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SIPP Eligible funds / ETFs / stocks

Index tracking funds and ETFs
sonix98
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SIPP Eligible funds / ETFs / stocks

#220226

Postby sonix98 » May 8th, 2019, 5:39 pm

I'm having difficulty finding ETFs and funds that are SIPP eligible; the self service ISA + Pension platform I'm using often finds the ticker but then reports it cannot be traded in a SIPP when you try to execute.

Is there a website which allows filter to securities that are SIPP and ISA eligible?

paulnumbers
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Re: SIPP Eligible funds / ETFs / stocks

#220270

Postby paulnumbers » May 8th, 2019, 9:50 pm

Is this because you're trying to buy non UK versions and they've helpfully been outlawed by the EU now?

https://www.justetf.com/uk/news/etf/us- ... -etfs.html

sonix98
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Re: SIPP Eligible funds / ETFs / stocks

#220329

Postby sonix98 » May 9th, 2019, 9:07 am

Hi thanks for the link. This might be another issue I believe as I've noticed on the platform it will report that the KIID is not available and not let you proceed. However the securities I'm trying to deal with come up with a different message:

a stock may not be eligible for a SIPP include the following:
* Stock must be listed on a Recognised Stock Exchange.
* Stock must not be listed on either ICAP Securities and Derivative exchange, Over The Counter Bulletin Board or Pink Sheets.
* Futures, Options, Contracts for Differences (CFD), and Unlisted Hedge Funds are ineligible.

Has someone come across an ETF screener that allows you to filter on this criteria?

Hariseldon58
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Re: SIPP Eligible funds / ETFs / stocks

#220567

Postby Hariseldon58 » May 9th, 2019, 11:14 pm

Can you post some of the ETFs that you wish to trade that are not available ?

Alternatives may be available.

sonix98
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Re: SIPP Eligible funds / ETFs / stocks

#220600

Postby sonix98 » May 10th, 2019, 9:01 am

I'm trying to find the SIPP eligible versions of:
TLT ISHARES TRUST BARCLAYS 20+ TREAS BD
IEF ISHARES TRUST BARCLAYS 7-10 YEAR TREASURY BOND ETF
DBC INVESCO DB COMMODTY INDX TRACKNG FD UNIT
GLD SPDR GOLD TRUST GOLD SHARES NPV
VTI VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET ETF

Many thanks

BrummieDave
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Re: SIPP Eligible funds / ETFs / stocks

#220611

Postby BrummieDave » May 10th, 2019, 9:51 am

sonix98 wrote:Hi thanks for the link. This might be another issue I believe as I've noticed on the platform it will report that the KIID is not available and not let you proceed. However the securities I'm trying to deal with come up with a different message:

a stock may not be eligible for a SIPP include the following:
* Stock must be listed on a Recognised Stock Exchange.
* Stock must not be listed on either ICAP Securities and Derivative exchange, Over The Counter Bulletin Board or Pink Sheets.
* Futures, Options, Contracts for Differences (CFD), and Unlisted Hedge Funds are ineligible.

Has someone come across an ETF screener that allows you to filter on this criteria?


Have you spoken to your SIPP provider to ask them directly? In my experience, they are helpful and will go away and look at whether they can add your desired ETFs. If they can't they'll come back and explain why.

I have done this twice recently, both times the answer was 'no' but at least I received an explanation verbally, and had a discussion with a real person allowing me to understand the issue "we class it as a complex instrument as it uses derivatives, and don't offer it for private investors regarding it more suitable for institutional investors etc.".

I'd give them a call...

Hariseldon58
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Re: SIPP Eligible funds / ETFs / stocks

#220736

Postby Hariseldon58 » May 10th, 2019, 6:24 pm

@sonix.
20 years treasuries iShares IDTL or DTLA distributing / accumulating.
7-10 yr treasures Lyxor US71. (with Lyxor site , say you a professional investor...)

Gold. iShares SGLN

Total US market , personally I use a mix S&P 500 ( Vanguard or iShares VUSA & CSP1), S&P400 ( SPDR SPY4) and Russell 2000 ( SPDR R2SC) ratio 85:10:5 would not be far adrift...blended cost is around 0.1%.

I don't follow commodities ETFs, not keen.

sonix98
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Re: SIPP Eligible funds / ETFs / stocks

#221261

Postby sonix98 » May 13th, 2019, 11:46 am

Thanks for your help.


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