Back to homepage

Recommended

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.

Read Full Article
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.

Read Full Article
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.

Read Full Article
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.

Read Full Article
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.

Read Full Article
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.

Read Full Article
Call accounts vs exchange-traded funds

Call accounts vs exchange-traded funds

In my recent excitement over investing in a tax-free savings account (TFSA), it dawned on me … what about the money that’s left after salary deductions, monthly expenses and miscellaneous spending? If you’re in that fortunate position, surely the money shouldn’t just sit in a current or cheque account that offers minimal interest? Where should that money go?

Read Full Article
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?

Picture this … you’ve just graduated from university, you’re the first in your family to do so and you’ve landed your first job – time to splurge on all the lavishes life has to offer. Right? WRONG! Let’s unpack the harsh realities the majority of graduates face – particularly black graduates – before they can start “treating themselves” on their first salary.

Read Full Article
Tax-Free Savings Accounts (TFSAs) HOT or NOT?

Tax-Free Savings Accounts (TFSAs) HOT or NOT?

 By Mayo Twala

Tax. You’re starting to pay it. You’ll learn to hate it. What do tax and death have in common? They belong in the same Whatsapp group.Before you actually die from it, perhaps it might be useful to learn how to minimise the tax you have to pay. There’s no better place to start than a tax-free savings account.

Read Full Article
Save now, smile later

Save now, smile later

July is marked as South Africa’s national savings month by the South African Savings Institute. The initiative serves as an awareness campaign because South Africans have a very low savings ratio

Read Full Article
Retirement Annuities (RAs): a step by step process

Retirement Annuities (RAs): a step by step process

If like me, you are, new to the tax saving game, this bi-monthly series called The Tax Saving South African will be helpful to navigate various tax-free saving options in a step-by-step process.I have recently completed my post-graduate studies in Media Management from Rhodes University and entered the sometimes daunting but always exciting world of work. Naturally, this process entails managing my personal finances – a crucial task but one for which, unfortunately, schools and tertiary institutions do not prepare you.

Read Full Article
The ETF Monthly Review: June 2018

The ETF Monthly Review: June 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. EasyEquities and Intellidex are collaborating to bring you the latest insights on ETFs, the ideal equity investment medium for tax-free savings accounts

Read Full Article
Talking tax with Classic Business

Talking tax with Classic Business

Classic Business Tax Feature with Collin Anthony

Read Full Article
Transfers between providers finally kick in

Transfers between providers finally kick in

Tax-free savings account (TFSA) holders will be able to switch between providers from 1 March.

Read Full Article

Follow us!

Researching Capital Markets & Financial Services

All ABOUT ETFs

Researching Capital Markets & Financial Services

Follow Us!