ETF Archives - Page 9 of 17

ETF: Understanding the DCCUSD

Kristia van Heerden 29 May 2019ETF Blog, Latest

In 2017, RMB launched an ETF-like creature that gave South African index investors access to US Treasury Bonds (USTBs) for the first time. Instead of a right to the assets of the ETF issuer, who holds the underlying shares of an ETF, investors are USTB owners, fair and square. Since inception, this ETF has returned ...

ETF: Understanding the NewFunds TRACI ETF

Kristia van Heerden 22 May 2019ETF Blog, Latest

Effective 1 March 2023, this ETF is now the Satrix TRACI 3 Month ETF (JSE code: STXTRA) Cash exposure in an investment portfolio can come in different guises. A fixed deposit account with a decent interest rate is one way to go about it, but investors who prefer a more flexible option can consider the ...

Cash Club: Investment FAQs

Njabulo Nsibande 21 May 2019Cash Club, Latest

The Cash Club Blog is just over a year old, and the response has been amazing. I’ve even made new friends in the process! Over the past year, a lot of people asked me money-related questions, which often have been answered on The Fat Wallet Show by Kristia and Simon. However, after a friend enquired ...

ETF: Comparing World ETFs

Stealthy Wealth 30 April 2019ETF Blog, Latest

This is a guest post by our friend Stealthy Wealth. There is a lot to be said about picking a single globally diversified ETF for your long term investing. You get a huge amount of diversification across geographies, industries, and currencies, all in a single, easy to understand product. Just One Lap did a great ...

ETF: Fees you can control

Kristia van Heerden 17 April 2019ETF Blog, Latest

From bank fees to taxes to brokerage and management fees, investing comes at a cost. When we talk about the real return of our portfolio, we mean the growth of our portfolio over a period of time, minus the inflation rate for the same period. However, that’s not the full story. The true return of ...

Video: Definitive Guide to Investment Costs

Simon Brown 11 April 2019Learn Investing, Power Hour, Video Invest, Webinar and Video

The Definitive Guide to Investment Costs We have to pay fees when investing, that’s unavoidable. But how much we pay is important as it impacts out long-term returns and knowing what they really are all about is equally important. Over the last two decades the war against fees has been a huge success. Back in ...

Comparing ETFs: Costs

Kristia van Heerden 3 April 2019ETF Blog, Latest

If two investments are exactly alike in every respect, the one with the lower fee will deliver greater returns. Over a 77-year investment career, a fee as small as 1% can cut your returns in half! Low fees are part of the reason we favour index-tracking investment products like ETFs. While ETF fees are thankfully ...

ETF: Understanding the CoreShares Proptrax SAPY

Kristia van Heerden 13 March 2019ETF Blog, Latest

The CoreShares Proptrax SAPY (PTXSPY) invests in the 20 most liquid property companies listed in South Africa. At least 15% of each company’s shares must be available to buy and sell at all times. In an ETF, liquidity matters because the ETF must be able to buy and sell shares as the company’s weightings change ...

ETF: The GLODIV as a global play

Kristia van Heerden 6 March 2019ETF Blog, Latest

Buying one ETF that lets you invest in as many companies as possible- across both emerging and developed markets- spreads your risk while allowing you to capitalise on growth in different regions. If you’re new to this community, you can find out why we favour this strategy by listening to the discussion and read the ...

ETF: Global property 40 in SA

Kristia van Heerden 27 February 2019ETF Blog, Latest

The S&P Global Property 40 index invests in the 40 biggest and most liquid property companies that fall within the S&P Global broad market index (BMI). In South Africa, both CoreShares and Sygnia offer ETFs that track this index. Global property investments typically offer a wider variety of property companies than local indices. Included in ...