ETF Archives - Page 5 of 17

ETF: Bond ETFs, yields and junk status

Kristia van Heerden 22 July 2020ETF Blog, Latest

With a wider variety of bond ETFs available, local investors can tinker with asset class exposure down to the region. But the relationship between price and income can be confusing. In this post, we explore what bonds are, the relationship between price and yield and how South Africa’s sovereign debt downgrade affected these instruments.

ETF: Finding the right ETF

Kristia van Heerden 15 July 2020ETF Blog, Latest

"What should I buy?" This is the question we hear most often from first-time investors. It's an understandable impulse to leave the choice up to somebody else, but it matters that you make this decision on your own. Investing is about your financial security. You work for your money, and then your money works for ...

ETF: Satrix China in IPO

Kristia van Heerden 8 July 2020ETF Blog, Latest

ETF issuer Satrix is in the process of listing a new Chinese exchange-traded fund (ETF). Until 14 July 2020, ETF investors seeking access to the Chinese economy can pick up ETF units at no brokerage cost in the initial public offering (IPO). Considering China is the second-largest economy in the world, gaining access to that ...

ETF: The Ashburton 1200 facelift

Kristia van Heerden 24 June 2020ETF Blog, Latest

This ETF is now owned by FNB and the code is FNBEQF. The Ashburton 1200 (ASHEQF) ETF is the only ETF weighted by market capitalisation that invests in developed as well as emerging markets. For that reason, it’s been our ETF of choice for a few years. This ETF has always been slightly more expensive ...

Video: What it means to invest globally, locally?

Simon Brown 18 June 2020Learn Investing, Power Hour, Video Invest, Webinar and Video

Kingsley Williams (CIO at Satrix) goes deep into investing offshore using locally listed ETFs. He looks at different ETFs, their holdings, sector and country weightings.

Comparing ETFs: Methodology

Kristia van Heerden 17 June 2020ETF Blog, Latest

ETF methodologies are getting smarter and our investible universe now includes the whole world. With a growing number of investment options, choosing the best ETF for your portfolio requires a fair bit of digging. ETF methodology is your shovel. ETF methodology JSE investors can choose between ETFs weighted by market capitalisation and smart beta ETFs. ...

ETF: MAPPS Protect in a market crash

Kristia van Heerden 10 June 2020ETF Blog, Latest

Effective 1 March 2023, this ETF is now the Satrix Multi Asset Passive Portfolios Solutions Protect ETF (JSE code: STXMAP) How effective is diversification at smoothing out investment performance during a crash? The NewFunds MAPPS Protect ETF was designed to withstand a volatile equity environment by splitting investments between SWIX 40 equity and government bonds. ...

ETF: Understanding the 1nvest SWIX 40

Kristia van Heerden 3 June 2020ETF Blog, Latest

The 1nvest SWIX 40 ETF is a top 40 product with a difference. Like many other local products, this ETF invests in the 40 biggest companies listed on the JSE. Unlike other top 40 ETFs, however, this ETF doesn’t just invest more in bigger companies. In fact, weighting an index by local shareholders was the ...

ETF: Concentration risk in ETFs

Kristia van Heerden 27 May 2020ETF Blog, Latest

In an ETF weighted by market capitalisation, your exposure to companies with rising value will increase as share prices rise, and decrease as share price falls. The risk is that over time your overall portfolio could inadvertently become over-exposed to a single sector or even share.

ETF: Understanding the Shari’ah 40 ETF

Kristia van Heerden 20 May 2020ETF Blog, Latest

Effective 1 March 2023, this ETF is now the Satrix Shariah Top 40 ETF (JSE code: STXSHA) Aligning profitability with ethics is a sticky problem. Since businesses don’t seem to get it right, it’s not that surprising that ethical ETF choices are limited. Over the years the local industry has seen some attempts at ethics-driven ...