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Fund ratings increasingly popular as a differentiator of fund quality

Fund ratings increasingly popular as a differentiator of fund quality

Global Credit Ratings |22 June 2017 Fund ratings have become important differentiators of risk and performance, especially as the need to find safe-haven investments and to protect cash grows. This is according to Omega Collocott, Sector Head for Financial Institution

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Trump heads to the White House: What can South African investors expect?

Trump heads to the White House: What can South African investors expect?

16 November 2016 Investors should almost certainly brace themselves for heightened volatility over the next 12 months in the aftermath of the US elections. However there is also real opportunity for active investment managers as the gap between winners and

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Stanlib Swix 40 ETF

Stanlib Swix 40 ETF

Suitability: The Stanlib Swix 40 ETF is ideal for investors with a long-term investment horizon which gives the portfolio enough time to weather short-term volatility that comes with equity investments. Because the ETF tracks the largest companies on the JSE,

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Satrix DIVI ETF

Satrix DIVI ETF

Suitability: This ETF invests in shares that pay high dividends. It is therefore ideal for investors willing to tolerate the higher risk implied by equities but who also need a flow of income that comes from dividends. The ETF is

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db X-tracker MSCI World Index ETF

db X-tracker MSCI World Index ETF

Suitability: If you are an investor seeking rand-hedge developed market exposure through a well-diversified equity portfolio at low cost, then the db X World ETF is highly suitable. It is an ideal choice for investors with a long-term (more than

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CoreShares PropTrax SAPY ETF

CoreShares PropTrax SAPY ETF

Suitability: The CoreShares PropTrax SAPY, managed by Grindrod, is one of the few listed exchange-traded funds offering retail investors exposure to the commercial property market. Real estate assets have two useful sources of return: rentals that escalate annually and appreciation

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CoreShares PrefTrax ETF

CoreShares PrefTrax ETF

Suitability: The CoreShares PrefTrax is the only ETF on the JSE which offers investors exposure to the pool of publicly traded preference shares. A preference share is a class of ownership in a company that has a higher claim on

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CoreShares S&P South Africa Low Volatility

CoreShares S&P South Africa Low Volatility

Suitability: This ETF that invests in equities but boasts low volatility, reducing the risk profile. By default, it has a two-stage screening process (explained below). Any stock that winds up in the fund first has to pass the S&P SA

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Ashburton Top40 ETF

Ashburton Top40 ETF

Suitability: Ashburton Top40 is a solid ETF choice for investors seeking steady returns and decent income but who can tolerate the risk associated with equity investments. It has been one of the best-performing funds in its category and offers among

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Ashburton Inflation-X ETF

Suitability: This fund invests in government-issued bonds that pay interest linked to inflation. Out of the three ETFs that provide exposure to local bonds, Ashburton Inflation-X (formerly RMB) is the only fund that pays dividends to unit holders. The other

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NewFunds TRACI 3 Month ETF

NewFunds TRACI 3 Month ETF

Suitability: This ETF is a low-risk, cash-based investment portfolio. It would suit investors who want to avoid the risks typically associated with more volatile asset classes such as shares and want to protect their capital as a priority. The NewFunds

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NewFunds Shari’ah Top 40 ETF

NewFunds Shari’ah Top 40 ETF

Suitability: The NewFunds Shari’ah Top40 is an investment instrument created to comply with Islamic ethical investing principles. The ETF will suit investors wanting to add equity exposure to their tax-free savings account while complying with the investment principles of Islamic

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NewFunds S&P GIVI SA Industrial 25

NewFunds S&P GIVI SA Industrial 25

Suitability: This is the third specialist fund, and invests solely in industrials. Industrials are much broader than the other two sectors and cover a range of disparate industries which do not respond uniformly to the same set of external factors

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NewFunds S&P GIVI SA Financial 15 ETF

NewFunds S&P GIVI SA Financial 15 ETF

Suitability: The idea behind subsector funds is that they allow you to fine tune your exposures depending on your views of the likely prospects for different sectors. They can also be “building blocks” to assemble a portfolio with different sectors

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NewFunds NewSA Index ETF

NewFunds NewSA Index ETF

Suitability: Social investing is gaining momentum globally as more and more people become conscious of “ethical” investing. The NewSA ETF is peculiar to SA and born out of SA’s historical imbalances. Since 1994, the democratically elected government has pursued various

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Researching Capital Markets & Financial Services

All ABOUT ETFs

Researching Capital Markets & Financial Services