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The ETF Monthly Review: September 2018

The ETF Monthly Review: September 2018

Welcome to this month’s ETF Review, a neat update of market news affecting ETFs, as well as a set of favourite funds chosen by the Intellidex team. We collaborate with Intellidex to bring you the latest insights on ETFs – probably the niftiest way to invest!

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To credit or not to credit? The debt’s the question

To credit or not to credit? The debt’s the question Updated

Welcome back readers, to the Tax-Saving South African, where I walk with you in your personal journey through a range of financial themes

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ETF ANALYSIS: Industrials sector ETF

ETF ANALYSIS: Industrials sector ETF

Performance review: Industrials had a strong run over the past decade. The industrials index (J257) grew a staggering 254% surpassing financials (J580) and resources (J258) which grew 135% and -24% respectively.

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Exchange Traded Fund (ETF) Analysis: NewFunds NewSA Index Fund

Exchange Traded Fund (ETF) Analysis: NewFunds NewSA Index Fund

Performance review: The first half of 2018 has been mostly subdued for domestic equities. The JSE all share index surrendered some of the gains it made during the second half of last year. The poor first-quarter GDP numbers for South Africa and the uncertainty caused by the land debate seem to have dampened investor sentiment.

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That special something

That special something

Welcome back readers, to the Tax-Saving South African, where I walk with you in your personal journey through a range of financial themes

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ETF ANALYSIS Standard & Poor Top 50 ETFs: CoreShares S&P Top 50 ETF and NewFunds S&P GIVI Top 50 ETF

ETF ANALYSIS Standard & Poor Top 50 ETFs: CoreShares S&P Top 50 ETF and NewFunds S&P GIVI Top 50 ETF

Performance review: The two ETFs invest in the 50 biggest companies on the JSE, which consist of a range of sectors. Effectively, therefore, their returns are tied to the performance of the broad market. Positive performances from Naspers and British American Tobacco (BAT) largely drove the indices over a five year period.

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ETF ANALYSIS Resource Sector ETFs August 2018

ETF ANALYSIS Resource Sector ETFs August 2018

Performance review: The resources sector has performed poorly over the past five years. It has returned a negative 2.44% a year for the past 5-year, while financials and industrials have grown by 14.81% and 16.69% respectively. However, the resource index benefited from its exposure to the likes of Sasol, BHP and Mondi, which mainly performed positively over the 5-year period.

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New Funds Shari’ah Top 40 ETF August 2018

New Funds Shari’ah Top 40 ETF August 2018

Performance review: The first half of 2018, for domestic equities, has been mostly subdued. The JSE all share index surrendered some of the gains it made during the second half of last year. The poor first-quarter GDP numbers for South Africa and the uncertainty caused by the land debate seem to have dampened investor sentiment.

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Financial Sector ETFs August 2018: Satrix Fini and NewFunds S&P Givi Fini 15

Financial Sector ETFs August 2018: Satrix Fini and NewFunds S&P Givi Fini 15

Performance review: The financial sector has been competitive over the past five years, with the financial index returning an average of 14.81% a year against -2.44% for the resources index and 16.7% for the industrials index. Positive performances from Sanlam, Standard Bank and First Rand boosted the index.

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DIVIDENDS ETFs August 2018: Satrix DIVI Plus and CoreShares SA DIVI Aristocrat

DIVIDENDS ETFs August 2018: Satrix DIVI Plus and CoreShares SA DIVI Aristocrat

Performance review: Dividend-paying companies that get selected for the Satrix DIVI Plus and CoreShares SA DIVI Aristocrat ETFs are a mix of industrial, financial or resource companies. The industrial and financial indices have enjoyed a strong run over the past decade, while resources have struggled. The industrials index grew a staggering 254%, surpassing financials and resources which grew 135% and 24% respectively.

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Standard & Poor Top 50 ETFs August 2018: CoreShares S&P and NewFunds S&P Givi Top 50

Standard & Poor Top 50 ETFs August 2018: CoreShares S&P and NewFunds S&P Givi Top 50

Performance review: The financial sector has been competitive over the past five years, with the financial index returning an average of 14.81% a year against -2.44% for the resources index and 16.7% for the industrials index. Positive performances from Naspers and British American Tobacco (BAT) boosted the index.

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Call accounts vs exchange-traded funds

Call accounts vs exchange-traded funds

Welcome back readers, to the Tax-Saving South African, where I walk with you in your personal journey through a range of financial themes

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The ETF Monthly Review: August 2018

The ETF Monthly Review: August 2018

Welcome to this month’s ETF Review, a neat update of market news affecting ETFs, as well as a set of favourite funds chosen by the Intellidex team. We collaborate with Intellidex to bring you the latest insights on ETFs – probably the niftiest way to invest!

Read Full Article
Dear black tax … will I ever save?

Dear black tax … will I ever save?

Welcome back readers, to the Tax-Saving South African, where I walk with you in your personal finance journey through a range of financial themes

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Find out your financial wellness score

Find out your financial wellness score

Take the personal finance quiz…and find out your financial wellness score.Answer a few easy questions and get your score, you don’t have to share your personal finance information.

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Researching Capital Markets & Financial Services

All ABOUT ETFs

Researching Capital Markets & Financial Services