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ETF: Understanding the NewFunds Momentum Equity ETF

Kristia van Heerden ETF Blog, Latest

There is no upper limit to the potential performance of a share. It's unintuitive, but it's true. A share price that has gone up 100% can go up another 200% and then 300% after that. Share prices are determined by supply and demand in the market. When investors see a share price going up, they ...

Tax Tuesday: Tax on total return ETFs

De Wet De Villiers Latest, Tax Tuesday

PART I: TAX BASICS When a South African company declares dividends to a South African shareholder, the dividends are generally exempt from income tax. Instead, the dividends are subject dividends tax. Dividends Tax is a withholding tax (meaning it’s paid directly to SARS on the investor’s behalf) and is levied at 20% of dividends received. ...
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ETF: How to read your MDD fund information

Kristia van Heerden ETF Blog, Latest

Minimum disclosure documents (MDD) have lots of useful information about your ETF. Here we explain these sections of your MDD: Fund classification (this tells you what type of asset you’re invested in and where in the world that asset lives), Distribution, Portfolio currency, Rebalancing, and Fees.

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ETF: Understanding the 1nvest Global Property ETF

Kristia van Heerden ETF Blog, Latest

In days of yore, a property investment involved an immovable collection of bricks and all the concentration risk of a physical thing in a physical place. It also required an enormous amount of capital or debt upfront. The introduction of listed property made it possible to benefit from property investments without the capital outlay and ...
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ETF: The new CoreShares Property ETF

Kristia van Heerden ETF 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 ...
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ETF: Income ETFs III – Bonds and Preference Shares

Kristia van Heerden ETF Blog, Latest

In the first two posts in this series, we investigated dividend-hugging ETFs and listed property ETFs. While both of these are worth consideration when investing for income, both are listed instruments, which introduces volatility to your investments. This makes them more appropriate for investors with a longer investment horizon. For those nearing financial independence, debt ...