ETF Blog Archives - Page 17 of 25

ETF: Understanding the Satrix Momentum ETF

Kristia van Heerden 19 February 2020ETF Blog, Latest

The Satrix Momentum ETF (JSE code: STXMMT) works on the assumption that companies doing well in terms of share price and earnings will continue to do well in the future. Factor-based investing is index investing 2.0. Companies are included based on certain shared characteristics. In the case of the STXMMT, that characteristic is an upward ...

ETF: ETFs and tax

Kristia van Heerden 12 February 2020ETF Blog, Latest

You may have noticed we’re a tad tax obsessed at the moment. February is the end of the tax year. We find this thrilling! Since the introduction of tax-free investment accounts, we’ve been especially pumped about our tax returns. In this post we’re going to explain the taxes for which you are liable when you ...

ETF: Understanding the 1nvest Global Bond ETF

Kristia van Heerden 5 February 2020ETF Blog, Latest

With the stellar performance of the US stock market over the past few years, investors are starting to feel jittery about just how long a good thing can last. If all your profits are making you nervous, lucky you! At this point you might be thinking about moving some of those profits into a safer ...

ETF: The African property ETF

Kristia van Heerden 29 January 2020ETF Blog, Latest

As any South African retailer with high hopes can tell you, doing business in Africa is not without its obstacles. Those who manage to make it work, however, can be richly rewarded. Cloud Atlas is a boutique South African ETF issuer specialising in access to African markets. In June 2018, the company made it possible ...

ETF: When passive looks active

Kristia van Heerden 11 December 2019ETF Blog, Latest

When I started writing this blog in 2016, the idea was to unpack the insides of local ETFs to help you choose the right one for your portfolio. This forced me to keep a close eye on the ETF industry. It’s been a great time to do so. While ETF investors are sometimes colloquially called ...

ETF: Understanding the S&P Givi Financial 15 ETF

Kristia van Heerden 4 December 2019ETF Blog, Latest

The Absa Capital S&P GIVI Financial 15 ETF is a strange beast. While the name creates the impression that the ETF is invested exclusively in South Africa’s world-class banking and financial services sector, the ETF also includes a fair but of real estate investment trust (REIT) investments. Banks and life insurance companies are also represented ...

ETF: Understanding the Krugerrand Custodial Certificate

Kristia van Heerden 27 November 2019ETF Blog, Latest

The physical nature of a gold investment provides investors with a sense of security. Ironically, though, taking delivery of a physical gold investment comes with risks. RMB’s Krugerrand Custodial Certificate (KCCGLD) offers an opportunity to invest in Krugerrands without having to resolve issues around storing physical assets. Like the Dollar Custodial Certificate (DCCUSD), the Krugerrand ...

ETF: Weighting and single stock risk

Kristia van Heerden 13 November 2019ETF Blog, Latest

Compared to stock markets in developed economies, the South African stock market is tiny. Our entire market consists of only 387 shares. Of those, only 50 are big enough to have a meaningful impact on the performance of the market. By contrast, the New York stock exchange boasts 2,800 listed companies. Most South African investors ...

ETF: The new CoreShares Property ETF

Kristia van Heerden 6 November 2019ETF Blog, Latest

Does anything sound more appealing to an ETF investor than dividend income that covers your living expenses? The problem with this strategy is that dividends aren’t reliable. It’s up to the management of a listed company to determine whether or not they want to share profits in a given year. Predicting whether you’ll receive a ...

ETF: Understanding the Satrix MSCI World ETF

Kristia van Heerden 30 October 2019ETF Blog, Latest

Offshore investing has never been easier. South African investors can buy offshore index-trackers in rands via local stockbrokers. The product selection also increases every year. We can get exposure to euro, dollar, and pound-based investments at the click of a button. The Satrix MSCI World ETF is leading the charge in global exposure, with a ...