Gemma Dale

speaker

925 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Gemma Dale’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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Oh, ETFs are growing so fast, people buying them.

And I was always like, look, sure.

But they're 4% of turnover, right?

They're tiny.

They're now closer to 16% of the book and the turnover.

And when you look at what is occurring, it is mostly new people buying.

coming to market.

And by new, I mean anyone who's come either during or post COVID.

Those investors and particularly the under 40s, it's like 40% of their portfolio is only ETFs.

So ETFs have just become the core holding for newer investors.

They've gone, I can't be bothered to take stock specific risk.

I'm only going to do that at the margin of my portfolio.

I just want to build wealth and that's my strategy to do it.

And it is a huge proportion of what we have now.

Well, first of all, what's your allocation, right?

Are you 70% US, which is roughly the benchmark allocation at the moment, which is wild in itself.

And then what benchmark are they using?

Are they just picking sleeves for individual countries or are they benchmarking and they're using a sort of an overall portfolio approach?

There's so many different ways it can be done and you need to know which one your fund is using.

And do they index?

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