Private Equity Insights

FEBRUARY 23, 2024

Secondaries market giant Coller Capital has launched its Coller Secondaries Private Equity Opportunities Fund (C-SPEF), a tender offer fund aimed at high-net-worth investors. The fund does not charge a performance fee and waives its management fee for the first year.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

JANUARY 16, 2025

It was on track to grow its adjusted funds from operations ( FFO ) by 4.8% That solid growth rate comes amid the challenges of higher interest rates, which have increased the REIT's cost of capital , making it more expensive to externally fund new acquisitions by issuing more stock and debt. times its adjusted FFO.

Accounting 237

Accounting Asset Management Management Fees Assets 237

The Motley Fool

APRIL 16, 2024

An exchange-traded fund (ETF) offers a solution to both of those problems. Pick the wrong ETF, though, and you could end up seeing your returns eaten away by high fees, excess turnover, or both. That's why one of the best growth funds you could buy today is the Vanguard Growth ETF (NYSEMKT: VUG).

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Assets Funds 246

The Motley Fool

SEPTEMBER 28, 2023

But there might be a better way to get access to the Bitcoin mining sector, and that's through an exchange-traded fund (ETF). But what's most interesting is what else the fund holds. However, every dollar paid out in management fees is a dollar whose value is not compounded over the long haul. For example, it holds a 10.5%

Investing 240

Investing Exchange-Traded Funds Management Fees Stakes 240

The Motley Fool

APRIL 27, 2024

The exchange-traded fund (ETF) offers a high dividend yield and upside potential with lower volatility. They vary from month to month based on the income the ETF generates: JEPQ Dividend data by YCharts The actively managed fund charges investors a fairly reasonable ETF expense ratio of 0.35%. of its net assets Apple : 5.7%

Accounting 246

Accounting Exchange-Traded Funds Management Fees Asset Management 246

Private Equity Wire

MAY 3, 2024

Meanwhile, predecessor funds Fund VIII and Asia V will also start charging fees on invested capital albeit at a lower rate. For strategic opportunities, management fees are calculated as a percentage of invested capital with no “step down” post investment period.

Funds 98

Funds Management Fees Capital Investing 98

The Motley Fool

SEPTEMBER 28, 2024

The exchange-traded fund (ETF) lets you invest in 100 of the top dividend stocks through one easy-to-buy package. And it charges an ultra-low expense ratio, which lets investors keep more of the dividend income these stocks produce without giving too much back in fees. That's clear from looking at a couple of the fund's top holdings.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Funds Assets 246

The Motley Fool

JULY 8, 2024

One of the best ways to invest, whether you're a beginner or an expert, is with exchange-traded funds (ETFs). These specialized investment products trade like stocks, but they have many of the characteristics of mutual funds. ETFs charge various management fees to their investors. Image source: Getty Images.

Mutual Funds 243

Mutual Funds Exchange-Traded Funds Management Fees Finance 243

The Motley Fool

MARCH 17, 2024

The Vanguard S&P 500 ETF (NYSEMKT: VOO) is a top choice for most index fund investors. Last year, the exchange-traded fund produced a total return of 26.3%. The S&P 500 remixed When you buy a standard S&P 500 index fund, you get exposure to every company in the index. Actively managed funds aren't for everyone.

Exchange-Traded Funds 245

Exchange-Traded Funds Management Fees Debt Funds 245

The Motley Fool

SEPTEMBER 21, 2024

You'll mostly see target date funds , mutual funds , and maybe some company stock. And if you're like most people, you probably have little-to-no idea what your 401(k) fees actually look like. These fees can include investment-management fees, administrative fees, and individual-service fees.

Mutual Funds 245

Mutual Funds Taxes Management Fees Accounting 245

The Motley Fool

JULY 24, 2023

If you are looking for a simple, effective way to invest in a wide range of sectors, industries, and themes, you might want to consider exchange-traded funds (ETFs). The fund is led by Cathie Wood, a renowned investor who has a knack for spotting emerging trends and opportunities.

Exchange-Traded Funds 245

Exchange-Traded Funds Management Fees Prospects Funds 245

The Motley Fool

DECEMBER 14, 2023

Her appeal centers around the theme-based investing strategy of ARK Invest's family of exchange-traded funds (ETFs). Namely, these funds aim to invest in companies developing disruptive technologies across a wide variety of industries, such as information technology, transportation, and human medicine, to name a few.

Exchange-Traded Funds 243

Exchange-Traded Funds Management Fees Prospects Funds 243

The Motley Fool

MAY 9, 2024

For those looking to bypass these complexities, Vanguard offers a compelling solution with its range of 86 exchange-traded funds (ETFs). This means more of your investment goes toward growing your capital rather than paying fund management fees. Image source: Getty Images.

Portfolios 244

Portfolios Exchange-Traded Funds Stock Market Stock Market 244

The Motley Fool

OCTOBER 22, 2023

Keeping with this theme, the Oracle of Omaha has repeatedly advised investors to consider passively managed index funds with low management fees and that track a broad range of fundamentally sound businesses. How does VOO get away with charging such low fees? Image Source: Getty Images. stock index.

Investors 242

Investors Fee Structure Exchange-Traded Funds Shareholders 242

The Motley Fool

SEPTEMBER 13, 2024

A broad market-tracking index fund gives you a huge shot of instant diversification, and then you can build on that rock-solid base by adding single stocks later. Let me show you why this exchange-traded fund (ETF) can be the perfect starting point for Wall Street's beginners. Index funds are a special case. You want stability?

Investing 237

Investing Exchange-Traded Funds Financial Institutions Stock Market 237

The Motley Fool

FEBRUARY 19, 2024

A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

AUGUST 20, 2024

Instead of picking and choosing individual stocks -- perfectly valid if done judiciously -- you could opt for an exchange-traded fund (ETF). Now, this has to do with the methodology of how VanEck chooses to invest its funds, or rather, the methodology of the index that the ETF is designed to track. But where to put, say, $1,000?

Investing 246

Investing Exchange-Traded Funds Management Fees Assets 246

The Motley Fool

AUGUST 25, 2024

While it is relatively new, one workaround could be to buy shares in a spot exchange-traded fund ( ETF ). Given each of these funds track the price of Bitcoin, it's not surprising to see that all of them have essentially returned roughly 27% so far this year. Image source: Getty Images. ARKB data by YCharts.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Assets Asset Management 246

The Motley Fool

MAY 29, 2024

There's nothing wrong with dipping your first toe in Wall Street's waters through a low-cost exchange-traded fund (ETF). An index-tracking ETF from a fee-averse manager such as Vanguard can get you started on the right foot. Even so, you still have dozens of index-tracking strategies and hundreds of funds to choose from.

Exchange-Traded Funds 245

Exchange-Traded Funds Mutual Funds Investing Stock Exchanges 245

The Motley Fool

JUNE 13, 2024

That's particularly true in the exchange-traded fund (ETF) universe, where many of these pooled investment products are designed to offer niche exposures. Dividend Equity ETF (NYSEMKT: SCHD) , and the Vanguard International High Dividend Yield Index Fund ETF Shares (NASDAQ: VYMI). The management fee is a very low 0.07%.

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Management Fees Assets 246

The Motley Fool

MARCH 5, 2024

Exchange-traded funds (ETFs) have become increasingly sophisticated and less expensive. Find pockets of growth no matter where they hide Daniel Foelber (Vanguard Growth ETF ): Vanguard's premier growth fund is a beautifully simple yet effective way to invest in the broader market -- for a mere 0.04% expense ratio. compared to 6.3%

New York Stock Exchange 246

New York Stock Exchange Exchange-Traded Funds Stock Exchanges Management Fees 246

The Motley Fool

APRIL 20, 2024

Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. A new exchange-traded fund (ETF) called the Destiny Tech100 (NYSE: DXYZ) could represent a unique chance for retail investors to mimic the activity of venture capitalists. What's in the fund?

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

The Motley Fool

AUGUST 12, 2024

High-net-worth investors who are interested typically invest their money through private equity funds. There can also be hefty fees involved. Private equity funds often use a "2 and 20" fee structure -- a 2% management fee and a 20% cut of any profits. Many index funds charge less than 0.1%.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

AUGUST 5, 2023

Closed-end funds often generate attractive income. And then there are exchange-traded funds (ETFs). The fund's name reveals quite a bit about the approach it takes to make investors money. This percentage reflects Blackrock Fund Advisors' contractual agreement to waive some of its management fees through Feb.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Funds Financial Services 246

The Motley Fool

DECEMBER 15, 2024

100 invested in an S&P 500 index fund back then would be worth about $362 today. But the resulting Vanguard fund position would be worth $26,540 by now. By making the same investment every month, regardless of the stock or fund price and other variables, you get more shares when they're cheap and fewer when they're expensive.

Returns 246

Returns Investing Exchange-Traded Funds Management Fees 246

The Motley Fool

JUNE 26, 2024

The exchange-traded fund (ETF) tracks the MSCI U.S. This means that the management fees on that $10,000 investment would be only $10. Should you invest $1,000 in Vanguard World Fund - Vanguard Information Technology ETF right now? Returns have been even stronger more recently, with an annual average return of 23.5%

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Management Fees Portfolios 246

The Motley Fool

APRIL 25, 2024

Many will suggest you buy into an index fund. These investment vehicles, usually marketed as exchange-traded funds (ETFs), often track an index, which is a collection of stocks with some criteria in common. Two reasons to buy this index fund today When it comes to index funds , Vanguard is king.

Funds 130

Funds Exchange-Traded Funds Investing Management Fees 130

The Motley Fool

AUGUST 18, 2024

There are emerging market funds for investors who want to make this part of their portfolio. Private equity investing is normally done through private equity funds available to wealthy investors. Private equity funds often charge large fees. stock market. With a direct investment, you invest in the company yourself.

Fee Structure 245

Fee Structure Investing Banks Assets 245

The Motley Fool

JANUARY 28, 2024

NextEra Energy Partners benefited from the increased income earned by new projects added to the portfolio and a reduction in management fees from its parent, NextEra Energy. The company initially used the funds to repay its credit facility. Meanwhile, it won't need to issue more equity to fund its growth until 2027.

Amortization 245

Amortization Depreciation Earnings Before Interest Management Fees 245

The Motley Fool

DECEMBER 11, 2023

The deal will provide Digital Realty with funding to accelerate its development plans while enabling Blackstone to invest more investor capital in one of its highest conviction themes. Teaming up to build more data center capacity Digital Realty is forming a joint venture (JV) with several funds managed by Blackstone.

Management Fees 246

Management Fees Finance Financing Capital 246

The Motley Fool

JANUARY 30, 2024

A lot has been made of the slew of new spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) that came to the market earlier this month. There may be some hidden opportunities for some companies to make money off these new funds despite not being front and center when it comes to issuing and marketing these ETFs.

Securities and Exchange Commission (SEC) 233

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets 233

The Motley Fool

DECEMBER 3, 2024

Instead, you can pick up shares of an exchange-traded fund (ETF) that will do the job for you. A great, low-cost example is the Vanguard S&P 500 ETF (NYSEMKT: VOO) , a fund that tracks the performance of the benchmark. These funds make easy investments for you for two reasons. Image source: Getty Images.

Returns 242

Returns Exchange-Traded Funds Investing Management Fees 242

The Motley Fool

AUGUST 6, 2024

Just pick a broad market-tracking index fund with low fees, open a brokerage account, and you're good to go. There are lots of exchange-traded funds (ETFs) available to manage your first investment. So I suggest starting out with one of the simplest, most popular, and least fee-burdened of all index funds.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Funds Investing 130

Private Equity Wire

FEBRUARY 22, 2024

Secondaries market giant Coller Capital has launched its Coller Secondaries Private Equity Opportunities Fund (C-SPEF), a tender offer fund aimed at high-net-worth investors. The fund does not charge a performance fee and waives its management fee for the first year.

Capital 97

Capital Funds Performance Fees Management Fees 97

The Motley Fool

FEBRUARY 9, 2024

Mirroring the performance of indexes has only been possible since 1993, which is when the first exchange-traded fund (ETF) , the SPDR S&P 500 ETF Trust (NYSEMKT: SPY) , was launched. This index fund was created to closely mirror the performance of the S&P 500, and it gave investors an easy way to bet on the success of the U.S.

Investing 246

Investing Exchange-Traded Funds Management Fees Stakes 246

The Motley Fool

SEPTEMBER 8, 2024

Investors appear to be increasingly interested in exchange-traded funds (ETFs) , or even individual stocks. Traditional mutual funds like the ones its investment company Franklin Templeton mostly manages appear to be falling out of favor. Franklin does manage some ETFs as well, but that's not the bulk of its business.)

Mutual Funds 245

Mutual Funds Exchange-Traded Funds Prospects Assets 245

Private Equity Wire

MARCH 21, 2024

Apollo Global Management has launched a new private credit fund, Middle Market Apollo Institutional Private Lending, that will invest money from an affiliate of Mubadala Investment Company and other institutional investors, according to a report by Bloomberg. These fees include a 1% management fee and a 12.5%

Funds 96

Funds Business Development Companies Management Fees Leveraging 96