ETF Archives - Page 6 of 16

ETF: Spread as ETF cost

Kristia van Heerden 1 April 2020ETF Blog, Latest

We often talk about the impact of the total expense ratio (TER) or the total investment cost (TIC) on your investment. The index (a representation of the price performance of a group of companies) will always outperform the ETF (the product that tracks the index). That’s because the index is just a tool for tracking ...

ETF: Do volatility managed ETFs work in volatile times?

Kristia van Heerden 18 March 2020ETF Blog, Latest

Remember those strange volatility ETFs Absa launched a while ago? They were specifically designed to protect your money during volatile times. If you’ve looked at your investments even briefly in the past two weeks, you don’t need me to tell you that the volatile times have arrived, wearing sequins and singing show tunes. Hint: You can ...

ETF: Even more tax-free money

Kristia van Heerden 4 March 2020ETF Blog, Latest

The impact of tax-free investing is so astronomical that it’s almost hard to believe. Just a 0.5% saving on dividend withholding tax (DWT) over a 40 year period amounts to R1.1m more in your portfolio (in today’s money). That’s not to be sneezed at! As of this year, each South African resident is entitled to ...

Video: A new tax-free year

Simon Brown 22 February 2020Power Hour, Video Invest, Webinar and Video

As another tax year comes to an end in February it means a new year starts for adding to your tax-free savings account in March 2020. At this event Simon Brown (Just One Lap founder) covers; What is tax-free investing? The best type of accounts. Cash or Exchange Traded Funds. Lump sum or monthly contributions. ...

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 ...

Podcast: Understanding a risk parity portfolio

Simon Brown 12 December 2019Latest, WorldWide Markets

This podcast brought to you by Absa CIB Len Jordaan, Index and Structured Solutions, Absa CIB Simon and Len delve into understanding risk and how it applies to your Exchange Traded Fund (ETF) selection, both as a basket of different ETFs you put together but also as to which individual ETF you may be buying ...

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 ...