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ETF: Understanding the NewFunds Momentum Equity ETF

Kristia van Heerden ETF Blog, Latest

Effective 1 March 2023, this ETF  is now the Satrix Equity Momentum ETF (JSE code: STXEQM) 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 ...
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ETF: Understanding momentum ETF strategies

Kristia van Heerden ETF Blog, Latest

While ETFs weighted by market capitalisation get the diversifying job done, ETF issuers can’t all offer the same products. Enter factor investing! Factor-based ETFs only invest in companies whose share prices or fundamentals share certain characteristics. In this post, we are going to look under the hood of South Africa’s two momentum ETFs.  Not following? ...
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ETF: Total return ETFs explained

Kristia van Heerden ETF Blog, Latest

In this week’s Fat Wallet Show, we talk about the tax implications of investing in a total return ETF. In this article we’ll flesh out the discussion. We’ll explain what a total return ETF is, who might benefit from it and why tax might be problematic. We’ll also list the total return ETFs available on ...