence and competence when it comes to managing one's investments.

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