BT Money Hacks: ETFs or unit trusts as hedges against inflation? (Ep 123)

Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips.

Studies have shown over and over again that actively managed funds almost always underperform passive investments in the long run. In this episode, we’ll try to settle the long debated argument of ETFs vs Mutual Funds, although we’re well aware there’s no straightforward solution to this and joining us with his insights: Samuel Rhee, Chairman and Chief Investment Officer of Endowus.

Highlights of the conversation: 

01:38 Important differences between ETFs and mutual funds

05:36 Why accessibility and income generation the most important factors

08:00 Have macro factors changed the game?

BT in your inbox

Start and end each day with the latest news stories and analyses delivered straight to your inbox.

Sign Up

Sign Up

10:29 Not a zero sum game between competing products

Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro

Edited by: Howie Lim

Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on:

Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP  Website: https://bt.sg/moneyhacks

Feedback to: podcast@sph.com.sg

Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties. 

---

Discover more BT podcast series:

BT Mark To Market Podcast at: http://bt.sg/btmark2mkt WealthBT at: http://bt.sg/btwealthbt

PropertyBT at: https://bt.sg/btpropertybt BT Podcasts at: https://bt.sg/pcOM

---

For more on personal finance, go to: bt.sg/moneyplaybook